We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

141 hedge funds and large institutions have $498M invested in Fidelity MSCI Health Care Index ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

14% more funds holding

Funds holding: 124141 (+17)

1.83% less ownership

Funds ownership: 34.16%32.33% (-1.8%)

6% less capital invested

Capital invested by funds: $527M → $498M (-$29.5M)

Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
3.14%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
38
Increased
58
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$138M +$30M +682,992 +26%
RCYC
2
Richard C. Young & Co
Rhode Island
$34.1M -$827K -18,814 -2%
RWP
3
RWA Wealth Partners
Massachusetts
$26.2M +$2.63M +59,816 +10%
Bank of America
4
Bank of America
North Carolina
$17.9M -$14.8M -336,805 -44%
Lido Advisors
5
Lido Advisors
California
$17.6M +$5.31M +120,764 +40%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.4M -$8.67M -197,223 -32%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$16.7M +$1.78M +40,462 +11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15.2M -$192K -4,369 -1%
FI
9
FormulaFolio Investments
Michigan
$12.7M
Wells Fargo
10
Wells Fargo
California
$10.6M -$128K -2,920 -1%
SMG
11
Spectrum Management Group
Indiana
$10.2M +$10.8M +246,740 New
FPGK
12
Financial Partners Group (Kansas)
Kansas
$9.16M +$4.89M +111,175 +101%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$9.09M +$1.81M +41,119 +23%
CPSAC
14
Chas P. Smith & Associates (CPS)
Florida
$8.74M +$12.3K +281 +0.1%
Lazard Asset Management
15
Lazard Asset Management
New York
$7.71M +$8.2M +186,535 New
SPC
16
Sigma Planning Corp
Michigan
$7.18M -$3.05M -69,297 -29%
FSC
17
Full Sail Capital
Oklahoma
$7.03M +$7.47M +170,051 New
Morgan Stanley
18
Morgan Stanley
New York
$6.77M +$524K +11,929 +8%
HighTower Advisors
19
HighTower Advisors
Illinois
$6.26M -$145K -3,290 -2%
ECML
20
Eagle Capital Management (Louisiana)
Louisiana
$5.89M +$6.27M +142,641 New
Stifel Financial
21
Stifel Financial
Missouri
$5.6M +$5.96M +135,537 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.04M +$830K +18,877 +18%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$4.48M +$3.96M +90,095 +405%
FAAS
24
First Allied Advisory Services
California
$4.32M +$4.41M +100,315 +2,054%
KCM
25
Karp Capital Management
California
$4.21M +$4.47M +101,813 New