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Fidelity MSCI Health Care Index ETF

46 hedge funds and large institutions have $144M invested in Fidelity MSCI Health Care Index ETF in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

31% more funds holding

Funds holding: 3546 (+11)

6% more capital invested

Capital invested by funds: $137M → $144M (+$7.61M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.75% less ownership

Funds ownership: 33.85%27.09% (-6.8%)

Holders
46
Holders Change
+11
Holders Change %
+31.43%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
16
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$33.7M -$105K -3,042 -0.3%
PAG
2
Pinnacle Advisory Group
Maryland
$31.7M -$337K -9,761 -1%
RCYC
3
Richard C. Young & Co
Rhode Island
$20.3M +$560K +16,232 +3%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$10.6M -$5.93M -172,026 -36%
Goldman Sachs
5
Goldman Sachs
New York
$8.98M +$2.14M +62,026 +32%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.71M +$2.3M +66,692 +44%
BRCM
7
Bright Rock Capital Management
Massachusetts
$4.55M
SG Americas Securities
8
SG Americas Securities
New York
$3.46M -$1.34M -38,820 -28%
LPL Financial
9
LPL Financial
California
$3.04M +$957K +27,765 +47%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.78M +$2.72M +78,781 New
Wells Fargo
11
Wells Fargo
California
$2.5M +$2.44M +70,665 +34,640%
SPC
12
Sigma Planning Corp
Michigan
$2.35M +$1.05M +30,321 +84%
AIG
13
American International Group
New York
$1.74M +$434K +12,577 +34%
Morgan Stanley
14
Morgan Stanley
New York
$1.46M +$995K +28,867 +232%
ACM
15
Argentus Capital Management
Texas
$1.32M +$321K +9,301 +33%
RW
16
Rand Wealth
Maryland
$1.25M +$62K +1,797 +5%
Jane Street
17
Jane Street
New York
$1.06M -$4.46M -129,471 -81%
TCM
18
Traynor Capital Management
Pennsylvania
$971K +$324K +9,384 +52%
GA
19
Giralda Advisors
New York
$767K +$750K +21,747 New
Citadel Advisors
20
Citadel Advisors
Florida
$690K +$674K +19,558 New
TFA
21
Transamerica Financial Advisors
Florida
$517K -$5.17K -150 -1%
PVH
22
Psagot Value Holdings
Israel
$511K +$500K +14,500 New
CWM
23
Concert Wealth Management
California
$400K +$227K +6,590 +86%
RJA
24
Raymond James & Associates
Florida
$365K
CPSAC
25
Chas P. Smith & Associates (CPS)
Florida
$365K +$357K +10,350 New