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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 %
SS
51
Sunbelt Securities
Texas
$475K 11,491 -5,785 -33%
CPA
52
Court Place Advisors
Maryland
$441K 10,684 -1,092 -9%
CM
53
Cornerstone Management
Georgia
$438K 10,617 – –
FA
54
FMA Advisory
Pennsylvania
$419K 10,142 -489 -5%
HCA
55
Heck Capital Advisors
Wisconsin
$408K 9,872 -569 -5%
FPGK
56
Financial Partners Group (Kansas)
Kansas
$407K 9,844 +9,844 New
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$361K 8,731 -1,037 -11%
KeyBank National Association
58
KeyBank National Association
Ohio
$353K 8,540 – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$348K 8,424 -16 -0.2%
DOA
60
D'Orazio & Associates
Virginia
$347K 8,400 +8,400 New
PAG
61
Pinnacle Advisory Group
Maryland
$344K 8,320 – –
SCA
62
Snowden Capital Advisors
New York
$337K 8,149 -13,707 -63%
WPP
63
Whalerock Point Partners
Rhode Island
$326K 7,899 -3,945 -33%
GFPC
64
Global Financial Private Capital
Florida
$313K 7,590 +7,590 New
GWM
65
Geneos Wealth Management
Colorado
$312K 7,567 +133 +2%
HighTower Advisors
66
HighTower Advisors
Illinois
$298K 7,378 +292 +4%
Fisher Asset Management
67
Fisher Asset Management
Washington
$261K 6,319 +599 +10%
FA
68
FDx Advisors
Illinois
$239K 5,792 -6,639 -53%
Ameriprise
69
Ameriprise
Minnesota
$219K 5,297 -169 -3%
FAAS
70
First Allied Advisory Services
California
$207K 5,049 +5,049 New
JIP
71
Jaffetilchin Investment Partners
Florida
$203K 4,917 +4,917 New
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$192K 4,648 +117 +3%
MWM
73
Mascoma Wealth Management
New Hampshire
$162K 3,925 +3,000 +324%
AWA
74
Acorn Wealth Advisors
Michigan
$139K 3,348 – –
IA
75
IFP Advisors
Florida
$105K 2,545 +639 +34%
1 2
3
4 5