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Fidelity MSCI Health Care Index ETF

179 hedge funds and large institutions have $575M invested in Fidelity MSCI Health Care Index ETF in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

29% more capital invested

Capital invested by funds: $446M → $575M (+$129M)

18% more funds holding

Funds holding: 152179 (+27)

3.25% more ownership

Funds ownership: 30.86%34.11% (+3.2%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
47
Increased
62
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$101M -$3.5M -75,471 -4%
FI
2
FormulaFolio Investments
Michigan
$50.2M +$8.41M +181,003 +22%
RWP
3
RWA Wealth Partners
Massachusetts
$35.2M +$516K +11,101 +2%
Lido Advisors
4
Lido Advisors
California
$33M +$5.31M +114,335 +21%
FSC
5
Full Sail Capital
Oklahoma
$22M +$1.87M +40,267 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.1M -$248K -5,334 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$16.5M +$604K +13,000 +4%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$14M -$3.02M -65,018 -19%
Bank of America
9
Bank of America
North Carolina
$13.3M +$10.3M +221,001 +482%
Wells Fargo
10
Wells Fargo
California
$12.1M -$439K -9,452 -4%
HF
11
Halpern Financial
Virginia
$11.7M +$10.9M +235,126 New
KFS
12
Kelly Financial Services
Massachusetts
$11.2M +$1.05M +22,551 +11%
CPSAC
13
Chas P. Smith & Associates (CPS)
Florida
$11M +$42K +905 +0.4%
KCM
14
Karp Capital Management
California
$8.63M +$407K +8,770 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.5M +$1.14M +24,457 +17%
SW
16
SVB Wealth
Massachusetts
$8.11M +$1.79M +38,558 +31%
ECML
17
Eagle Capital Management (Louisiana)
Louisiana
$7.45M +$44.1K +949 +0.6%
SPC
18
Sigma Planning Corp
Michigan
$7.24M +$266K +5,722 +4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$7.24M +$5.55M +119,478 +460%
Stifel Financial
20
Stifel Financial
Missouri
$7.05M -$145K -3,129 -2%
TIA
21
Traphagen Investment Advisors
New Jersey
$6.99M +$205K +4,417 +3%
LPL Financial
22
LPL Financial
California
$6.36M +$57.4K +1,237 +1%
Morgan Stanley
23
Morgan Stanley
New York
$6.22M +$43.6K +939 +0.8%
PCS
24
Personal CFO Solutions
New Jersey
$6.03M -$230K -4,958 -4%
ASN
25
Advisory Services Network
Georgia
$6.01M -$659K -14,186 -11%