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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 %
CIAS
176
Capital Investment Advisory Services
North Carolina
$5K – – –
TFS
177
TrustCore Financial Services
Tennessee
$5K – – –
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +100 New
BWM
179
Baystate Wealth Management
Massachusetts
$5K +$5K +104 New
SIM
180
Sonora Investment Management
Arizona
$4K – – –
SIS
181
Sound Income Strategies
Florida
$4K – – –
SWM
182
Selective Wealth Management
Virginia
$3K – – –
FP
183
Financial Perspectives
Minnesota
$2.05K +$2.05K +41 New
LWA
184
Lowe Wealth Advisors
Maryland
$2K – – –
AIL
185
AGF Investments LLC
Ontario, Canada
$2K +$300 +6 +18%
PWP
186
Principle Wealth Partners
Connecticut
$2K +$2K +50 New
PFO
187
Pathstone Family Office
New Jersey
$1K – – –
TFA
188
Transamerica Financial Advisors
Florida
$1K +$1K +15 New
FRA
189
Front Row Advisors
California
$1K +$1K +20 New
BFPW
190
BOK Financial Private Wealth
Colorado
– -$1.72M -39,935 Closed
BWA
191
Beam Wealth Advisors
Louisiana
– -$1.43M -33,162 Closed
TI
192
Trexquant Investment
Connecticut
– -$940K -21,877 Closed
SF
193
Synovus Financial
Georgia
– -$720K -16,805 Closed
MWC
194
MKD Wealth Coaches
Michigan
– -$618K -14,386 Closed
Fiera Capital (Canada)
195
Fiera Capital (Canada)
Quebec, Canada
– -$394K -9,172 Closed
ATPW
196
Ashton Thomas Private Wealth
Arizona
– -$335K -7,804 Closed
CA
197
Continuum Advisory
Idaho
– -$311K -7,536 Closed
PD
198
Planning Directions
Pennsylvania
– -$240K -5,574 Closed
CRWM
199
Castle Rock Wealth Management
California
– -$243K -4,976 Closed
CAN
200
Claraphi Advisory Network
United States
– -$118K -2,747 Closed
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8
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