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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

174 hedge funds and large institutions have $448M invested in Fidelity MSCI Health Care Index ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
3.84%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
32
Increased
54
Reduced
61
Closed
32
Calls
–
Puts
$647K
Net Calls
-$647K
Net Calls Change
-$647K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$81.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19.8M
3
FPGK
Financial Partners Group (Kansas)
Kansas
$3.95M
4
SFS
Sowell Financial Services
Arkansas
$3.03M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
FI
FormulaFolio Investments
Michigan
$17.2M
3
KFS
Kelly Financial Services
Massachusetts
$8.7K
4
Bank of America
Bank of America
North Carolina
$2.77M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$746K
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
176
Summit X LLC
Missouri
– -$881K -17,657 Closed
JWCA
177
J.W. Cole Advisors
Florida
– -$705K -14,182 Closed
SIA
178
Soltis Investment Advisors
Utah
– -$550K -11,053 Closed
JFA
179
Johanson Financial Advisors
California
– -$212K -10,564 Closed
RCYC
180
Richard C. Young & Co
Rhode Island
– -$466K -9,377 Closed
MA
181
Mutual Advisors
Nebraska
– -$389K -7,821 Closed
PS
182
Portfolio Strategies
New York
– -$301K -6,051 Closed
FCA
183
FLC Capital Advisors
California
– -$280K -5,623 Closed
RIA
184
Regal Investment Advisors
Michigan
– -$275K -5,525 Closed
CIC
185
Carnegie Investment Counsel
Ohio
– -$252K -5,067 Closed
OC
186
Oppenheimer & Co
New York
– -$247K -4,960 Closed
TRCT
187
Tower Research Capital (TRC)
New York
– -$246K -4,954 Closed
KFGK
188
Keystone Financial Group (Kentucky)
Kentucky
– -$233K -4,692 Closed
CTA
189
Colonial Trust Advisors
South Carolina
– -$210K -4,213 Closed
JIP
190
Jaffetilchin Investment Partners
Florida
– -$205K -4,122 Closed
SSWG
191
Seven Springs Wealth Group
Tennessee
– -$188K -3,788 Closed
WQ
192
Wealth Quarterback
New Jersey
– -$54 -2,231 Closed
AWA
193
Arkadios Wealth Advisors
Georgia
– -$71.2K -1,400 Closed
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
– -$68K -1,371 Closed
BCI
195
Brinker Capital Investments
Pennsylvania
– -$21K -425 Closed
TF
196
TimeScale Financial
Massachusetts
– -$12K -244 Closed
RIA
197
Realta Investment Advisors
Delaware
– -$12K -240 Closed
Citigroup
198
Citigroup
New York
– -$6K -113 Closed
PA
199
Parallel Advisors
California
– -$2K -50 Closed
FGAM
200
Financial Gravity Asset Management
Texas
– -$2K -43 Closed
5 6 7
8
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