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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

189 hedge funds and large institutions have $684M invested in Fidelity MSCI Health Care Index ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
3.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
38
Increased
71
Reduced
49
Closed
21
Calls
$279K
Puts
$733K
Net Calls
-$454K
Net Calls Change
+$193K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$150M
2
LI
2
LVZ Inc
Michigan
$22.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$35M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$11.9M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$767K
2
SW
2
SVB Wealth
Massachusetts
$3.18M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$8.34M
4
Wells Fargo
4
Wells Fargo
California
$8.25M
5
CA
5
Cetera Advisors
Colorado
$525K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$2.4M -$28.9K -581 -1%
5L
52
55I LLC
Massachusetts
$2.39M -$559K -11,228 -19%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$2.3M -$222K -4,453 -9%
IA
54
IFP Advisors
Florida
$2.12M +$89K +1,824 +4%
SL
55
Systelligence LLC
Minnesota
$2.03M +$1.78M +35,716 +698%
FHA
56
Flagship Harbor Advisors
Massachusetts
$2.01M +$899K +18,076 +81%
NR
57
Newfound Research
Massachusetts
$1.82M +$1.82M +36,544 +365,440%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.64M +$776K +15,591 +90%
HCA
59
Heck Capital Advisors
Wisconsin
$1.55M -$53.3K -1,070 -3%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$1.51M +$300K +6,022 +25%
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$1.49M -$25.7K -516 -2%
RSWM
62
Robertson Stephens Wealth Management
California
$1.48M +$345K +6,935 +30%
WAM
63
Weatherly Asset Management
California
$1.44M +$223K +4,476 +18%
LFS
64
Legacy Financial Strategies
Kansas
$1.43M +$53.7K +1,079 +4%
AB
65
Atlas Brown
Kentucky
$1.4M +$31.8K +638 +2%
HAS
66
HBW Advisory Services
California
$1.25M +$1.25M +25,118 New
IAN
67
Integrated Advisors Network
Texas
$1.25M +$79.8K +1,602 +7%
FAAS
68
First Allied Advisory Services
California
$1.25M +$279K +5,603 +29%
AIC
69
Ameritas Investment Company
Nebraska
$1.15M +$60.4K +1,213 +6%
BAM
70
Beaumont Asset Management
Texas
$1.14M +$12.7K +255 +1%
SSWM
71
Smith Salley Wealth Management
North Carolina
$1.13M -$1.44K -29 -0.1%
SCA
72
Snowden Capital Advisors
New York
$1.1M +$239K +4,809 +28%
LA
73
Lynch & Associates
Indiana
$1.01M -$16.1K -323 -2%
LWAC
74
Laurel Wealth Advisors (California)
California
$982K +$226K +4,536 +30%
APWM
75
Atlas Private Wealth Management
New York
$886K -$59.1K -1,187 -6%
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