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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
CAAS
151
Capital Asset Advisory Services
Michigan
$23K +$21.7K +448 New
BFEC
152
Benjamin F. Edwards & Company
Missouri
$22K -$17.6K -364 -45%
FANJ
153
Financial Architects (New Jersey)
New Jersey
$22K
TCM
154
Tradewinds Capital Management
Washington
$22K +$48 +1 +0.2%
PMFA
155
Plante Moran Financial Advisors
Michigan
$22K +$2.62K +54 +14%
ME
156
McIlrath & Eck
Washington
$18K
BWM
157
BerganKDV Wealth Management
Minnesota
$18K +$11.2K +232 +167%
GRP
158
Global Retirement Partners
California
$17K
WCG
159
Weaver Consulting Group
California
$17K
CFA
160
Carroll Financial Associates
North Carolina
$17K +$17K +350 New
CICI
161
Capital Investment Counsel Inc
North Carolina
$15K
FHA
162
First Horizon Advisors
Tennessee
$15K
PA
163
Parallel Advisors
California
$14K +$14.5K +300 New
AWM
164
Apollon Wealth Management
South Carolina
$13K +$13K +268 New
APA
165
American Portfolios Advisors
New York
$12.8K
MF
166
Manchester Financial
California
$12K
EW
167
Element Wealth
Mississippi
$11K +$48 +1 +0.5%
KFS
168
Kelly Financial Services
Massachusetts
$10.5K +$436 +9 +4%
BFC
169
Bedel Financial Consulting
Indiana
$10K
AA
170
Ancora Advisors
Ohio
$10K +$9.93K +205 New
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$9K
GI
172
Gradient Investments
Minnesota
$9K
VNA
173
Valley National Advisers
Pennsylvania
$8K -$4.07K -84 -35%
BFIM
174
Beese Fulmer Investment Management
Ohio
$7K +$7.27K +150 New
SSB
175
Sandy Spring Bank
Maryland
$6K +$48 +1 +0.8%