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Fidelity MSCI Health Care Index ETF

124 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

33% more capital invested

Capital invested by funds: $395M → $527M (+$132M)

14% more funds holding

Funds holding: 109124 (+15)

0.13% more ownership

Funds ownership: 34.04%34.16% (+0.13%)

Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
28
Increased
50
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$124M -$4.16M -93,378 -3%
RCYC
2
Richard C. Young & Co
Rhode Island
$39.5M +$366K +8,199 +1%
Bank of America
3
Bank of America
North Carolina
$36M +$33.2M +745,796 +3,092%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29M -$14.6M -327,730 -35%
RWP
5
RWA Wealth Partners
Massachusetts
$26.8M +$5.67M +127,280 +29%
BFA
6
Beaumont Financial Advisors
Massachusetts
$24.9M -$15.7M -352,403 -40%
Ameriprise
7
Ameriprise
Minnesota
$23.7M +$94K +2,108 +40%
BTS
8
BB&T Securities
Virginia
$18.7M -$551K -12,349 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17.4M +$1.34M +30,022 +9%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$17.1M +$9.17M +205,730 +129%
Lido Advisors
11
Lido Advisors
California
$14.1M +$3.31M +74,160 +33%
FI
12
FormulaFolio Investments
Michigan
$12.7M +$2.42M +54,377 +25%
Wells Fargo
13
Wells Fargo
California
$12.1M +$353K +7,914 +3%
SPC
14
Sigma Planning Corp
Michigan
$11.4M +$6.26M +140,460 +137%
CPSAC
15
Chas P. Smith & Associates (CPS)
Florida
$9.89M -$452K -10,150 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.36M +$3.3M +73,969 +71%
HighTower Advisors
17
HighTower Advisors
Illinois
$7.25M +$6.59M +147,748 +2,003%
Morgan Stanley
18
Morgan Stanley
New York
$7.11M +$1.06M +23,677 +18%
RW
19
Rand Wealth
Maryland
$6.09M +$24.2K +543 +0.4%
TI
20
TTP Investments
California
$5.25M +$5M +112,098 New
FPGK
21
Financial Partners Group (Kansas)
Kansas
$5.17M +$4.49M +100,745 +1,023%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$4.83M +$4.52M +101,335 +5,620%
ASN
23
Advisory Services Network
Georgia
$4.66M +$49.7K +1,114 +1%
SB
24
Suntrust Banks
Georgia
$4.51M +$56.7K +1,273 +1%
LPL Financial
25
LPL Financial
California
$3.19M +$300K +6,736 +11%