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Fidelity MSCI Health Care Index ETF

179 hedge funds and large institutions have $575M invested in Fidelity MSCI Health Care Index ETF in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

29% more capital invested

Capital invested by funds: $446M → $575M (+$129M)

18% more funds holding

Funds holding: 152179 (+27)

3.25% more ownership

Funds ownership: 30.86%34.11% (+3.2%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
47
Increased
62
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$777K +$20.1K +433 +3%
CONA
77
Capital One National Association
New York
$774K +$723K +15,560 New
MWC
78
MKD Wealth Coaches
Michigan
$757K -$14.7K -316 -2%
SCP
79
Silverleafe Capital Partners
Tennessee
$756K +$12.1K +260 +2%
RJA
80
Raymond James & Associates
Florida
$751K -$84.7K -1,823 -11%
SS
81
Sunbelt Securities
Texas
$709K -$1.53K -33 -0.2%
JWCA
82
J.W. Cole Advisors
Florida
$705K +$659K +14,182 New
LNC
83
Lincoln National Corp
Pennsylvania
$681K +$281K +6,057 +79%
CH
84
Canton Hathaway
Rhode Island
$636K +$70.6K +1,520 +14%
DLCIG
85
D.L. Carlson Investment Group
New Hampshire
$624K -$10.2K -220 -2%
Creative Planning
86
Creative Planning
Kansas
$577K +$202K +4,352 +60%
EH
87
Equitable Holdings
New York
$563K +$525K +11,316 New
SIA
88
Soltis Investment Advisors
Utah
$550K +$513K +11,053 New
CFD
89
Creative Financial Designs
Indiana
$532K -$103K -2,209 -17%
FA
90
FMA Advisory
Pennsylvania
$527K +$15.6K +337 +3%
FAAS
91
First Allied Advisory Services
California
$471K +$148K +3,181 +50%
Fisher Asset Management
92
Fisher Asset Management
Washington
$466K +$33K +710 +8%
RCYC
93
Richard C. Young & Co
Rhode Island
$466K +$435K +9,377 New
EIA
94
Eldridge Investment Advisors
New Hampshire
$463K -$20K -430 -4%
RBFC
95
Roman Butler Fullerton & Co
Missouri
$459K +$92.3K +1,987 +27%
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
$456K -$11.4K -246 -3%
AA
97
Advisory Alpha
Michigan
$454K +$16.5K +355 +4%
WPP
98
Whalerock Point Partners
Rhode Island
$439K -$13.3K -287 -3%
TGAM
99
TBH Global Asset Management
Tennessee
$434K +$405K +8,719 New
CFGS
100
Concourse Financial Group Securities
Alabama
$429K +$76.6K +1,650 +24%