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Fidelity MSCI Health Care Index ETF

35 hedge funds and large institutions have $137M invested in Fidelity MSCI Health Care Index ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

94% more funds holding

Funds holding: 1835 (+17)

60% more capital invested

Capital invested by funds: $85.7M → $137M (+$51.1M)

3.44% less ownership

Funds ownership: 37.28%33.85% (-3.4%)

Holders
35
Holders Change
+17
Holders Change %
+94.44%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
10
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$31.6M -$2.05M -64,205 -6%
PAG
2
Pinnacle Advisory Group
Maryland
$29.9M +$28.7M +896,238 +7,187%
RCYC
3
Richard C. Young & Co
Rhode Island
$18.4M +$16.4M +513,504 +1,101%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$15.5M -$16.5M -516,849 -52%
VC
5
Vicus Capital
Pennsylvania
$6.53M +$6.35M +198,455 New
Goldman Sachs
6
Goldman Sachs
New York
$6.34M +$1.07M +33,393 +21%
Jane Street
7
Jane Street
New York
$5.25M +$5.1M +159,581 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5M +$3.15M +98,641 +185%
SG Americas Securities
9
SG Americas Securities
New York
$4.5M +$4.37M +136,820 New
BRCM
10
Bright Rock Capital Management
Massachusetts
$4.24M +$1.27M +39,800 +45%
LPL Financial
11
LPL Financial
California
$1.95M +$29.6K +927 +2%
AIG
12
American International Group
New York
$1.21M +$1.16M +36,397 +9,837%
SPC
13
Sigma Planning Corp
Michigan
$1.19M +$1.16M +36,234 New
RW
14
Rand Wealth
Maryland
$1.16M +$1.08M +33,778 New
ACM
15
Argentus Capital Management
Texas
$922K +$141K +4,421 +19%
TCM
16
Traynor Capital Management
Pennsylvania
$597K +$581K +18,159 New
Deutsche Bank
17
Deutsche Bank
Germany
$534K +$520K +16,260 New
TFA
18
Transamerica Financial Advisors
Florida
$488K +$474K +14,811 New
Morgan Stanley
19
Morgan Stanley
New York
$409K +$194K +6,054 +95%
RJA
20
Raymond James & Associates
Florida
$341K +$331K +10,350 New
CWM
21
Concert Wealth Management
California
$250K +$244K +7,638 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$194K
NPC
23
National Planning Corporation
California
$56.8K +$54.4K +1,700 New
VAM
24
Visionary Asset Management
Texas
$48K +$46.3K +1,449 New
Bank of America
25
Bank of America
North Carolina
$42K -$189K -5,926 -82%