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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
WEC
176
Winslow Evans & Crocker
Massachusetts
$5K -$48 -1 -0.9%
CIAS
177
Capital Investment Advisory Services
North Carolina
$5K
TFS
178
TrustCore Financial Services
Tennessee
$5K
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$5K +$4.85K +100 New
BWM
180
Baystate Wealth Management
Massachusetts
$5K +$5.04K +104 New
SIM
181
Sonora Investment Management
Arizona
$4K
SIS
182
Sound Income Strategies
Florida
$4K
SWM
183
Selective Wealth Management
Virginia
$3K
FP
184
Financial Perspectives
Minnesota
$2.05K +$1.99K +41 New
LWA
185
Lowe Wealth Advisors
Maryland
$2K
AIL
186
AGF Investments LLC
Ontario, Canada
$2K +$291 +6 +18%
PWP
187
Principle Wealth Partners
Connecticut
$2K +$2.42K +50 New
PFO
188
Pathstone Family Office
New Jersey
$1K
TFA
189
Transamerica Financial Advisors
Florida
$1K +$727 +15 New
FRA
190
Front Row Advisors
California
$1K +$969 +20 New
BFPW
191
BOK Financial Private Wealth
Colorado
-$1.72M -39,935 Closed
BWA
192
Beam Wealth Advisors
Louisiana
-$1.43M -33,162 Closed
TI
193
Trexquant Investment
Connecticut
-$940K -21,877 Closed
SF
194
Synovus Financial
Georgia
-$720K -16,805 Closed
MWC
195
MKD Wealth Coaches
Michigan
-$618K -14,386 Closed
Fiera Capital (Canada)
196
Fiera Capital (Canada)
Quebec, Canada
-$394K -9,172 Closed
ATPW
197
Ashton Thomas Private Wealth
Arizona
-$335K -7,804 Closed
CA
198
Continuum Advisory
Idaho
-$311K -7,536 Closed
PD
199
Planning Directions
Pennsylvania
-$240K -5,574 Closed
CRWM
200
Castle Rock Wealth Management
California
-$243K -4,976 Closed