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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

97 hedge funds and large institutions have $229M invested in Fidelity MSCI Health Care Index ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
42
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$7.81M
2
Jane Street
2
Jane Street
New York
$5.26M
3
GWM
3
Geneos Wealth Management
Colorado
$5.07M
4
FI
4
FormulaFolio Investments
Michigan
$4.76M
5
RCYC
5
Richard C. Young & Co
Rhode Island
$32.5M

Top Sellers

1
BW
1
Biegel & Waller
Maryland
$5.94M
2
Ameriprise
2
Ameriprise
Minnesota
$256K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.9M
4
SPC
4
Sigma Planning Corp
Michigan
$2.89M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$8.93M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
76
Benjamin F. Edwards & Company
Missouri
$21K 516 -1 -0.2%
SAM
77
Shamrock Asset Management
Texas
$20K 502 -9,206 -95%
CAC
78
Certified Advisory Corp
Florida
$14K 360 +360 New
WEC
79
Winslow Evans & Crocker
Massachusetts
$13.2K 330 – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$13K 314 +24 +8%
SEI Investments
81
SEI Investments
Pennsylvania
$13K 318 +318 New
TF
82
Tompkins Financial
New York
$13K 331 +331 New
VNA
83
Valley National Advisers
Pennsylvania
$12K 307 – –
CA
84
Calton & Associates
Florida
$9K 225 +225 New
CHC
85
City Holding Co
West Virginia
$8K 200 – –
SIS
86
Sound Income Strategies
Florida
$6K 158 +158 New
GEA
87
Glen Eagle Advisors
New Jersey
$5.8K 145 – –
WWM
88
Wagner Wealth Management
South Carolina
$4K 100 +100 New
BCP
89
Blackhawk Capital Partners
Wisconsin
$4K 100 +100 New
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$4K 105 +105 New
TFS
91
TrustCore Financial Services
Tennessee
$4K 108 +108 New
TFA
92
Transamerica Financial Advisors
Florida
$3K 55 -3 -5%
AIA
93
Allegis Investment Advisors
Idaho
– – -36,347 Closed
Citadel Advisors
94
Citadel Advisors
Florida
– – -31,154 Closed
Goldman Sachs
95
Goldman Sachs
New York
– – -11,127 Closed
AA
96
Advisory Alpha
Michigan
– – -1,143 Closed
BF
97
BOK Financial
Oklahoma
– – -700 Closed
RFWA
98
RPg Family Wealth Advisory
Massachusetts
– – -603 Closed
NFG
99
Next Financial Group
Texas
– – -100 Closed
AWM
100
AllSquare Wealth Management
New York
– – -54 Closed
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4
5