FHLC icon

Fidelity MSCI Health Care Index ETF

191 hedge funds and large institutions have $720M invested in Fidelity MSCI Health Care Index ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 59 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
23
Increased
71
Reduced
59
Closed
20
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
+$685K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$429K 8,150 +2,762 +51%
SMG
102
Spectrum Management Group
Indiana
$424K 8,060 -860 -10%
GWM
103
Geneos Wealth Management
Colorado
$406K 7,903 +85 +1%
MA
104
Mutual Advisors
Nebraska
$398K 7,576 +1,350 +22%
Fisher Asset Management
105
Fisher Asset Management
Washington
$372K 7,076 -1,142 -14%
EIP
106
Ellis Investment Partners
Pennsylvania
$343K 6,534 -302 -4%
PPA
107
Parametric Portfolio Associates
Washington
$338K 6,423 +6,423 New
SS
108
Sunbelt Securities
Texas
$326K 13,475 -641 -5%
HWA
109
Hilltop Wealth Advisors
North Carolina
$318K 6,044 +9 +0.1%
COF
110
Capital One Financial
Virginia
$304K 5,778 -2,110 -27%
WA
111
WBH Advisory
Maryland
$292K 5,558 +5,558 New
AAS
112
Avantax Advisory Services
Texas
$285K 5,439 +5,439 New
XWM
113
Xcel Wealth Management
Florida
$280K 5,328
CST
114
Charles Schwab Trust
Nevada
$276K 5,244 -5,918 -53%
FP
115
Fiduciary Planning
Florida
$274K 5,218 +5,218 New
FAIM
116
Financial Advocates Investment Management
Washington
$270K 5,140
CAN
117
Cetera Advisor Networks
California
$262K 4,982 +825 +20%
PAG
118
Private Advisor Group
New Jersey
$261K 4,962 +11 +0.2%
IRC
119
Investors Research Corp
Georgia
$260K 4,948 +4,948 New
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$243K 4,628 +778 +20%
BAM
121
Belpointe Asset Management
Nevada
$235K 4,483 -26 -0.6%
APSP
122
Asset Planning Services (Pennsylvania)
Pennsylvania
$228K 4,330 +15 +0.3%
PGAM
123
Princeton Global Asset Management
New Jersey
$227K 4,306 +77 +2%
RCA
124
Reitz Capital Advisors
Michigan
$225K 4,280 +3,495 +445%
JIP
125
Jaffetilchin Investment Partners
Florida
$219K 4,159 -603 -13%