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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
KeyBank National Association
101
KeyBank National Association
Ohio
$367K
DOA
102
D'Orazio & Associates
Virginia
$361K
ATPW
103
Ashton Thomas Private Wealth
Arizona
$335K +$69.9K +1,476 +23%
CST
104
Charles Schwab Trust
Nevada
$315K -$8.39K -177 -2%
CA
105
Continuum Advisory
Idaho
$311K +$357K +7,536 New
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$294K
EIP
107
Ellis Investment Partners
Pennsylvania
$280K +$25.3K +535 +9%
AA
108
Advisory Alpha
Michigan
$247K -$188K -3,967 -44%
CRWM
109
Castle Rock Wealth Management
California
$243K +$236K +4,976 New
PD
110
Planning Directions
Pennsylvania
$240K +$264K +5,574 New
RCAG
111
Rehmann Capital Advisory Group
Michigan
$231K +$254K +5,368 New
XWM
112
Xcel Wealth Management
Florida
$228K
FAIM
113
Financial Advocates Investment Management
Washington
$221K -$69K -1,456 -22%
SL
114
Systelligence LLC
Minnesota
$220K +$242K +5,118 New
KOMWMG
115
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K +$231K +4,870 New
PAG
116
Private Advisor Group
New Jersey
$200K -$143K -3,012 -39%
BAM
117
Belpointe Asset Management
Nevada
$171K +$189K +3,979 New
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$166K -$52.8K -1,115 -22%
GC
119
Grace Capital
Massachusetts
$155K
VFA
120
Valeo Financial Advisors
Indiana
$127K +$119K +2,515 +1,027%
GEA
121
Glen Eagle Advisors
New Jersey
$126K -$7.63K -161 -5%
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$118K
CAN
123
Claraphi Advisory Network
United States
$118K +$130K +2,747 New
MHR
124
Matthew Hamilton Rosenberg
$95K +$105K +2,207 New
MWM
125
MBE Wealth Management
Wisconsin
$58K +$64.8K +1,368 New