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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$22K -$17.8K -364 -45%
FANJ
152
Financial Architects (New Jersey)
New Jersey
$22K – – –
TCM
153
Tradewinds Capital Management
Washington
$22K +$51 +1 +0.2%
PMFA
154
Plante Moran Financial Advisors
Michigan
$22K +$2.71K +54 +14%
ME
155
McIlrath & Eck
Washington
$18K – – –
BWM
156
BerganKDV Wealth Management
Minnesota
$18K +$11.3K +232 +167%
WCG
157
Weaver Consulting Group
California
$17K – – –
GRP
158
Global Retirement Partners
California
$17K – – –
CFA
159
Carroll Financial Associates
North Carolina
$17K +$17K +350 New
CICI
160
Capital Investment Counsel Inc
North Carolina
$15K – – –
FHA
161
First Horizon Advisors
Tennessee
$15K – – –
PA
162
Parallel Advisors
California
$14K +$14K +300 New
AWM
163
Apollon Wealth Management
South Carolina
$13K +$13K +268 New
APA
164
American Portfolios Advisors
New York
$12.8K – – –
MF
165
Manchester Financial
California
$12K – – –
EW
166
Element Wealth
Mississippi
$11K +$51 +1 +0.5%
KFS
167
Kelly Financial Services
Massachusetts
$10.5K +$448 +9 +4%
BFC
168
Bedel Financial Consulting
Indiana
$10K – – –
AA
169
Ancora Advisors
Ohio
$10K +$10K +205 New
GI
170
Gradient Investments
Minnesota
$9K – – –
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
VNA
172
Valley National Advisers
Pennsylvania
$8K -$4.39K -84 -35%
BFIM
173
Beese Fulmer Investment Management
Ohio
$7K +$7K +150 New
SSB
174
Sandy Spring Bank
Maryland
$6K +$48 +1 +0.8%
WEC
175
Winslow Evans & Crocker
Massachusetts
$5K -$48 -1 -0.9%
5 6
7
8 9