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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

146 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
3.18%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
24
Increased
57
Reduced
38
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
SVB Wealth
Massachusetts
$6.21M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$16M
3
FSC
Full Sail Capital
Oklahoma
$16.3M
4
Lido Advisors
Lido Advisors
California
$25.1M
5
5L
55I LLC
Massachusetts
$2.45M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$4.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.6M
3
FPGK
Financial Partners Group (Kansas)
Kansas
$0
4
Lazard Asset Management
Lazard Asset Management
New York
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
BFC
127
Bedel Financial Consulting
Indiana
$9K – – –
EWM
128
Executive Wealth Management
Michigan
$9K +$45 +1 +0.5%
GI
129
Gradient Investments
Minnesota
$8K – – –
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$7K +$7K +165 New
WEC
131
Winslow Evans & Crocker
Massachusetts
$6K -$5.66K -100 -49%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
TFS
133
TrustCore Financial Services
Tennessee
$5K – – –
CIAS
134
Capital Investment Advisory Services
North Carolina
$5K +$5K +116 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$5K +$5K +125 New
S
136
SignatureFD
Georgia
$4K +$4K +89 New
SIS
137
Sound Income Strategies
Florida
$3K – – –
CFA
138
Camarda Financial Advisors
Florida
$3K – – –
AIL
139
AGF Investments LLC
Ontario, Canada
$2K – – –
TFA
140
Transamerica Financial Advisors
Florida
$2K +$2K +31 New
SCA
141
Stonebridge Capital Advisors
Minnesota
$2K +$2K +37 New
LWA
142
Lowe Wealth Advisors
Maryland
$2K +$2K +50 New
APA
143
American Portfolios Advisors
New York
$1.53K – – –
PFO
144
Pathstone Family Office
New Jersey
$1K – – –
FPGK
145
Financial Partners Group (Kansas)
Kansas
– -$8.16M -183,290 Closed
Lazard Asset Management
146
Lazard Asset Management
New York
– -$6.56M -147,325 Closed
Jane Street
147
Jane Street
New York
– -$1.81M -40,750 Closed
SHIM
148
Stone House Investment Management
Pennsylvania
– -$1.4M -31,523 Closed
Goldman Sachs
149
Goldman Sachs
New York
– -$921K -20,706 Closed
BRWA
150
B. Riley Wealth Advisors
Florida
– -$919K -20,633 Closed
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