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Fidelity MSCI Health Care Index ETF

124 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

33% more capital invested

Capital invested by funds: $395M → $527M (+$132M)

14% more funds holding

Funds holding: 109124 (+15)

0.13% more ownership

Funds ownership: 34.04%34.16% (+0.13%)

Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
28
Increased
50
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
76
Fisher Asset Management
Washington
$201K -$90.1K -2,021 -32%
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$173K +$75.1K +1,684 +84%
CH
78
Canton Hathaway
Rhode Island
$156K +$148K +3,325 New
MSA
79
Marino Stram & Associates
Massachusetts
$138K +$106K +2,373 +408%
AIM
80
Advantage Investment Management
Iowa
$116K
KF
81
Krilogy Financial
Missouri
$103K +$98.4K +2,208 New
Deutsche Bank
82
Deutsche Bank
Germany
$94K +$89.7K +2,012 New
IA
83
IFP Advisors
Florida
$92K -$25.5K -571 -22%
RWA
84
River Wealth Advisors
Pennsylvania
$90K +$18.1K +405 +27%
EFSCE
85
Enterprise Financial Services Corp (EFSC)
Missouri
$81K +$76.7K +1,721 New
GWA
86
Guidant Wealth Advisors
Illinois
$69K
VEA
87
Virtus ETF Advisers
New York
$69K +$65.9K +1,479 New
BWM
88
BerganKDV Wealth Management
Minnesota
$67K -$1.96K -44 -3%
CFGS
89
Concourse Financial Group Securities
Alabama
$67K +$63.8K +1,431 New
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$64K +$61.1K +1,371 New
CFG
91
Citizens Financial Group
Rhode Island
$54K +$51.7K +1,159 New
APP
92
Avantax Planning Partners
Iowa
$47K +$44.6K +1,000 New
FHA
93
Flagship Harbor Advisors
Massachusetts
$45K +$1.78K +40 +4%
AA
94
Advisory Alpha
Michigan
$45K +$47.4K +1,064 New
SWP
95
Stratos Wealth Partners
Ohio
$42K +$40.3K +905 New
DWM
96
Destination Wealth Management
California
$38K +$36.1K +810 New
VCM
97
Vigilant Capital Management
Maine
$37K +$35.4K +794 New
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$37K +$35.7K +800 New
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
$35K +$33.5K +752 +75,200%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$30K -$18.6K -417 -40%