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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

82 hedge funds and large institutions have $202M invested in Fidelity MSCI Health Care Index ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
31
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$10.3M
2
Wells Fargo
2
Wells Fargo
California
$8.25M
3
Ameriprise
3
Ameriprise
Minnesota
$2.96M
4
NR
4
Newfound Research
Massachusetts
$2.33M
5
AIA
5
Allegis Investment Advisors
Idaho
$1.44M

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$250K
2
DLCIG
2
D.L. Carlson Investment Group
New Hampshire
$522K
3
BW
3
Biegel & Waller
Maryland
$11.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$440K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$2.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RCYC
1
Richard C. Young & Co
Rhode Island
$28.3M 715,946 +17,122 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.1M 661,132 -22,105 -3%
BFA
3
Beaumont Financial Advisors
Massachusetts
$20.7M 524,376 +17,223 +3%
BW
4
Biegel & Waller
Maryland
$11.8M 298,571 -44,562 -13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.5M 265,325 +33,836 +15%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$10.3M 260,178 +103,330 +66%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$9.15M 231,511 -6,055 -3%
Wells Fargo
8
Wells Fargo
California
$8.25M 208,850 +72,271 +53%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.96M 176,210 -19,497 -10%
Morgan Stanley
10
Morgan Stanley
New York
$5.7M 144,167 +1,053 +0.7%
BRCM
11
Bright Rock Capital Management
Massachusetts
$5.31M 134,250 – –
SPC
12
Sigma Planning Corp
Michigan
$4.76M 120,409 +28,304 +31%
Lido Advisors
13
Lido Advisors
California
$3.63M 92,568 +33,323 +56%
Ameriprise
14
Ameriprise
Minnesota
$2.96M 74,783 +66,299 +781%
Bank of America
15
Bank of America
North Carolina
$2.73M 69,067 +2,087 +3%
SB
16
Suntrust Banks
Georgia
$2.67M 67,653 +24,374 +56%
TCM
17
Traynor Capital Management
Pennsylvania
$2.5M 63,662 -1,640 -3%
ASN
18
Advisory Services Network
Georgia
$2.39M 60,552 -2,696 -4%
NR
19
Newfound Research
Massachusetts
$2.33M 58,995 +46,214 +362%
RW
20
Rand Wealth
Maryland
$2.28M 57,584 -1,014 -2%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.2M 55,878 -23,941 -30%
LPL Financial
22
LPL Financial
California
$2.03M 51,386 +5,605 +12%
AIA
23
Armor Investment Advisors
North Carolina
$1.92M 48,552 +2,650 +6%
UBS Group
24
UBS Group
Switzerland
$1.85M 46,793 +9,562 +26%
CA
25
Cetera Advisors
Colorado
$1.68M 42,531 -1,101 -3%
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