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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
VNA
151
Valley National Advisers
Pennsylvania
$10K -$3.32K -70 -23%
BFC
152
Bedel Financial Consulting
Indiana
$9K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$9K
EW
154
Element Wealth
Mississippi
$9K +$47 +1 +0.5%
VCP
155
Verus Capital Partners
Arizona
$9K +$47 +1 +0.5%
KFS
156
Kelly Financial Services
Massachusetts
$8.7K -$10.7M -225,891 -100%
GI
157
Gradient Investments
Minnesota
$8K
BWM
158
BerganKDV Wealth Management
Minnesota
$6K -$19.1K -404 -74%
AF
159
Allworth Financial
California
$6K -$16.3K -344 -71%
WEC
160
Winslow Evans & Crocker
Massachusetts
$6K
SSB
161
Sandy Spring Bank
Maryland
$5K
TFS
162
TrustCore Financial Services
Tennessee
$5K
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$4K
CIAS
164
Capital Investment Advisory Services
North Carolina
$4K +$4.41K +93 New
SWM
165
Selective Wealth Management
Virginia
$3K
SIM
166
Sonora Investment Management
Arizona
$3K
SIS
167
Sound Income Strategies
Florida
$3K
LWA
168
Lowe Wealth Advisors
Maryland
$2K
S
169
SignatureFD
Georgia
$2K
AIL
170
AGF Investments LLC
Ontario, Canada
$1K -$1.61K -34 -50%
PFO
171
Pathstone Family Office
New Jersey
$1K +$1.56K +33 New
CSIA
172
Charles Schwab Investment Advisory
California
-$101M -2,030,910 Closed
SSW
173
Smith Shellnut Wilson
Mississippi
-$3.91M -78,680 Closed
Jane Street
174
Jane Street
New York
-$3.61M -72,520 Closed
NR
175
Newfound Research
Massachusetts
-$1.73M -36,458 -100%