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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

150 hedge funds and large institutions have $560M invested in Fidelity MSCI Health Care Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
25
Increased
61
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$34.8M
2
BFA
Beaumont Financial Advisors
Massachusetts
$20.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23M
5
FSC
Full Sail Capital
Oklahoma
$13M

Top Sellers

1
RCYC
Richard C. Young & Co
Rhode Island
$0
2
Bank of America
Bank of America
North Carolina
$9.87M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$10.1M
4
FAAS
First Allied Advisory Services
California
$315K
5
CSIA
Charles Schwab Investment Advisory
California
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Karp Capital Management
California
$5.01M +$481K +10,800 +11%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$4.86M -$141K -3,176 -3%
LPL Financial
28
LPL Financial
California
$4.62M +$1.2M +26,972 +35%
NAM
29
NorthCoast Asset Management
Connecticut
$4.45M +$4.45M +100,089 New
SB
30
Suntrust Banks
Georgia
$4.24M +$130K +3,224 +3%
UBS Group
31
UBS Group
Switzerland
$3.73M +$755K +16,966 +25%
ECM
32
Exchange Capital Management
Michigan
$3.66M +$884K +19,871 +32%
SSW
33
Smith Shellnut Wilson
Mississippi
$3.6M +$510K +11,473 +17%
Ameriprise
34
Ameriprise
Minnesota
$3.15M +$586K +13,167 +23%
MFM
35
Mirsky Financial Management
New York
$2.95M +$2.95M +66,238 New
TCM
36
Traynor Capital Management
Pennsylvania
$2.79M +$28K +629 +1%
BCI
37
Brinker Capital Investments
Pennsylvania
$2.71M +$197K +4,425 +8%
Mariner
38
Mariner
Kansas
$2.62M +$182K +4,086 +7%
CA
39
Cetera Advisors
Colorado
$2.6M +$315K +7,069 +14%
AIA
40
Armor Investment Advisors
North Carolina
$2.34M -$20.2K -453 -0.9%
Northern Trust
41
Northern Trust
Illinois
$2.23M – – –
VC
42
Vicus Capital
Pennsylvania
$2.2M -$384K -8,628 -15%
CW
43
Cobiz Wealth
Colorado
$2.09M -$644K -14,468 -24%
Citadel Advisors
44
Citadel Advisors
Florida
$2M -$2.17M -48,854 -52%
AG
45
Advisor Group
Arizona
$1.89M -$608K -13,660 -24%
Jane Street
46
Jane Street
New York
$1.81M +$1.31M +29,533 +263%
TRCT
47
Tower Research Capital (TRC)
New York
$1.74M +$475K +10,681 +37%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$1.61M -$315K -7,074 -16%
BCA
49
Bay Colony Advisors
Massachusetts
$1.48M -$23.3K -531 -2%
SHIM
50
Stone House Investment Management
Pennsylvania
$1.4M +$580K +13,027 +70%
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