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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
RIA
151
Realta Investment Advisors
Delaware
$12K
TF
152
TimeScale Financial
Massachusetts
$12K
VFA
153
Valeo Financial Advisors
Indiana
$12K +$11.4K +245 New
VCP
154
Verus Capital Partners
Arizona
$11K +$9.85K +212 New
EW
155
Element Wealth
Mississippi
$11K +$9.98K +215 New
BFC
156
Bedel Financial Consulting
Indiana
$10K
FANJ
157
Financial Architects (New Jersey)
New Jersey
$10K +$9.29K +200 New
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$9K
GI
159
Gradient Investments
Minnesota
$9K
SSB
160
Sandy Spring Bank
Maryland
$6K -$7.85K -169 -58%
Citigroup
161
Citigroup
New York
$6K
WEC
162
Winslow Evans & Crocker
Massachusetts
$6K
TFS
163
TrustCore Financial Services
Tennessee
$5K
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$5K
SIM
165
Sonora Investment Management
Arizona
$4K -$10.1K -217 -73%
SIS
166
Sound Income Strategies
Florida
$4K
S
167
SignatureFD
Georgia
$3K -$1.44K -31 -35%
SWM
168
Selective Wealth Management
Virginia
$3K
AIL
169
AGF Investments LLC
Ontario, Canada
$3K +$882 +19 +39%
LWA
170
Lowe Wealth Advisors
Maryland
$2K
PA
171
Parallel Advisors
California
$2K
TWA
172
TCI Wealth Advisors
Arizona
$2K +$1.53K +33 New
CWAF
173
Core Wealth Advisors (Florida)
Florida
$2K +$1.86K +40 New
RMAM
174
Raab & Moskowitz Asset Management
New Jersey
$2K +$1.95K +42 New
FGAM
175
Financial Gravity Asset Management
Texas
$2K +$2K +43 New