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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

109 hedge funds and large institutions have $395M invested in Fidelity MSCI Health Care Index ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
41
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$17M
2
RWP
2
RWA Wealth Partners
Massachusetts
$18.4M
3
Lido Advisors
3
Lido Advisors
California
$9.41M
4
FI
4
FormulaFolio Investments
Michigan
$8.96M
5
ASN
5
Advisory Services Network
Georgia
$4.31M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$113M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.3M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$36.6M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
SCA
5
Snowden Capital Advisors
New York
$337K
Name Market Value Shares Shares
Change 		Shares
Change %
CW
26
Cobiz Wealth
Colorado
$2.21M 53,542 +43,350 +425%
ECM
27
Exchange Capital Management
Michigan
$1.79M 43,356 +8,153 +23%
CA
28
Cetera Advisors
Colorado
$1.78M 43,173 +29 +0.1%
BCA
29
Bay Colony Advisors
Massachusetts
$1.28M 31,013 +31,013 New
BCI
30
Brinker Capital Investments
Pennsylvania
$1.19M 28,750 +2,139 +8%
GRP
31
Global Retirement Partners
California
$1.04M 25,203 -3,412 -12%
LNC
32
Lincoln National Corp
Pennsylvania
$1.03M 24,996 +18,468 +283%
VC
33
Vicus Capital
Pennsylvania
$1.03M 24,928 -1,840 -7%
Bank of America
34
Bank of America
North Carolina
$996K 24,120 +4,823 +25%
AG
35
Advisor Group
Arizona
$948K 22,922 +8,952 +64%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$908K 21,978 +822 +4%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$902K 21,832 +5,038 +30%
WAM
38
Weatherly Asset Management
California
$892K 21,604 – –
TRCT
39
Tower Research Capital (TRC)
New York
$854K 20,689 +2,828 +16%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$822K 19,892 +19,892 New
AB
41
Atlas Brown
Kentucky
$761K 17,699 -301 -2%
LA
42
Lynch & Associates
Indiana
$743K 17,982 +2,037 +13%
SSWM
43
Smith Salley Wealth Management
North Carolina
$707K 17,118 +1,696 +11%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$691K 16,741 +16,091 +2,476%
CFD
45
Creative Financial Designs
Indiana
$643K 15,577 -2,423 -13%
DLCIG
46
D.L. Carlson Investment Group
New Hampshire
$598K 14,474 +308 +2%
PJSIMP
47
P.J. Schmidt Investment Management (PJS)
Wisconsin
$595K 14,417 +396 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$593K 14,348 +4,452 +45%
BCM
49
Beck Capital Management
Texas
$519K 12,566 +675 +6%
Citadel Advisors
50
Citadel Advisors
Florida
$483K 11,692 +11,692 New
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