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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

219 hedge funds and large institutions have $943M invested in Fidelity MSCI Health Care Index ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+28
Holders Change %
+14.66%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
49
Increased
83
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$266M
2
CI
Clal Insurance
Israel
$58.9M
3
TIA
Traphagen Investment Advisors
New Jersey
$12.4M
4
LJAC
L.J. Altfest & Co
New York
$9.29M
5
HAS
HBW Advisory Services
California
$6.88M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$0
2
KAS
Kestra Advisory Services
Texas
$13.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$32.7M
4
FHA
Flagship Harbor Advisors
Massachusetts
$1.24M
5
DFG
Demars Financial Group
Washington
$853K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
126
Spectrum Management Group
Indiana
$301K -$164K -2,845 -35%
FAIM
127
Financial Advocates Investment Management
Washington
$297K – – –
CAN
128
Cetera Advisor Networks
California
$293K +$5.37K +93 +2%
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$289K -$44.8K -621 -13%
Neuberger Berman Group
130
Neuberger Berman Group
New York
$271K +$271K +4,693 New
SXL
131
Summit X LLC
Missouri
$266K +$17.8K +305 +7%
KFGK
132
Keystone Financial Group (Kentucky)
Kentucky
$263K +$22.9K +396 +10%
BAM
133
Belpointe Asset Management
Nevada
$262K +$2.83K +49 +1%
TCMP
134
Thrive Capital Management (Pennsylvania)
Pennsylvania
$259K +$259K +4,493 New
MWP
135
Madison Wealth Partners
Wisconsin
$252K +$252K +4,367 New
RCA
136
Reitz Capital Advisors
Michigan
$247K – – –
JIP
137
Jaffetilchin Investment Partners
Florida
$232K -$7.9K -137 -3%
SFA
138
Sequoia Financial Advisors
Ohio
$227K +$227K +3,925 New
Fiera Capital (Canada)
139
Fiera Capital (Canada)
Quebec, Canada
$211K +$211K +3,662 New
AAS
140
Avantax Advisory Services
Texas
$209K -$104K -1,811 -33%
WWM
141
Western Wealth Management
Colorado
$208K +$208K +3,600 New
COCM
142
Charter Oak Capital Management
New Hampshire
$208K +$208K +3,608 New
Prudential Financial
143
Prudential Financial
New Jersey
$206K +$206K +3,569 New
BRWA
144
B. Riley Wealth Advisors
Florida
$205K +$205K +3,539 New
AA
145
Advisory Alpha
Michigan
$203K -$13.9K -241 -6%
NL
146
NWAM LLC
Washington
$203K +$203K +3,511 New
VFA
147
Valeo Financial Advisors
Indiana
$201K +$41.3K +714 +26%
RWA
148
River Wealth Advisors
Pennsylvania
$200K +$200K +3,471 New
AWM
149
Accel Wealth Management
Iowa
$194K +$194K +3,353 New
IAIM
150
International Assets Investment Management
Florida
$191K +$191K +3,313 New
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6
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