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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

189 hedge funds and large institutions have $684M invested in Fidelity MSCI Health Care Index ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 21 closing their positions.

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
3.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
38
Increased
71
Reduced
49
Closed
21
Calls
$279K
Puts
$733K
Net Calls
-$454K
Net Calls Change
+$193K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$150M
2
LI
2
LVZ Inc
Michigan
$22.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$35M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$11.9M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$767K
2
SW
2
SVB Wealth
Massachusetts
$3.18M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$8.34M
4
Wells Fargo
4
Wells Fargo
California
$8.25M
5
CA
5
Cetera Advisors
Colorado
$525K
Name Market Value Shares Shares
Change 		Shares
Change %
WPP
101
Whalerock Point Partners
Rhode Island
$439K 8,824 +2 +0%
KeyBank National Association
102
KeyBank National Association
Ohio
$425K 8,540 – –
DOA
103
D'Orazio & Associates
Virginia
$418K 8,400 – –
RIA
104
Regal Investment Advisors
Michigan
$417K 8,374 +8,374 New
KOMWMG
105
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$411K 8,259 +3,389 +70%
Fisher Asset Management
106
Fisher Asset Management
Washington
$409K 8,218 -1,615 -16%
COF
107
Capital One Financial
Virginia
$393K 7,888 -7,113 -47%
TFA
108
Teamwork Financial Advisors
Texas
$388K 7,795 +7,795 New
GWM
109
Geneos Wealth Management
Colorado
$379K 7,818 -1,936 -20%
EIP
110
Ellis Investment Partners
Pennsylvania
$343K 6,836 +20 +0.3%
MA
111
Mutual Advisors
Nebraska
$310K 6,226 +6,226 New
HWA
112
Hilltop Wealth Advisors
North Carolina
$300K 6,035 -3,045 -34%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
– – – –
Creative Planning
114
Creative Planning
Kansas
$268K 5,388 -5,002 -48%
XWM
115
Xcel Wealth Management
Florida
$265K 5,328 – –
PP
116
Professional Planning
California
$259K 5,204 +5,204 New
PCM
117
Pennsylvania Capital Management
Pennsylvania
$259K 5,204 +5,204 New
FAIM
118
Financial Advocates Investment Management
Washington
$256K 5,140 – –
PAG
119
Private Advisor Group
New Jersey
$246K 4,951 +289 +6%
RJA
120
Raymond James & Associates
Florida
$244K 4,908 -9,109 -65%
JIP
121
Jaffetilchin Investment Partners
Florida
$237K 4,762 +4,762 New
Wolverine Trading
122
Wolverine Trading
Illinois
$231K 4,721 +4,721 New
BAM
123
Belpointe Asset Management
Nevada
$224K 4,509 +530 +13%
AA
124
Advisory Alpha
Michigan
$217K 4,089 -1,032 -20%
APSP
125
Asset Planning Services (Pennsylvania)
Pennsylvania
$215K 4,315 +4,315 New
3 4
5
6 7