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Fidelity MSCI Health Care Index ETF

146 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

1.68% less ownership

Funds ownership: 35.11%33.43% (-1.7%)

3% less funds holding

Funds holding: 150146 (-4)

6% less capital invested

Capital invested by funds: $560M → $527M (-$33M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
24
Increased
57
Reduced
38
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$206K +$199K +4,573 New
CAL
102
Capital Analysts LLC
Pennsylvania
$203K
GC
103
Grace Capital
Massachusetts
$162K +$157K +3,600 New
GEA
104
Glen Eagle Advisors
New Jersey
$145K +$31.1K +715 +28%
AssetMark Inc
105
AssetMark Inc
California
$108K +$104K +2,395 New
EFSCE
106
Enterprise Financial Services Corp (EFSC)
Missouri
$70K -$7.54K -173 -10%
GWA
107
Guidant Wealth Advisors
Illinois
$69K
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$62K
BFEC
109
Benjamin F. Edwards & Company
Missouri
$35K
ATC
110
Adirondack Trust Company
New York
$30K +$28.6K +657 New
RFWA
111
RPg Family Wealth Advisory
Massachusetts
$27.1K
BCI
112
Brinker Capital Investments
Pennsylvania
$26K -$2.63M -60,405 -99%
BWM
113
BerganKDV Wealth Management
Minnesota
$24K +$44 +1 +0.2%
CAC
114
Certified Advisory Corp
Florida
$22K
TCM
115
Tradewinds Capital Management
Washington
$19K +$44 +1 +0.2%
SSB
116
Sandy Spring Bank
Maryland
$17K +$16.3K +374 New
ME
117
McIlrath & Eck
Washington
$16K
FHA
118
First Horizon Advisors
Tennessee
$14K
VNA
119
Valley National Advisers
Pennsylvania
$14K
EI
120
Ellevest Inc
New York
$14K +$13.1K +300 New
MF
121
Manchester Financial
California
$14K +$13.1K +300 New
RIA
122
Realta Investment Advisors
Delaware
$11K
LWM
123
Liberty Wealth Management
California
$11K +$44 +1 +0.4%
TF
124
TimeScale Financial
Massachusetts
$11K +$10.6K +244 New
WCG
125
Weaver Consulting Group
California
$10K +$9.97K +229 New