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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

152 hedge funds and large institutions have $446M invested in Fidelity MSCI Health Care Index ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
23
Increased
52
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
1
Virtu Financial
New York
$6.06M
2
PCS
2
Personal CFO Solutions
New Jersey
$5.47M
3
IA
3
IFP Advisors
Florida
$1.74M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.69M
5
KCM
5
Karp Capital Management
California
$7.14M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$91.4M
2
SMG
2
Spectrum Management Group
Indiana
$60K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$609K
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$0
5
Bank of America
5
Bank of America
North Carolina
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
101
Carnegie Investment Counsel
Ohio
$254K 5,866 +5,866 New
WIA
102
World Investment Advisors
California
$253K 5,832 -588 -9%
FCA
103
FLC Capital Advisors
California
$244K 5,623 – –
CS
104
Credit Suisse
Switzerland
$244K 5,633 +5,633 New
RIA
105
Regal Investment Advisors
Michigan
$240K 5,525 +400 +8%
XWM
106
Xcel Wealth Management
Florida
$231K 5,328 – –
OC
107
Oppenheimer & Co
New York
$224K 5,160 -50 -1%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$216K 4,979 -31 -0.6%
SWM
109
Sequoia Wealth Management
Illinois
$204K 4,650 +4,650 New
CAL
110
Capital Analysts LLC
Pennsylvania
$195K 4,500 – –
GEA
111
Glen Eagle Advisors
New Jersey
$134K 3,096 -132 -4%
GWA
112
Guidant Wealth Advisors
Illinois
$67K 1,543 – –
EFSCE
113
Enterprise Financial Services Corp (EFSC)
Missouri
$67K 1,548 – –
SMG
114
Spectrum Management Group
Indiana
$60K 1,379 -295,209 -100%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$59K 1,371 – –
SFS
116
Sowell Financial Services
Arkansas
$47K 1,079 +1,079 New
BFEC
117
Benjamin F. Edwards & Company
Missouri
$34K 784 – –
RFWA
118
RPg Family Wealth Advisory
Massachusetts
$26.2K 603 – –
BWM
119
BerganKDV Wealth Management
Minnesota
$23K 542 +2 +0.4%
CAC
120
Certified Advisory Corp
Florida
$21K 487 +1 +0.2%
TCM
121
Tradewinds Capital Management
Washington
$19K 428 +1 +0.2%
BCI
122
Brinker Capital Investments
Pennsylvania
$18K 425 -150 -26%
ME
123
McIlrath & Eck
Washington
$15K 354 – –
WCG
124
Weaver Consulting Group
California
$15K 340 +111 +48%
SSB
125
Sandy Spring Bank
Maryland
$13K 293 -81 -22%
3 4
5
6 7