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Fidelity MSCI Health Care Index ETF

150 hedge funds and large institutions have $560M invested in Fidelity MSCI Health Care Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

42% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 43

13% more capital invested

Capital invested by funds: $498M → $560M (+$62.8M)

6% more funds holding

Funds holding: 141150 (+9)

2.78% more ownership

Funds ownership: 32.33%35.11% (+2.8%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
25
Increased
61
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$256K -$10.7K -246 -4%
JIP
102
Jaffetilchin Investment Partners
Florida
$248K -$633K -14,502 -72%
XWM
103
Xcel Wealth Management
Florida
$237K
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$223K +$30.7K +704 +16%
HFS
105
HL Financial Services
Kentucky
$217K -$16.4K -376 -7%
FHA
106
Flagship Harbor Advisors
Massachusetts
$204K +$35.2K +806 +21%
CH
107
Canton Hathaway
Rhode Island
$202K +$33.8K +775 +20%
CAL
108
Capital Analysts LLC
Pennsylvania
$200K -$32.7K -750 -14%
IA
109
IFP Advisors
Florida
$145K -$895K -20,519 -86%
GEA
110
Glen Eagle Advisors
New Jersey
$112K +$75.2K +1,723 +218%
CB
111
Community Bank
New York
$96K +$93.8K +2,151 New
EFSCE
112
Enterprise Financial Services Corp (EFSC)
Missouri
$77K
GWA
113
Guidant Wealth Advisors
Illinois
$69K
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$61K
AF
115
Advisornet Financial
Minnesota
$53K +$19.1K +437 +57%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$36K
BFEC
117
Benjamin F. Edwards & Company
Missouri
$35K +$6.94K +159 +25%
RFWA
118
RPg Family Wealth Advisory
Massachusetts
$26.8K
MSA
119
Marino Stram & Associates
Massachusetts
$26K -$143K -3,287 -85%
Deutsche Bank
120
Deutsche Bank
Germany
$25K -$343K -7,871 -93%
BWM
121
BerganKDV Wealth Management
Minnesota
$24K -$38.8K -890 -62%
CAC
122
Certified Advisory Corp
Florida
$22K +$5.45K +125 +35%
TCM
123
Tradewinds Capital Management
Washington
$19K +$174 +4 +0.9%
ME
124
McIlrath & Eck
Washington
$16K
AIM
125
Advantage Investment Management
Iowa
$14K -$77.1K -1,768 -85%