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Fidelity MSCI Health Care Index ETF

190 hedge funds and large institutions have $684M invested in Fidelity MSCI Health Care Index ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

53% more capital invested

Capital invested by funds: $448M → $684M (+$236M)

45% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 49

9% more funds holding

Funds holding: 174190 (+16)

4.82% more ownership

Funds ownership: 30.87%35.69% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

62% less call options, than puts

Call options by funds: $279K | Put options by funds: $733K

Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
39
Increased
71
Reduced
49
Closed
21
Calls
$279K
Puts
$733K
Net Calls
-$454K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$6.3M +$1.89M +38,973 +44%
LWA
27
LWS Wealth Advisors
New Jersey
$6.05M +$2.96M +61,112 +101%
TCM
28
Traynor Capital Management
Pennsylvania
$5.84M +$742K +15,308 +15%
MFM
29
Mirsky Financial Management
New York
$5.77M +$1.9M +39,154 +51%
LPL Financial
30
LPL Financial
California
$5.72M -$230K -4,750 -4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$5.7M -$104K -2,156 -2%
UBS Group
32
UBS Group
Switzerland
$4.74M +$1.97M +40,567 +74%
KPWG
33
KFA Private Wealth Group
Virginia
$4.28M +$277K +5,715 +7%
PCS
34
Personal CFO Solutions
New Jersey
$4.2M +$182K +3,754 +5%
NAM
35
NorthCoast Asset Management
Connecticut
$4M +$2.73M +56,289 +233%
SG
36
StoneX Group
New York
$3.84M +$388K +8,000 +12%
ECM
37
Exchange Capital Management
Michigan
$3.8M -$45.7K -943 -1%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$3.77M +$293K +6,037 +9%
Jane Street
39
Jane Street
New York
$3.7M +$3.6M +74,263 New
ASN
40
Advisory Services Network
Georgia
$3.69M -$985K -20,332 -22%
LNC
41
Lincoln National Corp
Pennsylvania
$3.46M +$452K +9,333 +16%
SFS
42
Sowell Financial Services
Arkansas
$3.34M -$163K -3,365 -5%
SW
43
SVB Wealth
Massachusetts
$3.17M -$2.66M -54,855 -46%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$3.14M +$1.64M +33,750 +115%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$3.08M +$2.74M +56,617 +1,055%
DFG
46
Demars Financial Group
Washington
$3M -$259K -5,339 -8%
MWM
47
Maltin Wealth Management
New Jersey
$2.9M -$777K -16,025 -22%
Mariner
48
Mariner
Kansas
$2.67M -$26.5K -547 -1%
CFGS
49
Concourse Financial Group Securities
Alabama
$2.6M -$166K -3,430 -6%
AIA
50
Armor Investment Advisors
North Carolina
$2.56M -$16.9K -349 -0.7%