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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

191 hedge funds and large institutions have $720M invested in Fidelity MSCI Health Care Index ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 59 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.86%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
23
Increased
71
Reduced
59
Closed
20
Calls
$231K
Puts
–
Net Calls
+$231K
Net Calls Change
+$685K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$16.4M
2
FI
2
FormulaFolio Investments
Michigan
$31.8M
3
Charles Schwab
3
Charles Schwab
California
$163M
4
FSC
4
Full Sail Capital
Oklahoma
$25.8M
5
Lido Advisors
5
Lido Advisors
California
$41.6M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$443K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.1M
3
WPP
3
Whalerock Point Partners
Rhode Island
$464K
4
BHWA
4
Beacon Harbor Wealth Advisors
Virginia
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$32.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Maltin Wealth Management
New Jersey
$2.01M 38,231 -20,136 -34%
SFS
52
Sowell Financial Services
Arkansas
$2.01M 38,166 -28,916 -43%
WAM
53
Weatherly Asset Management
California
$2M 37,932 +8,961 +31%
HCA
54
Heck Capital Advisors
Wisconsin
$1.94M 36,932 +5,795 +19%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$1.64M 31,092 +657 +2%
AB
56
Atlas Brown
Kentucky
$1.62M 30,752 +2,702 +10%
RSWM
57
Robertson Stephens Wealth Management
California
$1.6M 30,368 +545 +2%
LFS
58
Legacy Financial Strategies
Kansas
$1.55M 29,549 +742 +3%
TGAM
59
TBH Global Asset Management
Tennessee
$1.48M 28,198 +16,570 +143%
FAAS
60
First Allied Advisory Services
California
$1.46M 27,656 +2,573 +10%
JWCA
61
J.W. Cole Advisors
Florida
$1.45M 27,638 +11,630 +73%
LWAC
62
Laurel Wealth Advisors (California)
California
$1.41M 26,708 +6,966 +35%
GSC
63
G&S Capital
Colorado
$1.29M 24,478 +24,478 New
SCA
64
Snowden Capital Advisors
New York
$1.22M 23,199 +1,096 +5%
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$1.2M 22,813 +5,415 +31%
IAN
66
Integrated Advisors Network
Texas
$1.18M 22,437 -2,648 -11%
Goldman Sachs
67
Goldman Sachs
New York
$1.17M 22,187 +5,044 +29%
BAM
68
Beaumont Asset Management
Texas
$1.16M 21,961 -911 -4%
AIC
69
Ameritas Investment Company
Nebraska
$1.15M 23,024 – –
NR
70
Newfound Research
Massachusetts
$1.13M 21,463 -15,091 -41%
SSWM
71
Smith Salley Wealth Management
North Carolina
$1.11M 21,178 -1,510 -7%
PG
72
Prostatis Group
Maryland
$1.1M 20,893 +9,280 +80%
LA
73
Lynch & Associates
Indiana
$1.07M 20,322 -26 -0.1%
KPWS
74
Kestra Private Wealth Services
Texas
$1M 19,075 +19,075 New
WR
75
Watson Rebecca
$973K 18,499 +3,032 +20%
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3
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