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Fidelity MSCI Health Care Index ETF

98 hedge funds and large institutions have $358M invested in Fidelity MSCI Health Care Index ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

57% more capital invested

Capital invested by funds: $229M → $358M (+$130M)

7.58% more ownership

Funds ownership: 25.01%32.59% (+7.6%)

1% more funds holding

Funds holding: 9798 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

12% less call options, than puts

Call options by funds: $203K | Put options by funds: $231K

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
42
Reduced
26
Closed
11
Calls
$203K
Puts
$231K
Net Calls
-$28K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$42K +$44.7K +1,079 New
MWM
77
Mascoma Wealth Management
New Hampshire
$37K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$26K +$13.9K +336 +107%
RPG
79
Risk Paradigm Group
Texas
$24K
MSA
80
Marino Stram & Associates
Massachusetts
$23K -$98.6K -2,381 -80%
SAM
81
Shamrock Asset Management
Texas
$21K
WEC
82
Winslow Evans & Crocker
Massachusetts
$14.7K +$1.66K +40 +12%
CAC
83
Certified Advisory Corp
Florida
$14K
VNA
84
Valley National Advisers
Pennsylvania
$12K
IIC
85
Integrated Investment Consultants
Michigan
$9K +$9.73K +235 New
SIS
86
Sound Income Strategies
Florida
$6K
GEA
87
Glen Eagle Advisors
New Jersey
$5.77K
SEI Investments
88
SEI Investments
Pennsylvania
$5K -$7.75K -187 -59%
BCP
89
Blackhawk Capital Partners
Wisconsin
$4K
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$4K
TFS
91
TrustCore Financial Services
Tennessee
$4K
WWMSC
92
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$41 +1 +1%
LFA
93
Legacy Financial Advisors
Kentucky
$4K +$4.14K +100 New
TFA
94
Transamerica Financial Advisors
Florida
$3K -$124 -3 -5%
DWM
95
Destination Wealth Management
California
$1K +$580 +14 New
AIL
96
AGF Investments LLC
Ontario, Canada
$1K +$704 +17 New
BW
97
Biegel & Waller
Maryland
-$5.94M -148,426 Closed
BRCM
98
Bright Rock Capital Management
Massachusetts
-$5.37M -134,250 Closed
NR
99
Newfound Research
Massachusetts
-$2.44M -60,892 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
-$1.74M -42,020 Closed