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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

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
3.88%
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

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$150M
2
LI
2
LVZ Inc
Michigan
$22.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$35M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$11.9M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$767K
2
SW
2
SVB Wealth
Massachusetts
$3.18M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$8.34M
4
Wells Fargo
4
Wells Fargo
California
$8.25M
5
CA
5
Cetera Advisors
Colorado
$525K
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$6.3M 126,603 +38,973 +44%
LWA
27
LWS Wealth Advisors
New Jersey
$6.06M 121,662 +61,112 +101%
TCM
28
Traynor Capital Management
Pennsylvania
$5.85M 117,451 +15,308 +15%
MFM
29
Mirsky Financial Management
New York
$5.77M 116,017 +39,154 +51%
LPL Financial
30
LPL Financial
California
$5.72M 114,983 -4,750 -4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$5.7M 114,511 -2,156 -2%
UBS Group
32
UBS Group
Switzerland
$4.74M 95,287 +40,567 +74%
KPWG
33
KFA Private Wealth Group
Virginia
$4.28M 85,908 +5,715 +7%
PCS
34
Personal CFO Solutions
New Jersey
$4.2M 84,325 +3,754 +5%
NAM
35
NorthCoast Asset Management
Connecticut
$4.01M 80,446 +56,289 +233%
SG
36
StoneX Group
New York
$3.84M 77,148 +8,000 +12%
ECM
37
Exchange Capital Management
Michigan
$3.8M 76,272 -943 -1%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$3.77M 75,825 +6,037 +9%
Jane Street
39
Jane Street
New York
$3.7M 74,263 +74,263 New
ASN
40
Advisory Services Network
Georgia
$3.69M 74,138 -20,332 -22%
LNC
41
Lincoln National Corp
Pennsylvania
$3.46M 69,538 +9,333 +16%
SFS
42
Sowell Financial Services
Arkansas
$3.34M 67,082 -3,365 -5%
SW
43
SVB Wealth
Massachusetts
$3.18M 63,802 -54,855 -46%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$3.14M 63,172 +33,750 +115%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$3.08M 61,985 +56,617 +1,055%
DFG
46
Demars Financial Group
Washington
$3.01M 60,371 -5,339 -8%
MWM
47
Maltin Wealth Management
New Jersey
$2.91M 58,367 -16,025 -22%
Mariner
48
Mariner
Kansas
$2.67M 53,640 -547 -1%
CFGS
49
Concourse Financial Group Securities
Alabama
$2.6M 52,276 -3,430 -6%
AIA
50
Armor Investment Advisors
North Carolina
$2.56M 51,370 -349 -0.7%
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