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Fidelity MSCI Health Care Index ETF

97 hedge funds and large institutions have $229M invested in Fidelity MSCI Health Care Index ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 21

18% more funds holding

Funds holding: 8297 (+15)

13% more capital invested

Capital invested by funds: $202M → $229M (+$26.6M)

1.29% more ownership

Funds ownership: 23.73%25.01% (+1.3%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
42
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCYC
1
Richard C. Young & Co
Rhode Island
$32.5M +$3.9M +97,852 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.9M -$2.51M -63,133 -10%
BFA
3
Beaumont Financial Advisors
Massachusetts
$20.6M -$326K -8,176 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.72M -$885K -22,212 -8%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$9.13M -$126K -3,156 -1%
Wells Fargo
6
Wells Fargo
California
$9.04M +$682K +17,118 +8%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$8.93M -$1.47M -36,813 -14%
Morgan Stanley
8
Morgan Stanley
New York
$8.11M +$2.34M +58,732 +41%
RWP
9
RWA Wealth Partners
Massachusetts
$7.81M +$7.77M +195,191 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$7.47M +$421K +10,579 +6%
BW
11
Biegel & Waller
Maryland
$5.94M -$5.98M -150,145 -50%
BRCM
12
Bright Rock Capital Management
Massachusetts
$5.37M
Jane Street
13
Jane Street
New York
$5.26M +$5.23M +131,429 New
GWM
14
Geneos Wealth Management
Colorado
$5.07M +$4.8M +120,453 +1,897%
Lido Advisors
15
Lido Advisors
California
$4.79M +$1.09M +27,318 +30%
FI
16
FormulaFolio Investments
Michigan
$4.76M +$4.74M +118,983 New
ASN
17
Advisory Services Network
Georgia
$3.4M +$971K +24,369 +40%
SB
18
Suntrust Banks
Georgia
$3.15M +$443K +11,129 +16%
SPC
19
Sigma Planning Corp
Michigan
$2.89M -$1.91M -48,036 -40%
Bank of America
20
Bank of America
North Carolina
$2.89M +$131K +3,299 +5%
LNC
21
Lincoln National Corp
Pennsylvania
$2.69M +$1.46M +36,543 +119%
TCM
22
Traynor Capital Management
Pennsylvania
$2.61M +$67.3K +1,691 +3%
CW
23
Cobiz Wealth
Colorado
$2.57M +$2.56M +64,305 New
UBS Group
24
UBS Group
Switzerland
$2.53M +$653K +16,394 +35%
NR
25
Newfound Research
Massachusetts
$2.44M +$75.5K +1,897 +3%