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Fidelity MSCI Health Care Index ETF

174 hedge funds and large institutions have $448M invested in Fidelity MSCI Health Care Index ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

3% less funds holding

Funds holding: 179174 (-5)

3.25% less ownership

Funds ownership: 34.11%30.87% (-3.2%)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

22% less capital invested

Capital invested by funds: $575M → $448M (-$127M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $647K

Holders
174
Holders Change
-5
Holders Change %
-2.79%
% of All Funds
3.83%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
32
Increased
54
Reduced
61
Closed
33
Calls
Puts
$647K
Net Calls
-$647K
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$3.77M +$36.3K +767 +0.9%
VC
27
Vicus Capital
Pennsylvania
$3.73M +$22.3K +471 +0.5%
PCS
28
Personal CFO Solutions
New Jersey
$3.46M -$1.93M -40,672 -34%
KPWG
29
KFA Private Wealth Group
Virginia
$3.45M +$178K +3,762 +5%
ECM
30
Exchange Capital Management
Michigan
$3.32M -$108K -2,289 -3%
MFM
31
Mirsky Financial Management
New York
$3.3M +$120K +2,533 +3%
MWM
32
Maltin Wealth Management
New Jersey
$3.2M +$1.31M +27,616 +59%
SFS
33
Sowell Financial Services
Arkansas
$3.03M +$3.25M +68,527 +3,569%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$3M +$461K +9,736 +16%
SG
35
StoneX Group
New York
$2.97M +$1.33M +27,968 +68%
DFG
36
Demars Financial Group
Washington
$2.82M +$61.7K +1,303 +2%
Bank of America
37
Bank of America
North Carolina
$2.77M -$9.59M -202,425 -76%
5L
38
55I LLC
Massachusetts
$2.72M -$2.19M -46,169 -44%
LWA
39
LWS Wealth Advisors
New Jersey
$2.6M +$41.2K +869 +1%
LNC
40
Lincoln National Corp
Pennsylvania
$2.59M +$2.2M +46,509 +340%
CFGS
41
Concourse Financial Group Securities
Alabama
$2.39M +$2.23M +47,075 +545%
UBS Group
42
UBS Group
Switzerland
$2.35M +$177K +3,739 +7%
Mariner
43
Mariner
Kansas
$2.33M -$363K -7,658 -12%
AIA
44
Armor Investment Advisors
North Carolina
$2.22M -$144K -3,036 -6%
JP Morgan Chase
45
JP Morgan Chase
New York
$2.18M +$1.05M +22,102 +77%
CA
46
Cetera Advisors
Colorado
$2.1M -$392K -8,264 -14%
Northern Trust
47
Northern Trust
Illinois
$2.1M -$5.78K -122 -0.2%
IA
48
IFP Advisors
Florida
$1.76M +$1.85M +39,128 +1,542%
BFPW
49
BOK Financial Private Wealth
Colorado
$1.72M +$1.89M +39,935 New
Ameriprise
50
Ameriprise
Minnesota
$1.47M -$210K -4,440 -11%