We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

152 hedge funds and large institutions have $446M invested in Fidelity MSCI Health Care Index ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

4% more funds holding

Funds holding: 146152 (+6)

2.56% less ownership

Funds ownership: 33.43%30.86% (-2.6%)

15% less capital invested

Capital invested by funds: $527M → $446M (-$81.4M)

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
23
Increased
52
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
101
Carnegie Investment Counsel
Ohio
$254K +$260K +5,866 New
WIA
102
World Investment Advisors
California
$253K -$26K -588 -9%
FCA
103
FLC Capital Advisors
California
$244K
CS
104
Credit Suisse
Switzerland
$244K +$249K +5,633 New
RIA
105
Regal Investment Advisors
Michigan
$240K +$17.7K +400 +8%
XWM
106
Xcel Wealth Management
Florida
$231K
OC
107
Oppenheimer & Co
New York
$224K -$2.21K -50 -1%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$1.37K -31 -0.6%
SWM
109
Sequoia Wealth Management
Illinois
$204K +$206K +4,650 New
CAL
110
Capital Analysts LLC
Pennsylvania
$195K
GEA
111
Glen Eagle Advisors
New Jersey
$134K -$5.84K -132 -4%
EFSCE
112
Enterprise Financial Services Corp (EFSC)
Missouri
$67K
GWA
113
Guidant Wealth Advisors
Illinois
$67K
SMG
114
Spectrum Management Group
Indiana
$60K -$13.1M -295,209 -100%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$59K
SFS
116
Sowell Financial Services
Arkansas
$47K +$47.8K +1,079 New
BFEC
117
Benjamin F. Edwards & Company
Missouri
$34K
RFWA
118
RPg Family Wealth Advisory
Massachusetts
$26.2K
BWM
119
BerganKDV Wealth Management
Minnesota
$23K +$89 +2 +0.4%
CAC
120
Certified Advisory Corp
Florida
$21K +$44 +1 +0.2%
TCM
121
Tradewinds Capital Management
Washington
$19K +$44 +1 +0.2%
BCI
122
Brinker Capital Investments
Pennsylvania
$18K -$6.64K -150 -26%
ME
123
McIlrath & Eck
Washington
$15K
WCG
124
Weaver Consulting Group
California
$15K +$4.92K +111 +48%
SSB
125
Sandy Spring Bank
Maryland
$13K -$3.59K -81 -22%