FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

178 hedge funds and large institutions have $575M invested in Fidelity MSCI Health Care Index ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
178
Holders Change
+26
Holders Change %
+17.11%
% of All Funds
3.52%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
46
Increased
62
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HF
1
Halpern Financial
Virginia
$11.7M
2
Bank of America
2
Bank of America
North Carolina
$13.3M
3
FI
3
FormulaFolio Investments
Michigan
$50.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.24M
5
Lido Advisors
5
Lido Advisors
California
$33M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CSIA
2
Charles Schwab Investment Advisory
California
$101M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$14M
4
IA
4
IFP Advisors
Florida
$127K
5
CWG
5
Cornerstone Wealth Group
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$1.92M 38,668 +17 +0%
NR
52
Newfound Research
Massachusetts
$1.81M 36,468 -6,775 -16%
PG
53
Prostatis Group
Maryland
$1.74M 34,961 +34,961 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.56M 31,314 +8,171 +35%
SSWM
55
Smith Salley Wealth Management
North Carolina
$1.53M 30,701 +7,010 +30%
HCA
56
Heck Capital Advisors
Wisconsin
$1.48M 29,758 +4,913 +20%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$1.42M 28,616 -5,295 -16%
LFS
58
Legacy Financial Strategies
Kansas
$1.39M 28,018 +1,418 +5%
WAM
59
Weatherly Asset Management
California
$1.23M 24,795 -700 -3%
BAM
60
Beaumont Asset Management
Texas
$1.21M 24,333 +24,333 New
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$1.18M 23,638 +5,512 +30%
IAN
62
Integrated Advisors Network
Texas
$1.14M 22,980 +22,980 New
RSWM
63
Robertson Stephens Wealth Management
California
$1.14M 22,888 – –
AI
64
Atria Investments
North Carolina
$1.13M 22,738 +1,502 +7%
AB
65
Atlas Brown
Kentucky
$1.09M 21,947 +2,699 +14%
LA
66
Lynch & Associates
Indiana
$1.06M 21,325 +1,897 +10%
AIC
67
Ameritas Investment Company
Nebraska
$971K 19,528 +554 +3%
APWM
68
Atlas Private Wealth Management
New York
$963K 19,353 +19,353 New
FHA
69
Flagship Harbor Advisors
Massachusetts
$935K 18,803 +4,012 +27%
CAS
70
Cascadia Advisory Services
Oregon
$926K 18,622 +18,622 New
TCM
71
Tandem Capital Management
New Jersey
$917K 18,427 +18,427 New
SXL
72
Summit X LLC
Missouri
$881K 17,657 -724 -4%
CPA
73
Court Place Advisors
Maryland
$861K 17,306 -38 -0.2%
MML Investors Services
74
MML Investors Services
Massachusetts
$809K 16,270 -326 -2%
HWA
75
Hilltop Wealth Advisors
North Carolina
$780K 15,686 +15,686 New
1 2
3
4 5