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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
TCM
76
Tandem Capital Management
New Jersey
$882K -$79.7K -1,645 -8%
CAGAS
77
Capital Advisory Group Advisory Services
Minnesota
$866K +$843K +17,398 New
Goldman Sachs
78
Goldman Sachs
New York
$853K -$300K -6,181 -27%
CPA
79
Court Place Advisors
Maryland
$853K -$5.86K -121 -0.7%
JWCA
80
J.W. Cole Advisors
Florida
$797K +$776K +16,008 New
WR
81
Watson Rebecca
$770K +$750K +15,467 New
HighTower Advisors
82
HighTower Advisors
Illinois
$767K -$4.71M -97,108 -86%
CH
83
Canton Hathaway
Rhode Island
$762K +$24.2K +500 +3%
MML Investors Services
84
MML Investors Services
Massachusetts
$757K +$317K +6,539 +75%
CA
85
Crumly & Associates
Illinois
$719K -$133K -2,752 -16%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$709K +$690K +14,241 New
SS
87
Sunbelt Securities
Texas
$703K +$10.3K +212 +2%
SCP
88
Silverleafe Capital Partners
Tennessee
$648K +$192K +3,952 +44%
EH
89
Equitable Holdings
New York
$643K +$63.6K +1,312 +11%
TGAM
90
TBH Global Asset Management
Tennessee
$579K -$107K -2,200 -16%
PG
91
Prostatis Group
Maryland
$578K +$126K +2,596 +29%
EIA
92
Eldridge Investment Advisors
New Hampshire
$574K +$39.3K +811 +8%
AWM
93
AE Wealth Management
Kansas
$564K +$549K +11,326 New
CST
94
Charles Schwab Trust
Nevada
$554K +$186K +3,844 +53%
DLCIG
95
D.L. Carlson Investment Group
New Hampshire
$527K -$19.9K -411 -4%
CA
96
Cetera Advisors
Colorado
$525K -$1.86M -38,390 -78%
FA
97
FMA Advisory
Pennsylvania
$521K -$13.9K -286 -3%
RBFC
98
Roman Butler Fullerton & Co
Missouri
$486K -$62K -1,280 -12%
CFD
99
Creative Financial Designs
Indiana
$454K -$111K -2,287 -20%
SMG
100
Spectrum Management Group
Indiana
$444K -$25.3K -522 -6%