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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
RFWA
101
RPg Family Wealth Advisory
Massachusetts
$28.2K
SAM
102
Shamrock Asset Management
Texas
$23K
WEC
103
Winslow Evans & Crocker
Massachusetts
$20K
CAC
104
Certified Advisory Corp
Florida
$17K
BFC
105
Bedel Financial Consulting
Indiana
$16K +$669 +15 +4%
AF
106
Advisornet Financial
Minnesota
$16K +$15.5K +347 New
TCM
107
Tradewinds Capital Management
Washington
$15K +$14.3K +320 New
VNA
108
Valley National Advisers
Pennsylvania
$14K
JA
109
JOYN Advisors
Georgia
$11K +$10.3K +230 New
GI
110
Gradient Investments
Minnesota
$9K +$8.11K +182 New
PGWM
111
Parisi Gray Wealth Management
New Jersey
$7K
GEA
112
Glen Eagle Advisors
New Jersey
$6.79K
TFS
113
TrustCore Financial Services
Tennessee
$5K
WWMSC
114
Wagner Wealth Management (South Carolina)
South Carolina
$5K
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.46K +100 New
SIS
116
Sound Income Strategies
Florida
$4K -$3.65K -82 -52%
LFA
117
Legacy Financial Advisors
Kentucky
$4K
AIL
118
AGF Investments LLC
Ontario, Canada
$4K +$1.52K +34 +68%
TFA
119
Transamerica Financial Advisors
Florida
$3K -$89 -2 -4%
FGAM
120
Financial Gravity Asset Management
Texas
$1K -$45 -1 -3%
RMAM
121
Raab & Moskowitz Asset Management
New Jersey
$1K +$1.87K +42 New
Jane Street
122
Jane Street
New York
-$2.56M -61,909 Closed
Citadel Advisors
123
Citadel Advisors
Florida
-$483K -11,692 Closed
CM
124
Cornerstone Management
Georgia
-$438K -10,617 Closed
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$361K -8,731 Closed