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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
APA
176
American Portfolios Advisors
New York
$1.69K
HNB
177
Huntington National Bank
Ohio
$1K
WQ
178
Wealth Quarterback
New Jersey
$54 +$104K +2,231 New
VF
179
Virtu Financial
New York
-$6.06M -139,714 Closed
CWG
180
Cornerstone Wealth Group
North Carolina
-$1.83M -42,313 Closed
Goldman Sachs
181
Goldman Sachs
New York
-$1.69M -38,927 Closed
Citadel Advisors
182
Citadel Advisors
Florida
-$1.07M -24,660 Closed
PJSIMP
183
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$651K -15,001 Closed
GM
184
GeoWealth Management
Illinois
-$428K -9,873 Closed
WIA
185
World Investment Advisors
California
-$253K -5,832 Closed
CS
186
Credit Suisse
Switzerland
-$244K -5,633 Closed
SWM
187
Sequoia Wealth Management
Illinois
-$204K -4,650 Closed
CAL
188
Capital Analysts LLC
Pennsylvania
-$195K -4,500 Closed
TAIM
189
TD Ameritrade Investment Management
Nebraska
-$9K -200 Closed
CIAS
190
Capital Investment Advisory Services
North Carolina
-$4K -93 Closed
CFA
191
Carroll Financial Associates
North Carolina
-$3K -70 Closed
KWA
192
KCS Wealth Advisory
California
-$2.86K -66 Closed
SCA
193
Stonebridge Capital Advisors
Minnesota
-$2K -37 Closed
PFO
194
Pathstone Family Office
New Jersey
-$1K -34 Closed
FCMT
195
Founders Capital Management (Texas)
Texas
+$232 +5 New
William Blair & Company
196
William Blair & Company
Illinois
+$464 +10 New