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Fidelity MSCI Health Care Index ETF

73 hedge funds and large institutions have $184M invested in Fidelity MSCI Health Care Index ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more capital invested

Capital invested by funds: $163M → $184M (+$21.1M)

0.43% more ownership

Funds ownership: 23.38%23.81% (+0.43%)

0% more funds holding

Funds holding: 7373 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
9
Increased
37
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCYC
1
Richard C. Young & Co
Rhode Island
$26.8M +$599K +16,336 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.2M +$2.08M +56,630 +9%
BFA
3
Beaumont Financial Advisors
Massachusetts
$19.4M +$1.66M +45,206 +10%
BW
4
Biegel & Waller
Maryland
$13.1M +$64.5K +1,759 +0.5%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$9.1M +$443K +12,076 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.86M -$1.23M -33,659 -13%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$7.49M +$2.4M +65,366 +50%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$6.01M +$601K +16,379 +12%
GWM
9
Geneos Wealth Management
Colorado
$5.5M -$1.56M -42,461 -23%
Morgan Stanley
10
Morgan Stanley
New York
$5.48M +$1.44M +39,270 +38%
Wells Fargo
11
Wells Fargo
California
$5.23M +$2.31M +63,040 +86%
BRCM
12
Bright Rock Capital Management
Massachusetts
$5.14M +$147K +4,000 +3%
SPC
13
Sigma Planning Corp
Michigan
$3.53M +$640K +17,455 +23%
DLCIG
14
D.L. Carlson Investment Group
New Hampshire
$3.08M +$2.95M +80,334 New
HighTower Advisors
15
HighTower Advisors
Illinois
$3.04M +$78.2K +2,132 +3%
Bank of America
16
Bank of America
North Carolina
$2.56M +$121K +3,297 +5%
TCM
17
Traynor Capital Management
Pennsylvania
$2.5M -$46.1K -1,257 -2%
ASN
18
Advisory Services Network
Georgia
$2.42M -$1.06M -28,904 -31%
Lido Advisors
19
Lido Advisors
California
$2.27M +$2.01M +54,842 +1,246%
RW
20
Rand Wealth
Maryland
$2.24M +$136K +3,702 +7%
AIA
21
Armor Investment Advisors
North Carolina
$1.76M +$96.5K +2,630 +6%
LPL Financial
22
LPL Financial
California
$1.75M +$125K +3,405 +8%
CA
23
Cetera Advisors
Colorado
$1.67M +$37.8K +1,030 +2%
SB
24
Suntrust Banks
Georgia
$1.66M +$1.59M +43,279 New
Northern Trust
25
Northern Trust
Illinois
$1.54M