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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
BWA
51
Beam Wealth Advisors
Louisiana
$1.43M +$1.57M +33,162 New
HCA
52
Heck Capital Advisors
Wisconsin
$1.38M +$116K +2,449 +8%
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$1.31M +$321K +6,781 +29%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.26M -$2.47M -52,224 -64%
LFS
55
Legacy Financial Strategies
Kansas
$1.19M -$13.7K -290 -1%
AB
56
Atlas Brown
Kentucky
$1.18M +$259K +5,465 +25%
WAM
57
Weatherly Asset Management
California
$1.05M -$14.2K -300 -1%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$1.05M -$327K -6,901 -22%
NAM
59
NorthCoast Asset Management
Connecticut
$1.04M -$915K -19,308 -44%
IAN
60
Integrated Advisors Network
Texas
$1.01M +$23.8K +503 +2%
Goldman Sachs
61
Goldman Sachs
New York
$1M +$1.11M +23,324 New
RSWM
62
Robertson Stephens Wealth Management
California
$984K
SSWM
63
Smith Salley Wealth Management
North Carolina
$976K -$378K -7,984 -26%
BAM
64
Beaumont Asset Management
Texas
$972K -$81.3K -1,716 -7%
FHA
65
Flagship Harbor Advisors
Massachusetts
$959K +$166K +3,514 +19%
TI
66
Trexquant Investment
Connecticut
$940K +$1.04M +21,877 New
AIC
67
Ameritas Investment Company
Nebraska
$937K +$108K +2,283 +12%
LA
68
Lynch & Associates
Indiana
$888K -$31K -654 -3%
FAAS
69
First Allied Advisory Services
California
$837K +$472K +9,955 +105%
TCM
70
Tandem Capital Management
New Jersey
$832K +$44.3K +935 +5%
APWM
71
Atlas Private Wealth Management
New York
$816K -$17K -358 -2%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$746K -$6.07M -128,085 -88%
SCA
73
Snowden Capital Advisors
New York
$743K +$79.6K +1,681 +11%
CPA
74
Court Place Advisors
Maryland
$742K -$2.04K -43 -0.2%
CA
75
Crumly & Associates
Illinois
$739K +$814K +17,191 New