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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

98 hedge funds and large institutions have $358M invested in Fidelity MSCI Health Care Index ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
42
Reduced
26
Closed
11
Calls
$203K
Puts
$231K
Net Calls
-$28K
Net Calls Change
-$28K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$112M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$36.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.9M
4
BTS
4
BB&T Securities
Virginia
$10.9M
5
RWP
5
RWA Wealth Partners
Massachusetts
$12.3M

Top Sellers

1
BW
1
Biegel & Waller
Maryland
$0
2
BRCM
2
Bright Rock Capital Management
Massachusetts
$0
3
GWM
3
Geneos Wealth Management
Colorado
$296K
4
Jane Street
4
Jane Street
New York
$1.72M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$42K 1,079 +1,079 New
MWM
77
Mascoma Wealth Management
New Hampshire
$37K 925 – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$26K 650 +336 +107%
RPG
79
Risk Paradigm Group
Texas
$24K 603 – –
MSA
80
Marino Stram & Associates
Massachusetts
$23K 581 -2,381 -80%
SAM
81
Shamrock Asset Management
Texas
$21K 502 – –
WEC
82
Winslow Evans & Crocker
Massachusetts
$14.7K 370 +40 +12%
CAC
83
Certified Advisory Corp
Florida
$14K 360 – –
VNA
84
Valley National Advisers
Pennsylvania
$12K 307 – –
IIC
85
Integrated Investment Consultants
Michigan
$9K 235 +235 New
SIS
86
Sound Income Strategies
Florida
$6K 158 – –
GEA
87
Glen Eagle Advisors
New Jersey
$5.77K 145 – –
SEI Investments
88
SEI Investments
Pennsylvania
$5K 131 -187 -59%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$4K 105 – –
BCP
90
Blackhawk Capital Partners
Wisconsin
$4K 100 – –
TFS
91
TrustCore Financial Services
Tennessee
$4K 108 – –
WWM
92
Wagner Wealth Management
South Carolina
$4K 101 +1 +1%
LFA
93
Legacy Financial Advisors
Kentucky
$4K 100 +100 New
TFA
94
Transamerica Financial Advisors
Florida
$3K 52 -3 -5%
DWM
95
Destination Wealth Management
California
$1K 14 +14 New
AIL
96
AGF Investments LLC
Ontario, Canada
$1K 17 +17 New
BW
97
Biegel & Waller
Maryland
– – -148,426 Closed
BRCM
98
Bright Rock Capital Management
Massachusetts
– – -134,250 Closed
NR
99
Newfound Research
Massachusetts
– – -60,892 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– – -42,020 Closed
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