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Fidelity MSCI Health Care Index ETF

192 hedge funds and large institutions have $720M invested in Fidelity MSCI Health Care Index ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $684M → $720M (+$36M)

1% more funds holding

Funds holding: 190192 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.46% less ownership

Funds ownership: 35.69%35.23% (-0.46%)

Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
3.87%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
23
Increased
71
Reduced
59
Closed
20
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$163M +$4.5M +86,059 +3%
Lido Advisors
2
Lido Advisors
California
$41.6M +$2.31M +44,137 +6%
RWP
3
RWA Wealth Partners
Massachusetts
$38.7M +$336K +6,429 +0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.9M -$4M -76,578 -11%
FI
5
FormulaFolio Investments
Michigan
$31.8M +$9.38M +179,508 +42%
FSC
6
Full Sail Capital
Oklahoma
$25.8M +$2.53M +48,435 +12%
LI
7
LVZ Inc
Michigan
$24.2M +$791K +15,130 +3%
KAS
8
Kestra Advisory Services
Texas
$20.6M +$20.5M +392,287 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$20.1M -$15.1M -288,539 -43%
Truist Financial
10
Truist Financial
North Carolina
$16.4M +$9.64M +184,449 +146%
HF
11
Halpern Financial
Virginia
$16.2M +$457K +8,751 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$15.2M +$375K +7,174 +3%
Bank of America
13
Bank of America
North Carolina
$14M +$927K +17,735 +7%
Ameriprise
14
Ameriprise
Minnesota
$11M +$1.6M +30,604 +17%
KCM
15
Karp Capital Management
California
$9.91M -$658K -12,592 -6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.74M +$511K +9,781 +6%
VC
17
Vicus Capital
Pennsylvania
$9.54M +$26.7K +511 +0.3%
Morgan Stanley
18
Morgan Stanley
New York
$9.33M -$223K -4,268 -2%
BFA
19
Beaumont Financial Advisors
Massachusetts
$8.98M -$3.53M -67,438 -28%
Wells Fargo
20
Wells Fargo
California
$8.85M +$136K +2,594 +2%
ECML
21
Eagle Capital Management (Louisiana)
Louisiana
$8.52M -$54.3K -1,039 -0.6%
SPC
22
Sigma Planning Corp
Michigan
$7.39M +$552K +10,557 +8%
CPSAC
23
Chas P. Smith & Associates (CPS)
Florida
$7.23M -$1.58M -30,135 -18%
FPGK
24
Financial Partners Group (Kansas)
Kansas
$6.97M -$420K -8,032 -6%
LWA
25
LWS Wealth Advisors
New Jersey
$6.86M +$459K +8,789 +7%