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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.

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
1
FormulaFolio Investments
Michigan
$34.8M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.3M
3
KFS
3
Kelly Financial Services
Massachusetts
$8.89M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23M

Top Sellers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$0
2
Bank of America
2
Bank of America
North Carolina
$9.87M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$10.1M
4
FAAS
4
First Allied Advisory Services
California
$315K
5
CSIA
5
Charles Schwab Investment Advisory
California
$145M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$1.39M 31,143 +5,913 +23%
CWG
52
Cornerstone Wealth Group
North Carolina
$1.37M 30,749 +30,749 New
Fidelity Investments
53
Fidelity Investments
Massachusetts
$1.15M 25,884 -7,997 -24%
WAM
54
Weatherly Asset Management
California
$1.14M 25,625 +1 +0%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.1M 24,754 +9,039 +58%
RSWM
56
Robertson Stephens Wealth Management
California
$1.02M 22,888 – –
RJFSA
57
Raymond James Financial Services Advisors
Florida
$952K 21,393 +1,308 +7%
Goldman Sachs
58
Goldman Sachs
New York
$921K 20,706 +20,706 New
BRWA
59
B. Riley Wealth Advisors
Florida
$919K 20,633 +1,065 +5%
AIC
60
Ameritas Investment Company
Nebraska
$827K 18,573 +18,573 New
AB
61
Atlas Brown
Kentucky
$806K 18,108 -21 -0.1%
LA
62
Lynch & Associates
Indiana
$781K 17,550 -340 -2%
SSWM
63
Smith Salley Wealth Management
North Carolina
$764K 17,164 +215 +1%
HCA
64
Heck Capital Advisors
Wisconsin
$756K 16,991 +2,160 +15%
SXL
65
Summit X LLC
Missouri
$744K 16,802 +16,802 New
SCA
66
Snowden Capital Advisors
New York
$693K 15,573 +3,853 +33%
VF
67
Virtu Financial
New York
$675K 15,170 -58,140 -79%
PJSIMP
68
P.J. Schmidt Investment Management (PJS)
Wisconsin
$668K 15,009 +437 +3%
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$663K 14,907 +541 +4%
BCM
70
Beck Capital Management
Texas
$617K 13,865 +13,865 New
CFD
71
Creative Financial Designs
Indiana
$605K 13,604 -113 -0.8%
Nomura Holdings
72
Nomura Holdings
Japan
$602K 13,500 +13,500 New
MWC
73
MKD Wealth Coaches
Michigan
$600K 13,480 -3,045 -18%
DLCIG
74
D.L. Carlson Investment Group
New Hampshire
$600K 13,472 +230 +2%
SS
75
Sunbelt Securities
Texas
$598K 13,433 +1,663 +14%
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