FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

191 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.

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.86%
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

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$20.6M
2
Truist Financial
2
Truist Financial
North Carolina
$16.4M
3
FI
3
FormulaFolio Investments
Michigan
$31.8M
4
Charles Schwab
4
Charles Schwab
California
$163M
5
FSC
5
Full Sail Capital
Oklahoma
$25.8M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$443K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.1M
3
WPP
3
Whalerock Point Partners
Rhode Island
$464K
4
BHWA
4
Beacon Harbor Wealth Advisors
Virginia
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$32.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$6.21M 118,038 +3,055 +3%
MFM
27
Mirsky Financial Management
New York
$5.99M 113,803 -2,214 -2%
Stifel Financial
28
Stifel Financial
Missouri
$5.85M 111,302 -29,779 -21%
TCM
29
Traynor Capital Management
Pennsylvania
$5.7M 105,275 -12,176 -10%
UBS Group
30
UBS Group
Switzerland
$5.44M 103,472 +8,185 +9%
KPWG
31
KFA Private Wealth Group
Virginia
$4.96M 94,248 +8,340 +10%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$4.89M 93,041 -21,470 -19%
NAM
33
NorthCoast Asset Management
Connecticut
$4.85M 92,091 +11,645 +14%
SG
34
StoneX Group
New York
$4.35M 82,784 +5,636 +7%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$4.05M 77,035 +1,210 +2%
ECM
36
Exchange Capital Management
Michigan
$3.95M 75,140 -1,132 -1%
ASN
37
Advisory Services Network
Georgia
$3.89M 73,954 -184 -0.2%
FHA
38
Flagship Harbor Advisors
Massachusetts
$3.68M 70,004 +29,611 +73%
CFGS
39
Concourse Financial Group Securities
Alabama
$3.56M 67,676 +15,400 +29%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$3.26M 61,957 -28 -0%
DFG
41
Demars Financial Group
Washington
$3.17M 60,210 -161 -0.3%
5L
42
55I LLC
Massachusetts
$2.9M 55,048 +7,084 +15%
Mariner
43
Mariner
Kansas
$2.57M 48,787 -4,853 -9%
Northern Trust
44
Northern Trust
Illinois
$2.54M 48,296 +50 +0.1%
AIA
45
Armor Investment Advisors
North Carolina
$2.42M 45,981 -5,389 -10%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.38M 45,947 -318 -0.7%
LB
47
Leo Brokerage
Texas
$2.26M 45,368 +45,368 New
MAFM
48
Mid Atlantic Financial Management
Pennsylvania
$2.21M 39,817 +9,914 +33%
SW
49
SVB Wealth
Massachusetts
$2.19M 41,554 -22,248 -35%
LNC
50
Lincoln National Corp
Pennsylvania
$2.09M 39,769 -29,769 -43%
1
2
3 4 5