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Fidelity MSCI Health Care Index ETF

179 hedge funds and large institutions have $575M invested in Fidelity MSCI Health Care Index ETF in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

29% more capital invested

Capital invested by funds: $446M → $575M (+$129M)

18% more funds holding

Funds holding: 152179 (+27)

3.25% more ownership

Funds ownership: 30.86%34.11% (+3.2%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
47
Increased
62
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
101
KeyBank National Association
Ohio
$425K
DOA
102
D'Orazio & Associates
Virginia
$418K
GWM
103
Geneos Wealth Management
Colorado
$390K +$18.1K +389 +5%
MA
104
Mutual Advisors
Nebraska
$389K +$16.3K +352 +5%
PAG
105
Private Advisor Group
New Jersey
$382K +$24.6K +529 +7%
CST
106
Charles Schwab Trust
Nevada
$373K -$279 -6 -0.1%
FAIM
107
Financial Advocates Investment Management
Washington
$328K +$46 +1 +0%
ATPW
108
Ashton Thomas Private Wealth
Arizona
$315K +$294K +6,328 New
EIP
109
Ellis Investment Partners
Pennsylvania
$312K +$418 +9 +0.1%
PS
110
Portfolio Strategies
New York
$301K +$281K +6,051 New
FCA
111
FLC Capital Advisors
California
$280K
RIA
112
Regal Investment Advisors
Michigan
$275K
XWM
113
Xcel Wealth Management
Florida
$265K
CIC
114
Carnegie Investment Counsel
Ohio
$252K -$37.1K -799 -14%
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$248K
OC
116
Oppenheimer & Co
New York
$247K -$9.29K -200 -4%
TRCT
117
Tower Research Capital (TRC)
New York
$246K -$1.4M -30,130 -86%
KFGK
118
Keystone Financial Group (Kentucky)
Kentucky
$233K +$218K +4,692 New
KPCM
119
Kings Point Capital Management
New York
$224K +$209K +4,500 New
AF
120
AtlasMark Financial
Texas
$219K +$204K +4,400 New
JFA
121
Johanson Financial Advisors
California
$212K +$491K +10,564 New
CTA
122
Colonial Trust Advisors
South Carolina
$210K +$196K +4,213 New
JIP
123
Jaffetilchin Investment Partners
Florida
$205K +$191K +4,122 New
SSWG
124
Seven Springs Wealth Group
Tennessee
$188K +$176K +3,788 New
GC
125
Grace Capital
Massachusetts
$179K +$167K +3,600 New