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Fidelity MSCI Health Care Index ETF

82 hedge funds and large institutions have $202M invested in Fidelity MSCI Health Care Index ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

12% more funds holding

Funds holding: 7382 (+9)

10% more capital invested

Capital invested by funds: $184M → $202M (+$18.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 23.81%23.73% (-0.08%)

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
31
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCYC
1
Richard C. Young & Co
Rhode Island
$28.3M +$663K +17,122 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.1M -$856K -22,105 -3%
BFA
3
Beaumont Financial Advisors
Massachusetts
$20.7M +$667K +17,223 +3%
BW
4
Biegel & Waller
Maryland
$11.8M -$1.72M -44,562 -13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.5M +$1.31M +33,836 +15%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$10.3M +$4M +103,330 +66%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$9.15M -$234K -6,055 -3%
Wells Fargo
8
Wells Fargo
California
$8.25M +$2.8M +72,271 +53%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.96M -$755K -19,497 -10%
Morgan Stanley
10
Morgan Stanley
New York
$5.7M +$40.8K +1,053 +0.7%
BRCM
11
Bright Rock Capital Management
Massachusetts
$5.31M
SPC
12
Sigma Planning Corp
Michigan
$4.76M +$1.1M +28,304 +31%
Lido Advisors
13
Lido Advisors
California
$3.63M +$1.29M +33,323 +56%
Ameriprise
14
Ameriprise
Minnesota
$2.96M +$2.57M +66,299 +781%
Bank of America
15
Bank of America
North Carolina
$2.73M +$80.8K +2,087 +3%
SB
16
Suntrust Banks
Georgia
$2.67M +$943K +24,374 +56%
TCM
17
Traynor Capital Management
Pennsylvania
$2.5M -$63.5K -1,640 -3%
ASN
18
Advisory Services Network
Georgia
$2.39M -$104K -2,696 -4%
NR
19
Newfound Research
Massachusetts
$2.33M +$1.79M +46,214 +362%
RW
20
Rand Wealth
Maryland
$2.28M -$39.2K -1,014 -2%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.2M -$927K -23,941 -30%
LPL Financial
22
LPL Financial
California
$2.03M +$217K +5,605 +12%
AIA
23
Armor Investment Advisors
North Carolina
$1.92M +$103K +2,650 +6%
UBS Group
24
UBS Group
Switzerland
$1.85M +$370K +9,562 +26%
CA
25
Cetera Advisors
Colorado
$1.68M -$42.6K -1,101 -3%