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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
GEA
126
Glen Eagle Advisors
New Jersey
$154K
EFSCE
127
Enterprise Financial Services Corp (EFSC)
Missouri
$137K +$55.7K +1,200 +78%
IA
128
IFP Advisors
Florida
$127K -$1.76M -37,955 -94%
SFS
129
Sowell Financial Services
Arkansas
$96K +$39.1K +841 +78%
EI
130
Ellevest Inc
New York
$91K +$71.2K +1,533 +511%
AWA
131
Arkadios Wealth Advisors
Georgia
$71.2K +$65K +1,400 New
SMG
132
Spectrum Management Group
Indiana
$69K +$46 +1 +0.1%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$68K
LWM
134
Liberty Wealth Management
California
$50K +$35K +754 +296%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$45K +$5.9K +127 +16%
SAM
136
S.A. Mason
Michigan
$36K +$33.9K +729 New
RFWA
137
RPg Family Wealth Advisory
Massachusetts
$30K
CAC
138
Certified Advisory Corp
Florida
$28K +$3.06K +66 +14%
BWM
139
BerganKDV Wealth Management
Minnesota
$27K +$46 +1 +0.2%
AF
140
Allworth Financial
California
$24K +$22.6K +486 New
BCI
141
Brinker Capital Investments
Pennsylvania
$21K
TCM
142
Tradewinds Capital Management
Washington
$21K +$46 +1 +0.2%
PMFA
143
Plante Moran Financial Advisors
Michigan
$20K +$18.5K +398 New
ME
144
McIlrath & Eck
Washington
$18K
GRP
145
Global Retirement Partners
California
$17K -$297K -6,397 -95%
EWM
146
EPG Wealth Management
Georgia
$16K +$14.7K +316 New
FHA
147
First Horizon Advisors
Tennessee
$15K
VNA
148
Valley National Advisers
Pennsylvania
$15K
WCG
149
Weaver Consulting Group
California
$15K
MF
150
Manchester Financial
California
$13K +$12.1K +260 New