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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
SF
76
Synovus Financial
Georgia
$720K +$796K +16,805 New
LWAC
77
Laurel Wealth Advisors (California)
California
$653K +$720K +15,206 New
COF
78
Capital One Financial
Virginia
$645K +$711K +15,001 New
CH
79
Canton Hathaway
Rhode Island
$637K +$96.6K +2,039 +16%
MWC
80
MKD Wealth Coaches
Michigan
$618K -$39.7K -837 -5%
RJA
81
Raymond James & Associates
Florida
$602K -$51.7K -1,091 -7%
SS
82
Sunbelt Securities
Texas
$598K -$16.6K -350 -2%
TGAM
83
TBH Global Asset Management
Tennessee
$594K +$242K +5,109 +59%
EH
84
Equitable Holdings
New York
$499K +$13.6K +287 +3%
CFD
85
Creative Financial Designs
Indiana
$490K +$33.4K +704 +7%
BFA
86
Beaumont Financial Advisors
Massachusetts
$486K -$2.79M -58,877 -84%
RBFC
87
Roman Butler Fullerton & Co
Missouri
$475K +$86.6K +1,827 +20%
DLCIG
88
D.L. Carlson Investment Group
New Hampshire
$473K -$73.4K -1,550 -12%
FA
89
FMA Advisory
Pennsylvania
$462K +$7.77K +164 +2%
EIA
90
Eldridge Investment Advisors
New Hampshire
$461K +$67.6K +1,427 +15%
Creative Planning
91
Creative Planning
Kansas
$447K -$57.7K -1,217 -10%
Fisher Asset Management
92
Fisher Asset Management
Washington
$423K +$21.9K +462 +5%
SMG
93
Spectrum Management Group
Indiana
$406K +$382K +8,062 +584%
GWM
94
Geneos Wealth Management
Colorado
$402K +$91.8K +1,937 +25%
Fiera Capital (Canada)
95
Fiera Capital (Canada)
Quebec, Canada
$394K
HWA
96
Hilltop Wealth Advisors
North Carolina
$390K -$313K -6,606 -42%
SCP
97
Silverleafe Capital Partners
Tennessee
$390K -$291K -6,139 -40%
PG
98
Prostatis Group
Maryland
$388K -$1.23M -25,944 -74%
WPP
99
Whalerock Point Partners
Rhode Island
$379K +$95 +2 +0%
MML Investors Services
100
MML Investors Services
Massachusetts
$372K -$360K -7,606 -47%