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Fidelity MSCI Health Care Index ETF

98 hedge funds and large institutions have $358M invested in Fidelity MSCI Health Care Index ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

57% more capital invested

Capital invested by funds: $229M → $358M (+$130M)

7.58% more ownership

Funds ownership: 25.01%32.59% (+7.6%)

1% more funds holding

Funds holding: 9798 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

12% less call options, than puts

Call options by funds: $203K | Put options by funds: $231K

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
42
Reduced
26
Closed
11
Calls
$203K
Puts
$231K
Net Calls
-$28K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$112M +$116M +2,812,676 New
BFA
2
Beaumont Financial Advisors
Massachusetts
$36.6M +$16.7M +403,329 +78%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.9M +$13M +313,687 +52%
RCYC
4
Richard C. Young & Co
Rhode Island
$33.5M +$1.12M +26,936 +3%
RWP
5
RWA Wealth Partners
Massachusetts
$12.3M +$4.73M +114,182 +58%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.8M +$2.22M +53,717 +22%
BTS
7
BB&T Securities
Virginia
$10.9M +$11.4M +274,554 New
Wells Fargo
8
Wells Fargo
California
$9.8M +$837K +20,203 +9%
CPSAC
9
Chas P. Smith & Associates (CPS)
Florida
$8.96M -$134K -3,226 -1%
Morgan Stanley
10
Morgan Stanley
New York
$7.42M -$682K -16,467 -8%
Lido Advisors
11
Lido Advisors
California
$6.82M +$2.13M +51,469 +43%
FI
12
FormulaFolio Investments
Michigan
$6.78M +$2.13M +51,390 +43%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$6.34M -$2.66M -64,182 -29%
RW
14
Rand Wealth
Maryland
$4.58M +$2.31M +55,795 +94%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.54M -$3.01M -72,774 -39%
SB
16
Suntrust Banks
Georgia
$4.16M +$1.06M +25,633 +33%
SPC
17
Sigma Planning Corp
Michigan
$3.2M +$335K +8,084 +11%
TCM
18
Traynor Capital Management
Pennsylvania
$2.69M +$86.9K +2,098 +3%
LPL Financial
19
LPL Financial
California
$2.46M +$47.5K +1,148 +2%
UBS Group
20
UBS Group
Switzerland
$2.46M -$63.9K -1,542 -2%
AIA
21
Armor Investment Advisors
North Carolina
$2.19M +$133K +3,200 +6%
ASN
22
Advisory Services Network
Georgia
$2.18M -$1.25M -30,212 -36%
Northern Trust
23
Northern Trust
Illinois
$2.14M
Jane Street
24
Jane Street
New York
$1.72M -$3.66M -88,339 -67%
CA
25
Cetera Advisors
Colorado
$1.71M -$14.5K -351 -0.8%