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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

73 hedge funds and large institutions have $163M invested in Fidelity MSCI Health Care Index ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
30
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.4M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$16.5M
3
GWM
3
Geneos Wealth Management
Colorado
$6.65M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$5.02M
5
AG
5
Advisor Group
Arizona
$3.62M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$362K
2
Lido Advisors
2
Lido Advisors
California
$1.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$420K
4
TRCT
4
Tower Research Capital (TRC)
New York
$645K
5
BW
5
Biegel & Waller
Maryland
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RCYC
1
Richard C. Young & Co
Rhode Island
$24.4M 682,488 +43,689 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.4M 626,607 +614,896 +5,251%
BFA
3
Beaumont Financial Advisors
Massachusetts
$16.5M 461,947 +461,947 New
BW
4
Biegel & Waller
Maryland
$12.2M 341,374 -17,911 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.47M 265,148 +52,968 +25%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$8.05M 225,490 +30,579 +16%
GWM
7
Geneos Wealth Management
Colorado
$6.65M 186,156 +182,730 +5,334%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$5.02M 140,469 +105,538 +302%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.65M 130,341 +31,568 +32%
BRCM
10
Bright Rock Capital Management
Massachusetts
$4.65M 130,250 – –
Morgan Stanley
11
Morgan Stanley
New York
$3.71M 103,844 +3,204 +3%
AG
12
Advisor Group
Arizona
$3.62M 101,332 +96,784 +2,128%
ASN
13
Advisory Services Network
Georgia
$3.29M 92,152 +92,152 New
HighTower Advisors
14
HighTower Advisors
Illinois
$2.77M 77,687 -866 -1%
Ameriprise
15
Ameriprise
Minnesota
$2.72M 76,197 +62,379 +451%
SPC
16
Sigma Planning Corp
Michigan
$2.67M 74,650 +11,460 +18%
Wells Fargo
17
Wells Fargo
California
$2.63M 73,539 +71,623 +3,738%
TCM
18
Traynor Capital Management
Pennsylvania
$2.49M 66,559 -2,458 -4%
Bank of America
19
Bank of America
North Carolina
$2.28M 63,683 -7,723 -11%
RW
20
Rand Wealth
Maryland
$1.96M 54,896 +19,564 +55%
Lido Advisors
21
Lido Advisors
California
$1.6M 4,403 -13,743 -76%
AIA
22
Armor Investment Advisors
North Carolina
$1.55M 43,272 +4,680 +12%
CA
23
Cetera Advisors
Colorado
$1.52M 42,602 +6,049 +17%
LPL Financial
24
LPL Financial
California
$1.52M 42,376 +20,502 +94%
Northern Trust
25
Northern Trust
Illinois
$1.43M 40,122 +40,122 New
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