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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
Charles Schwab
1
Charles Schwab
California
$81.2M +$89.5M +1,888,242 New
Lido Advisors
2
Lido Advisors
California
$30.6M +$2.28M +48,175 +7%
RWP
3
RWA Wealth Partners
Massachusetts
$30.1M -$305K -6,446 -0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.8M +$6.11M +128,939 +39%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.9M +$2.44M +51,583 +14%
FI
6
FormulaFolio Investments
Michigan
$17.2M -$28.9M -609,032 -60%
FSC
7
Full Sail Capital
Oklahoma
$17.1M -$3.85M -81,301 -19%
Osaic Holdings
8
Osaic Holdings
Arizona
$12.3M +$13.6M +287,024 New
HF
9
Halpern Financial
Virginia
$11.6M +$1.69M +35,717 +15%
CPSAC
10
Chas P. Smith & Associates (CPS)
Florida
$9.37M -$113K -2,391 -1%
Wells Fargo
11
Wells Fargo
California
$9.2M -$1.41M -29,840 -12%
KCM
12
Karp Capital Management
California
$8.24M +$864K +18,247 +11%
TIA
13
Traphagen Investment Advisors
New Jersey
$7.85M +$2M +42,127 +30%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$7.21M -$144K -3,041 -2%
Stifel Financial
15
Stifel Financial
Missouri
$6.8M +$778K +16,413 +12%
ECML
16
Eagle Capital Management (Louisiana)
Louisiana
$6.44M -$332 -7 -0%
SPC
17
Sigma Planning Corp
Michigan
$6.24M -$14.6K -308 -0.2%
Morgan Stanley
18
Morgan Stanley
New York
$5.56M +$200K +4,227 +3%
LPL Financial
19
LPL Financial
California
$5.15M -$382K -8,054 -6%
SW
20
SVB Wealth
Massachusetts
$5.1M -$2.11M -44,435 -27%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.01M -$20.6K -435 -0.4%
HighTower Advisors
22
HighTower Advisors
Illinois
$4.83M -$90.3K -1,906 -2%
TCM
23
Traynor Capital Management
Pennsylvania
$4.39M +$2M +42,251 +71%
ASN
24
Advisory Services Network
Georgia
$4.06M -$1.25M -26,354 -22%
FPGK
25
Financial Partners Group (Kansas)
Kansas
$3.95M +$4.54M +95,797 New