We are live on ! Find out more
FHLC icon

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
WPP
101
Whalerock Point Partners
Rhode Island
$439K +$97 +2 +0%
KeyBank National Association
102
KeyBank National Association
Ohio
$425K
DOA
103
D'Orazio & Associates
Virginia
$418K
RIA
104
Regal Investment Advisors
Michigan
$417K +$406K +8,374 New
KOMWMG
105
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$411K +$164K +3,389 +70%
Fisher Asset Management
106
Fisher Asset Management
Washington
$409K -$78.3K -1,615 -16%
COF
107
Capital One Financial
Virginia
$393K -$345K -7,113 -47%
TFA
108
Teamwork Financial Advisors
Texas
$388K +$378K +7,795 New
GWM
109
Geneos Wealth Management
Colorado
$379K -$93.8K -1,936 -20%
EIP
110
Ellis Investment Partners
Pennsylvania
$343K +$969 +20 +0.3%
MA
111
Mutual Advisors
Nebraska
$310K +$302K +6,226 New
HWA
112
Hilltop Wealth Advisors
North Carolina
$300K -$148K -3,045 -34%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$294K
Creative Planning
114
Creative Planning
Kansas
$268K -$242K -5,002 -48%
XWM
115
Xcel Wealth Management
Florida
$265K
PCM
116
Pennsylvania Capital Management
Pennsylvania
$259K +$252K +5,204 New
PP
117
Professional Planning
California
$259K +$252K +5,204 New
FAIM
118
Financial Advocates Investment Management
Washington
$256K
PAG
119
Private Advisor Group
New Jersey
$246K +$14K +289 +6%
RJA
120
Raymond James & Associates
Florida
$244K -$441K -9,109 -65%
JIP
121
Jaffetilchin Investment Partners
Florida
$237K +$231K +4,762 New
Wolverine Trading
122
Wolverine Trading
Illinois
$231K +$229K +4,721 New
BAM
123
Belpointe Asset Management
Nevada
$224K +$25.7K +530 +13%
AF
124
AtlasMark Financial
Texas
$219K +$213K +4,400 New
AA
125
Advisory Alpha
Michigan
$217K -$50K -1,032 -20%