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Fidelity MSCI Health Care Index ETF

68 hedge funds and large institutions have $105M invested in Fidelity MSCI Health Care Index ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 6668 (+2)

0.17% less ownership

Funds ownership: 18.25%18.08% (-0.17%)

8% less capital invested

Capital invested by funds: $113M → $105M (-$8.59M)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
19
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCYC
1
Richard C. Young & Co
Rhode Island
$21M +$1.44M +43,509 +7%
PAG
2
Pinnacle Advisory Group
Maryland
$19.6M +$19.7M +595,507 New
BW
3
Biegel & Waller
Maryland
$11.9M +$11.9M +359,285 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.98M -$1.42M -42,851 -17%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$6.41M -$366K -11,053 -5%
BRCM
6
Bright Rock Capital Management
Massachusetts
$4.28M
Morgan Stanley
7
Morgan Stanley
New York
$3.31M +$2.15M +64,915 +182%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.25M -$756K -22,829 -19%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.59M -$177K -5,327 -6%
Bank of America
10
Bank of America
North Carolina
$2.35M +$2.19M +66,178 +1,266%
TCM
11
Traynor Capital Management
Pennsylvania
$2.29M +$41.2K +1,244 +2%
SPC
12
Sigma Planning Corp
Michigan
$2.08M +$1.12M +33,673 +114%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.65M +$752K +22,709 +83%
TRCT
14
Tower Research Capital (TRC)
New York
$1.33M -$499K -15,064 -27%
AIA
15
Armor Investment Advisors
North Carolina
$1.27M +$1.28M +38,592 New
CA
16
Cetera Advisors
Colorado
$1.2M +$1.21M +36,553 New
RW
17
Rand Wealth
Maryland
$1.16M -$8.48K -256 -0.7%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.15M -$5.96M -180,020 -84%
CFD
19
Creative Financial Designs
Indiana
$843K +$849K +25,623 New
WAM
20
Weatherly Asset Management
California
$739K -$9.94K -300 -1%
LPL Financial
21
LPL Financial
California
$728K -$126K -3,791 -15%
AB
22
Atlas Brown
Kentucky
$659K
Citadel Advisors
23
Citadel Advisors
Florida
$605K +$152K +4,585 +33%
Lido Advisors
24
Lido Advisors
California
$597K +$601K +18,146 New
Goldman Sachs
25
Goldman Sachs
New York
$516K -$284K -8,559 -35%