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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

146 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 26 closing their positions.

Holders
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
3.18%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
24
Increased
57
Reduced
38
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$6.21M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$16M
3
FSC
3
Full Sail Capital
Oklahoma
$16.3M
4
Lido Advisors
4
Lido Advisors
California
$25.1M
5
5L
5
55I LLC
Massachusetts
$2.45M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$4.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.6M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$1.05M 23,284 -2,600 -10%
RSWM
52
Robertson Stephens Wealth Management
California
$1.03M 22,888 – –
TRCT
53
Tower Research Capital (TRC)
New York
$1M 22,255 -16,930 -43%
AI
54
Atria Investments
North Carolina
$877K 20,005 +20,005 New
LA
55
Lynch & Associates
Indiana
$854K 18,973 +1,423 +8%
AB
56
Atlas Brown
Kentucky
$839K 18,640 +532 +3%
Citadel Advisors
57
Citadel Advisors
Florida
$807K 17,927 -27,002 -60%
SXL
58
Summit X LLC
Missouri
$792K 17,722 +920 +5%
SSWM
59
Smith Salley Wealth Management
North Carolina
$784K 17,413 +249 +1%
MAFM
60
Mid Atlantic Financial Management
Pennsylvania
$767K 17,042 +2,135 +14%
PJSIMP
61
P.J. Schmidt Investment Management (PJS)
Wisconsin
$694K 15,415 +406 +3%
SCP
62
Silverleafe Capital Partners
Tennessee
$639K 14,190 +14,190 New
SCA
63
Snowden Capital Advisors
New York
$638K 14,180 -1,393 -9%
CW
64
Cobiz Wealth
Colorado
$637K 14,153 -32,873 -70%
SS
65
Sunbelt Securities
Texas
$630K 13,999 +566 +4%
DLCIG
66
D.L. Carlson Investment Group
New Hampshire
$591K 13,120 -352 -3%
CFD
67
Creative Financial Designs
Indiana
$581K 12,885 -719 -5%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$566K 12,573 +3,469 +38%
AA
69
Advisory Alpha
Michigan
$560K 12,568 +3,779 +43%
Prudential Financial
70
Prudential Financial
New Jersey
$553K 12,279 +1,597 +15%
BTS
71
BB&T Securities
Virginia
$547K 12,171 -306 -2%
AIC
72
Ameritas Investment Company
Nebraska
$541K 12,014 -6,559 -35%
LNC
73
Lincoln National Corp
Pennsylvania
$531K 11,814 -19,329 -62%
FA
74
FMA Advisory
Pennsylvania
$482K 10,709 +399 +4%
CPA
75
Court Place Advisors
Maryland
$480K 10,667 -456 -4%
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3
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