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Fidelity MSCI Health Care Index ETF

189 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 38 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 21 closing their positions.

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
3.89%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
38
Increased
71
Reduced
49
Closed
21
Calls
$279K
Puts
$733K
Net Calls
-$454K
Net Calls Change
+$193K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$150M 3,007,047 +1,118,805 +59%
Lido Advisors
2
Lido Advisors
California
$37.2M 747,396 +36,421 +5%
RWP
3
RWA Wealth Partners
Massachusetts
$36.3M 728,621 +27,824 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$35M 702,871 +242,238 +53%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.4M 670,321 +254,021 +61%
LI
6
LVZ Inc
Michigan
$22.2M 445,275 +445,275 New
FSC
7
Full Sail Capital
Oklahoma
$22M 416,687 +66,478 +19%
FI
8
FormulaFolio Investments
Michigan
$21.1M 424,307 +23,929 +6%
HF
9
Halpern Financial
Virginia
$14.9M 300,113 +29,270 +11%
Osaic Holdings
10
Osaic Holdings
Arizona
$14M 281,053 -5,971 -2%
Bank of America
11
Bank of America
North Carolina
$12.3M 248,064 +183,631 +285%
BFA
12
Beaumont Financial Advisors
Massachusetts
$11.9M 238,145 +226,849 +2,008%
TIA
13
Traphagen Investment Advisors
New Jersey
$10.2M 203,950 +21,205 +12%
KCM
14
Karp Capital Management
California
$10M 201,063 +9,408 +5%
Morgan Stanley
15
Morgan Stanley
New York
$9.04M 181,601 +52,275 +40%
VC
16
Vicus Capital
Pennsylvania
$9M 180,905 +94,113 +108%
Ameriprise
17
Ameriprise
Minnesota
$8.91M 179,074 +144,846 +423%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$8.73M 175,482 +7,659 +5%
CPSAC
19
Chas P. Smith & Associates (CPS)
Florida
$8.34M 167,530 -50,483 -23%
Wells Fargo
20
Wells Fargo
California
$8.25M 165,694 -48,301 -23%
ECML
21
Eagle Capital Management (Louisiana)
Louisiana
$8.11M 162,958 +13,183 +9%
BHWA
22
Beacon Harbor Wealth Advisors
Virginia
$7.05M 141,729 +141,729 New
Stifel Financial
23
Stifel Financial
Missouri
$7.02M 141,081 -17,167 -11%
FPGK
24
Financial Partners Group (Kansas)
Kansas
$6.99M 140,525 +44,728 +47%
SPC
25
Sigma Planning Corp
Michigan
$6.46M 129,867 -15,375 -11%