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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

174 hedge funds and large institutions have $448M invested in Fidelity MSCI Health Care Index ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 32 closing their positions.

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
3.84%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
32
Increased
54
Reduced
61
Closed
32
Calls
–
Puts
$647K
Net Calls
-$647K
Net Calls Change
-$647K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$81.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.8M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$3.95M
4
SFS
4
Sowell Financial Services
Arkansas
$3.03M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
FI
2
FormulaFolio Investments
Michigan
$17.2M
3
KFS
3
Kelly Financial Services
Massachusetts
$8.7K
4
Bank of America
4
Bank of America
North Carolina
$2.77M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$746K
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
101
KeyBank National Association
Ohio
$367K 8,540 – –
DOA
102
D'Orazio & Associates
Virginia
$361K 8,400 – –
ATPW
103
Ashton Thomas Private Wealth
Arizona
$335K 7,804 +1,476 +23%
CST
104
Charles Schwab Trust
Nevada
$315K 7,318 -177 -2%
CA
105
Continuum Advisory
Idaho
$311K 7,536 +7,536 New
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
– – – –
EIP
107
Ellis Investment Partners
Pennsylvania
$280K 6,816 +535 +9%
AA
108
Advisory Alpha
Michigan
$247K 5,121 -3,967 -44%
CRWM
109
Castle Rock Wealth Management
California
$243K 4,976 +4,976 New
PD
110
Planning Directions
Pennsylvania
$240K 5,574 +5,574 New
RCAG
111
Rehmann Capital Advisory Group
Michigan
$231K 5,368 +5,368 New
XWM
112
Xcel Wealth Management
Florida
$228K 5,328 – –
FAIM
113
Financial Advocates Investment Management
Washington
$221K 5,140 -1,456 -22%
SL
114
Systelligence LLC
Minnesota
$220K 5,118 +5,118 New
KOMWMG
115
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K 4,870 +4,870 New
PAG
116
Private Advisor Group
New Jersey
$200K 4,662 -3,012 -39%
BAM
117
Belpointe Asset Management
Nevada
$171K 3,979 +3,979 New
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$166K 3,864 -1,115 -22%
GC
119
Grace Capital
Massachusetts
$155K 3,600 – –
VFA
120
Valeo Financial Advisors
Indiana
$127K 2,760 +2,515 +1,027%
GEA
121
Glen Eagle Advisors
New Jersey
$126K 2,935 -161 -5%
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$118K 2,748 – –
CAN
123
Claraphi Advisory Network
United States
$118K 2,747 +2,747 New
MHR
124
Matthew Hamilton Rosenberg
$95K 2,207 +2,207 New
MWM
125
MBE Wealth Management
Wisconsin
$58K 1,368 +1,368 New
3 4
5
6 7