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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.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

42% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 43

13% more capital invested

Capital invested by funds: $498M → $560M (+$62.8M)

6% more funds holding

Funds holding: 141150 (+9)

2.78% more ownership

Funds ownership: 32.33%35.11% (+2.8%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

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 Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$145M -$3.37M -77,352 -2%
FI
2
FormulaFolio Investments
Michigan
$34.8M +$22.3M +511,192 +188%
RWP
3
RWA Wealth Partners
Massachusetts
$31.3M +$3.09M +70,858 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.1M +$7.13M +163,460 +39%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23M +$6.43M +147,419 +40%
Lido Advisors
6
Lido Advisors
California
$21.8M +$2.91M +66,732 +16%
BFA
7
Beaumont Financial Advisors
Massachusetts
$20.3M +$18.3M +420,217 +1,204%
SMG
8
Spectrum Management Group
Indiana
$13.1M +$2.08M +47,711 +19%
FSC
9
Full Sail Capital
Oklahoma
$13M +$5.35M +122,746 +72%
Wells Fargo
10
Wells Fargo
California
$12.9M +$1.41M +32,432 +13%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.2M +$1.34M +30,764 +14%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$10.1M -$7.81M -179,099 -44%
Bank of America
13
Bank of America
North Carolina
$9.87M -$9.22M -211,329 -49%
CPSAC
14
Chas P. Smith & Associates (CPS)
Florida
$9.52M +$98.7K +2,263 +1%
KFS
15
Kelly Financial Services
Massachusetts
$8.89M +$8.71M +199,686 New
Morgan Stanley
16
Morgan Stanley
New York
$8.74M +$1.42M +32,547 +20%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$8.16M -$1.68M -38,474 -17%
HighTower Advisors
18
HighTower Advisors
Illinois
$6.57M -$185K -4,238 -3%
Lazard Asset Management
19
Lazard Asset Management
New York
$6.55M -$1.71M -39,210 -21%
ECML
20
Eagle Capital Management (Louisiana)
Louisiana
$6.39M +$43.5K +997 +0.7%
Stifel Financial
21
Stifel Financial
Missouri
$6.37M +$372K +8,517 +6%
SPC
22
Sigma Planning Corp
Michigan
$5.52M -$2.17M -49,798 -29%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$5.44M +$14.9K +341 +0.3%
TIA
24
Traphagen Investment Advisors
New Jersey
$5.34M +$5.23M +119,988 New
ASN
25
Advisory Services Network
Georgia
$5.25M +$1.02M +23,359 +25%