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Fidelity MSCI Health Care Index ETF

141 hedge funds and large institutions have $498M invested in Fidelity MSCI Health Care Index ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

14% more funds holding

Funds holding: 124141 (+17)

1.83% less ownership

Funds ownership: 34.16%32.33% (-1.8%)

6% less capital invested

Capital invested by funds: $527M → $498M (-$29.5M)

Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
3.14%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
38
Increased
58
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CH
101
Canton Hathaway
Rhode Island
$156K +$20.2K +459 +14%
FHA
102
Flagship Harbor Advisors
Massachusetts
$156K +$125K +2,835 +296%
MSA
103
Marino Stram & Associates
Massachusetts
$94K +$40.3K +916 +31%
AIM
104
Advantage Investment Management
Iowa
$86K -$16.9K -385 -16%
RWA
105
River Wealth Advisors
Pennsylvania
$84K +$4.44K +101 +5%
EFSCE
106
Enterprise Financial Services Corp (EFSC)
Missouri
$71K
GWA
107
Guidant Wealth Advisors
Illinois
$63K +$9.89K +225 +17%
BWM
108
BerganKDV Wealth Management
Minnesota
$59K +$220 +5 +0.4%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$57K
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$33K
GEA
111
Glen Eagle Advisors
New Jersey
$32.6K +$28.3K +645 +445%
AF
112
Advisornet Financial
Minnesota
$32K +$18.4K +418 +120%
BFEC
113
Benjamin F. Edwards & Company
Missouri
$26K -$308 -7 -1%
RFWA
114
RPg Family Wealth Advisory
Massachusetts
$24.9K
LC
115
Lindbrook Capital
California
$18K +$19.9K +453 New
TCM
116
Tradewinds Capital Management
Washington
$17K +$4.48K +102 +32%
CAC
117
Certified Advisory Corp
Florida
$15K
ME
118
McIlrath & Eck
Washington
$15K +$15.6K +354 New
VNA
119
Valley National Advisers
Pennsylvania
$13K
BOPW
120
Brandywine Oak Private Wealth
Pennsylvania
$12K +$13.2K +300 New
WEC
121
Winslow Evans & Crocker
Massachusetts
$10K -$8.53K -194 -49%
LWM
122
Liberty Wealth Management
California
$10K +$11K +250 New
DWM
123
Destination Wealth Management
California
$8K -$26.6K -605 -75%
VCM
124
Vigilant Capital Management
Maine
$8K -$26.5K -603 -76%
BFC
125
Bedel Financial Consulting
Indiana
$8K -$7.03K -160 -44%