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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
BFC
126
Bedel Financial Consulting
Indiana
$9K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$9K
EWM
128
Executive Wealth Management
Michigan
$9K +$44 +1 +0.5%
GI
129
Gradient Investments
Minnesota
$8K
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$7K +$7.19K +165 New
WEC
131
Winslow Evans & Crocker
Massachusetts
$6K -$4.36K -100 -49%
TFS
132
TrustCore Financial Services
Tennessee
$5K
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$5K
CIAS
134
Capital Investment Advisory Services
North Carolina
$5K +$5.05K +116 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$5K +$5.45K +125 New
S
136
SignatureFD
Georgia
$4K +$3.88K +89 New
CFA
137
Camarda Financial Advisors
Florida
$3K
SIS
138
Sound Income Strategies
Florida
$3K
AIL
139
AGF Investments LLC
Ontario, Canada
$2K
TFA
140
Transamerica Financial Advisors
Florida
$2K +$1.35K +31 New
SCA
141
Stonebridge Capital Advisors
Minnesota
$2K +$1.61K +37 New
LWA
142
Lowe Wealth Advisors
Maryland
$2K +$2.18K +50 New
APA
143
American Portfolios Advisors
New York
$1.53K
PFO
144
Pathstone Family Office
New Jersey
$1K
FPGK
145
Financial Partners Group (Kansas)
Kansas
-$8.16M -183,290 Closed
Lazard Asset Management
146
Lazard Asset Management
New York
-$6.55M -147,325 Closed
Jane Street
147
Jane Street
New York
-$1.81M -40,750 Closed
SHIM
148
Stone House Investment Management
Pennsylvania
-$1.4M -31,523 Closed
Goldman Sachs
149
Goldman Sachs
New York
-$921K -20,706 Closed
BRWA
150
B. Riley Wealth Advisors
Florida
-$919K -20,633 Closed