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

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
KAS
2
Kestra Advisory Services
Texas
$13.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.7M
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$1.24M
5
DFG
5
Demars Financial Group
Washington
$853K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
151
Enterprise Financial Services Corp (EFSC)
Missouri
$139K -$8.66K -150 -6%
IA
152
IFP Advisors
Florida
$133K +$48.4K +850 +57%
Franklin Resources
153
Franklin Resources
California
$129K – – –
MHR
154
Matthew Hamilton Rosenberg
$127K – – –
EWA
155
EP Wealth Advisors
California
$118K +$118K +2,036 New
AWA
156
Arkadios Wealth Advisors
Georgia
$104K +$104K +1,818 New
SBL
157
Sargent Bickham Lagudis
Colorado
$93K +$93K +1,619 New
VBCG
158
Valley Brook Capital Group
Pennsylvania
$86K +$86K +1,504 New
IF
159
Ironwood Financial
Arizona
$71K – – –
IA
160
Inspire Advisors
Idaho
$68K +$68K +1,171 New
LWM
161
Liberty Wealth Management
California
$60K +$59 +1 +0.1%
GEA
162
Glen Eagle Advisors
New Jersey
$54.6K -$105K -1,820 -66%
ADIM
163
Alpha DNA Investment Management
Maryland
$53K +$53K +927 New
AIM
164
Anchor Investment Management
South Carolina
$47.8K +$9.64K +167 +25%
HDIM
165
Hanson & Doremus Investment Management
Vermont
$45K +$45K +785 New
SAM
166
S.A. Mason
Michigan
$42K – – –
JCM
167
Jacobi Capital Management
Pennsylvania
$41K +$7.3K +128 +22%
HWA
168
HHM Wealth Advisors
Tennessee
$40K – – –
FP
169
Financial Perspectives
Minnesota
$35.6K +$33.2K +575 +1,402%
RFWA
170
RPg Family Wealth Advisory
Massachusetts
$34.8K – – –
KPCM
171
Kings Point Capital Management
New York
$29K – – –
PMFA
172
Plante Moran Financial Advisors
Michigan
$27K – – –
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$27K +$21.3K +373 +373%
CAAS
174
Capital Asset Advisory Services
Michigan
$26K +$115 +2 +0.4%
BFEC
175
Benjamin F. Edwards & Company
Missouri
$26K +$173 +3 +0.7%
5 6
7
8 9