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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

178 hedge funds and large institutions have $575M invested in Fidelity MSCI Health Care Index ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
178
Holders Change
+26
Holders Change %
+17.11%
% of All Funds
3.52%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
46
Increased
62
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HF
1
Halpern Financial
Virginia
$11.7M
2
Bank of America
2
Bank of America
North Carolina
$13.3M
3
FI
3
FormulaFolio Investments
Michigan
$50.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.24M
5
Lido Advisors
5
Lido Advisors
California
$33M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CSIA
2
Charles Schwab Investment Advisory
California
$101M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$14M
4
IA
4
IFP Advisors
Florida
$127K
5
CWG
5
Cornerstone Wealth Group
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
101
KeyBank National Association
Ohio
$425K 8,540 – –
DOA
102
D'Orazio & Associates
Virginia
$418K 8,400 – –
GWM
103
Geneos Wealth Management
Colorado
$390K 7,817 +389 +5%
MA
104
Mutual Advisors
Nebraska
$389K 7,821 +352 +5%
PAG
105
Private Advisor Group
New Jersey
$382K 7,674 +529 +7%
CST
106
Charles Schwab Trust
Nevada
$373K 7,495 -6 -0.1%
FAIM
107
Financial Advocates Investment Management
Washington
$328K 6,596 +1 +0%
ATPW
108
Ashton Thomas Private Wealth
Arizona
$315K 6,328 +6,328 New
EIP
109
Ellis Investment Partners
Pennsylvania
$312K 6,281 +9 +0.1%
PS
110
Portfolio Strategies
New York
$301K 6,051 +6,051 New
FCA
111
FLC Capital Advisors
California
$280K 5,623 – –
RIA
112
Regal Investment Advisors
Michigan
$275K 5,525 – –
XWM
113
Xcel Wealth Management
Florida
$265K 5,328 – –
CIC
114
Carnegie Investment Counsel
Ohio
$252K 5,067 -799 -14%
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$248K 4,979 – –
OC
116
Oppenheimer & Co
New York
$247K 4,960 -200 -4%
TRCT
117
Tower Research Capital (TRC)
New York
$246K 4,954 -30,130 -86%
KFGK
118
Keystone Financial Group (Kentucky)
Kentucky
$233K 4,692 +4,692 New
KPCM
119
Kings Point Capital Management
New York
$224K 4,500 +4,500 New
JFA
120
Johanson Financial Advisors
California
$212K 10,564 +10,564 New
CTA
121
Colonial Trust Advisors
South Carolina
$210K 4,213 +4,213 New
JIP
122
Jaffetilchin Investment Partners
Florida
$205K 4,122 +4,122 New
SSWG
123
Seven Springs Wealth Group
Tennessee
$188K 3,788 +3,788 New
GC
124
Grace Capital
Massachusetts
$179K 3,600 +3,600 New
GEA
125
Glen Eagle Advisors
New Jersey
$154K 3,096 – –
3 4
5
6 7