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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
AI
176
Atria Investments
North Carolina
-$1.13M -22,738 Closed
SXL
177
Summit X LLC
Missouri
-$881K -17,657 Closed
JWCA
178
J.W. Cole Advisors
Florida
-$705K -14,182 Closed
SIA
179
Soltis Investment Advisors
Utah
-$550K -11,053 Closed
JFA
180
Johanson Financial Advisors
California
-$212K -10,564 Closed
RCYC
181
Richard C. Young & Co
Rhode Island
-$466K -9,377 Closed
MA
182
Mutual Advisors
Nebraska
-$389K -7,821 Closed
PS
183
Portfolio Strategies
New York
-$301K -6,051 Closed
FCA
184
FLC Capital Advisors
California
-$280K -5,623 Closed
RIA
185
Regal Investment Advisors
Michigan
-$275K -5,525 Closed
CIC
186
Carnegie Investment Counsel
Ohio
-$252K -5,067 Closed
OC
187
Oppenheimer & Co
New York
-$247K -4,960 Closed
TRCT
188
Tower Research Capital (TRC)
New York
-$246K -4,954 Closed
KFGK
189
Keystone Financial Group (Kentucky)
Kentucky
-$233K -4,692 Closed
AF
190
AtlasMark Financial
Texas
-$219K -4,400 Closed
CTA
191
Colonial Trust Advisors
South Carolina
-$210K -4,213 Closed
JIP
192
Jaffetilchin Investment Partners
Florida
-$205K -4,122 Closed
SSWG
193
Seven Springs Wealth Group
Tennessee
-$188K -3,788 Closed
WQ
194
Wealth Quarterback
New Jersey
-$54 -2,231 Closed
AWA
195
Arkadios Wealth Advisors
Georgia
-$71.2K -1,400 Closed
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
-$68K -1,371 Closed
BCI
197
Brinker Capital Investments
Pennsylvania
-$21K -425 Closed
TF
198
TimeScale Financial
Massachusetts
-$12K -244 Closed
RIA
199
Realta Investment Advisors
Delaware
-$12K -240 Closed
Citigroup
200
Citigroup
New York
-$6K -113 Closed