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Fidelity MSCI Health Care Index ETF

73 hedge funds and large institutions have $163M invested in Fidelity MSCI Health Care Index ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

55% more capital invested

Capital invested by funds: $105M → $163M (+$57.8M)

7% more funds holding

Funds holding: 6873 (+5)

5.3% more ownership

Funds ownership: 18.08%23.38% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
30
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCYC
1
Richard C. Young & Co
Rhode Island
$24.4M +$1.53M +43,689 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.4M +$21.5M +614,896 +5,251%
BFA
3
Beaumont Financial Advisors
Massachusetts
$16.5M +$16.2M +461,947 New
BW
4
Biegel & Waller
Maryland
$12.2M -$626K -17,911 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.47M +$1.85M +52,968 +25%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$8.05M +$1.07M +30,579 +16%
GWM
7
Geneos Wealth Management
Colorado
$6.65M +$6.39M +182,730 +5,334%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$5.02M +$3.69M +105,538 +302%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.65M +$1.1M +31,568 +32%
BRCM
10
Bright Rock Capital Management
Massachusetts
$4.65M
Morgan Stanley
11
Morgan Stanley
New York
$3.71M +$112K +3,204 +3%
AG
12
Advisor Group
Arizona
$3.62M +$3.38M +96,784 +2,128%
ASN
13
Advisory Services Network
Georgia
$3.29M +$3.22M +92,152 New
HighTower Advisors
14
HighTower Advisors
Illinois
$2.77M -$30.3K -866 -1%
Ameriprise
15
Ameriprise
Minnesota
$2.72M +$2.18M +62,379 +451%
SPC
16
Sigma Planning Corp
Michigan
$2.67M +$401K +11,460 +18%
Wells Fargo
17
Wells Fargo
California
$2.63M +$2.5M +71,623 +3,738%
TCM
18
Traynor Capital Management
Pennsylvania
$2.49M -$85.9K -2,458 -4%
Bank of America
19
Bank of America
North Carolina
$2.27M -$270K -7,723 -11%
RW
20
Rand Wealth
Maryland
$1.96M +$684K +19,564 +55%
Lido Advisors
21
Lido Advisors
California
$1.6M -$481K -13,743 -76%
AIA
22
Armor Investment Advisors
North Carolina
$1.54M +$164K +4,680 +12%
CA
23
Cetera Advisors
Colorado
$1.52M +$212K +6,049 +17%
LPL Financial
24
LPL Financial
California
$1.52M +$717K +20,502 +94%
Northern Trust
25
Northern Trust
Illinois
$1.43M +$1.4M +40,122 New