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
APSP
126
Asset Planning Services (Pennsylvania)
Pennsylvania
$215K +$209K +4,315 New
PGAM
127
Princeton Global Asset Management
New Jersey
$210K +$205K +4,229 New
CAN
128
Cetera Advisor Networks
California
$207K +$201K +4,157 New
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$192K -$678 -14 -0.4%
GEA
130
Glen Eagle Advisors
New Jersey
$146K
VFA
131
Valeo Financial Advisors
Indiana
$137K -$291 -6 -0.2%
EFSCE
132
Enterprise Financial Services Corp (EFSC)
Missouri
$137K
GC
133
Grace Capital
Massachusetts
$134K -$43.6K -900 -25%
Franklin Resources
134
Franklin Resources
California
$119K +$109K +2,242 New
MHR
135
Matthew Hamilton Rosenberg
$110K
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$78K +$75.9K +1,567 New
Deutsche Bank
137
Deutsche Bank
Germany
$77K +$74.9K +1,546 New
IF
138
Ironwood Financial
Arizona
$61K +$1.16K +24 +2%
BWA
139
BDO Wealth Advisors
Florida
$55K
CAC
140
Certified Advisory Corp
Florida
$51K +$22.7K +469 +85%
LWM
141
Liberty Wealth Management
California
$50K +$48 +1 +0.1%
RCA
142
Reitz Capital Advisors
Michigan
$39K +$38K +785 New
SAM
143
S.A. Mason
Michigan
$36K
HWA
144
HHM Wealth Advisors
Tennessee
$35K
William Blair & Company
145
William Blair & Company
Illinois
$32K +$30.6K +632 +6,320%
OPS
146
Orion Portfolio Solutions
Nebraska
$32K +$31.5K +650 New
RFWA
147
RPg Family Wealth Advisory
Massachusetts
$30K
JCM
148
Jacobi Capital Management
Pennsylvania
$29K +$28.6K +591 New
KPCM
149
Kings Point Capital Management
New York
$25K
1W
150
1776 Wealth
Georgia
$24K