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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
GI
126
Gradient Investments
Minnesota
$8K
RCG
127
Ruggie Capital Group
Florida
$8K +$8.13K +185 New
EWM
128
Executive Wealth Management
Michigan
$8K +$8.66K +197 New
PGWM
129
Parisi Gray Wealth Management
New Jersey
$6K
AIC
130
Archer Investment Corporation
Indiana
$6K +$6.2K +141 New
JA
131
JOYN Advisors
Georgia
$4K -$5.71K -130 -57%
LFA
132
Legacy Financial Advisors
Kentucky
$4K
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$4K +$44 +1 +1%
AIL
134
AGF Investments LLC
Ontario, Canada
$3K
SIS
135
Sound Income Strategies
Florida
$3K
S
136
SignatureFD
Georgia
$3K +$3.47K +79 New
TFA
137
Transamerica Financial Advisors
Florida
$2K -$439 -10 -22%
APA
138
American Portfolios Advisors
New York
$1.41K +$1.49K +34 New
FGC
139
Financial Gravity Companies
Texas
$1K +$1.49K +34 New
PFO
140
Pathstone Family Office
New Jersey
$1K +$1.49K +34 +3,400%
TI
141
TTP Investments
California
-$5.25M -112,098 Closed
BCM
142
Beck Capital Management
Texas
-$1.5M -32,009 Closed
Creative Planning
143
Creative Planning
Kansas
-$251K -5,372 Closed
PAG
144
Private Advisor Group
New Jersey
-$250K -5,344 Closed
GFPC
145
Global Financial Private Capital
Florida
-$213K -4,562 Closed
FIM
146
Fernwood Investment Management
Massachusetts
-$211K -4,500 Closed
PAG
147
Pinnacle Advisory Group
Maryland
-$203K -4,328 Closed
KF
148
Krilogy Financial
Missouri
-$103K -2,208 Closed
VEA
149
Virtus ETF Advisers
New York
-$69K -1,479 Closed
CFG
150
Citizens Financial Group
Rhode Island
-$54K -1,159 Closed