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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

174 hedge funds and large institutions have $448M invested in Fidelity MSCI Health Care Index ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 32 closing their positions.

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
3.84%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
32
Increased
54
Reduced
61
Closed
32
Calls
–
Puts
$647K
Net Calls
-$647K
Net Calls Change
-$647K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$81.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.8M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$3.95M
4
SFS
4
Sowell Financial Services
Arkansas
$3.03M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
FI
2
FormulaFolio Investments
Michigan
$17.2M
3
KFS
3
Kelly Financial Services
Massachusetts
$8.7K
4
Bank of America
4
Bank of America
North Carolina
$2.77M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$746K
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
51
Beam Wealth Advisors
Louisiana
$1.43M 33,162 +33,162 New
HCA
52
Heck Capital Advisors
Wisconsin
$1.38M 32,207 +2,449 +8%
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$1.31M 30,419 +6,781 +29%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.27M 29,422 -52,224 -64%
LFS
55
Legacy Financial Strategies
Kansas
$1.19M 27,728 -290 -1%
AB
56
Atlas Brown
Kentucky
$1.18M 27,412 +5,465 +25%
WAM
57
Weatherly Asset Management
California
$1.05M 24,495 -300 -1%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$1.05M 24,413 -6,901 -22%
NAM
59
NorthCoast Asset Management
Connecticut
$1.04M 24,157 -19,308 -44%
IAN
60
Integrated Advisors Network
Texas
$1.01M 23,483 +503 +2%
Goldman Sachs
61
Goldman Sachs
New York
$1M 23,324 +23,324 New
RSWM
62
Robertson Stephens Wealth Management
California
$984K 22,888 – –
SSWM
63
Smith Salley Wealth Management
North Carolina
$976K 22,717 -7,984 -26%
BAM
64
Beaumont Asset Management
Texas
$972K 22,617 -1,716 -7%
FHA
65
Flagship Harbor Advisors
Massachusetts
$959K 22,317 +3,514 +19%
TI
66
Trexquant Investment
Connecticut
$940K 21,877 +21,877 New
AIC
67
Ameritas Investment Company
Nebraska
$937K 21,811 +2,283 +12%
LA
68
Lynch & Associates
Indiana
$888K 20,671 -654 -3%
FAAS
69
First Allied Advisory Services
California
$837K 19,480 +9,955 +105%
TCM
70
Tandem Capital Management
New Jersey
$832K 19,362 +935 +5%
APWM
71
Atlas Private Wealth Management
New York
$816K 18,995 -358 -2%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$746K 17,367 -128,085 -88%
SCA
73
Snowden Capital Advisors
New York
$743K 17,294 +1,681 +11%
CPA
74
Court Place Advisors
Maryland
$742K 17,263 -43 -0.2%
CA
75
Crumly & Associates
Illinois
$739K 17,191 +17,191 New
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