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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

219 hedge funds and large institutions have $943M invested in Fidelity MSCI Health Care Index ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 18 closing their positions.

Holders
219
Holders Change
+28
Holders Change %
+14.66%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
49
Increased
83
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$266M
2
CI
2
Clal Insurance
Israel
$58.9M
3
TIA
3
Traphagen Investment Advisors
New Jersey
$12.4M
4
LJAC
4
L.J. Altfest & Co
New York
$9.29M
5
HAS
5
HBW Advisory Services
California
$6.88M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
KAS
2
Kestra Advisory Services
Texas
$13.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.7M
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$1.24M
5
DFG
5
Demars Financial Group
Washington
$853K
Name Market Value Shares Shares
Change 		Shares
Change %
SSWM
76
Smith Salley Wealth Management
North Carolina
$1.26M 21,727 +549 +3%
JWCA
77
J.W. Cole Advisors
Florida
$1.25M 21,673 -5,965 -22%
FHA
78
Flagship Harbor Advisors
Massachusetts
$1.24M 21,501 -48,503 -69%
LA
79
Lynch & Associates
Indiana
$1.22M 21,041 +719 +4%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$1.21M 20,944 +20,944 New
APWM
81
Atlas Private Wealth Management
New York
$1.2M 20,693 +2,843 +16%
IAN
82
Integrated Advisors Network
Texas
$1.19M 20,563 -1,874 -8%
CPA
83
Court Place Advisors
Maryland
$1.07M 18,540 +1,394 +8%
TCM
84
Tandem Capital Management
New Jersey
$1.03M 17,839 +122 +0.7%
BWM
85
Birchcreek Wealth Management
Ohio
$1.02M 17,637 +17,637 New
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$1.01M 17,532 -71 -0.4%
MML Investors Services
87
MML Investors Services
Massachusetts
$1.01M 17,414 +343 +2%
CH
88
Canton Hathaway
Rhode Island
$918K 15,892 -407 -2%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$909K 15,742 +5,646 +56%
SWMP
90
Signature Wealth Management Partners
New Jersey
$870K 15,061 +15,061 New
DFG
91
Demars Financial Group
Washington
$853K 14,764 -45,446 -75%
SS
92
Sunbelt Securities
Texas
$758K 13,124 -351 -3%
AWM
93
AE Wealth Management
Kansas
$702K 12,158 +44 +0.4%
KOMWMG
94
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$673K 11,659 -490 -4%
IRC
95
Investors Research Corp
Georgia
$646K 11,184 +6,236 +126%
EIA
96
Eldridge Investment Advisors
New Hampshire
$632K 10,936 +41 +0.4%
EH
97
Equitable Holdings
New York
$628K 10,882 -1,598 -13%
PPA
98
Parametric Portfolio Associates
Washington
$625K 10,821 +4,398 +68%
PP
99
Professional Planning
California
$625K 10,824 +10,824 New
CA
100
Crumly & Associates
Illinois
$616K 10,168 -390 -4%
2 3
4
5 6