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Fidelity MSCI Health Care Index ETF

150 hedge funds and large institutions have $560M invested in Fidelity MSCI Health Care Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 15 closing their positions.

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
25
Increased
61
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$145M 3,254,608 -77,352 -2%
FI
2
FormulaFolio Investments
Michigan
$34.8M 782,617 +511,192 +188%
RWP
3
RWA Wealth Partners
Massachusetts
$31.3M 703,861 +70,858 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.1M 585,604 +163,460 +39%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23M 515,764 +147,419 +40%
Lido Advisors
6
Lido Advisors
California
$21.8M 489,564 +66,732 +16%
BFA
7
Beaumont Financial Advisors
Massachusetts
$20.3M 455,114 +420,217 +1,204%
SMG
8
Spectrum Management Group
Indiana
$13.1M 294,451 +47,711 +19%
FSC
9
Full Sail Capital
Oklahoma
$13M 292,797 +122,746 +72%
Wells Fargo
10
Wells Fargo
California
$12.9M 288,987 +32,432 +13%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.2M 250,623 +30,764 +14%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$10.1M 226,276 -179,099 -44%
Bank of America
13
Bank of America
North Carolina
$9.87M 221,782 -211,329 -49%
CPSAC
14
Chas P. Smith & Associates (CPS)
Florida
$9.52M 213,871 +2,263 +1%
KFS
15
Kelly Financial Services
Massachusetts
$8.89M 199,686 +199,686 New
Morgan Stanley
16
Morgan Stanley
New York
$8.74M 196,376 +32,547 +20%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$8.16M 183,290 -38,474 -17%
HighTower Advisors
18
HighTower Advisors
Illinois
$6.57M 147,598 -4,238 -3%
Lazard Asset Management
19
Lazard Asset Management
New York
$6.56M 147,325 -39,210 -21%
ECML
20
Eagle Capital Management (Louisiana)
Louisiana
$6.39M 143,638 +997 +0.7%
Stifel Financial
21
Stifel Financial
Missouri
$6.37M 144,054 +8,517 +6%
SPC
22
Sigma Planning Corp
Michigan
$5.52M 123,993 -49,798 -29%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$5.44M 122,356 +341 +0.3%
TIA
24
Traphagen Investment Advisors
New Jersey
$5.34M 119,988 +119,988 New
ASN
25
Advisory Services Network
Georgia
$5.25M 118,047 +23,359 +25%