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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

97 hedge funds and large institutions have $229M invested in Fidelity MSCI Health Care Index ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
42
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$7.81M
2
Jane Street
2
Jane Street
New York
$5.26M
3
GWM
3
Geneos Wealth Management
Colorado
$5.07M
4
FI
4
FormulaFolio Investments
Michigan
$4.76M
5
RCYC
5
Richard C. Young & Co
Rhode Island
$32.5M

Top Sellers

1
BW
1
Biegel & Waller
Maryland
$5.94M
2
Ameriprise
2
Ameriprise
Minnesota
$256K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.9M
4
SPC
4
Sigma Planning Corp
Michigan
$2.89M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$8.93M
Name Market Value Shares Shares
Change 		Shares
Change %
RCYC
1
Richard C. Young & Co
Rhode Island
$32.5M 813,798 +97,852 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.9M 597,999 -63,133 -10%
BFA
3
Beaumont Financial Advisors
Massachusetts
$20.6M 516,200 -8,176 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.72M 243,113 -22,212 -8%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$9.13M 228,355 -3,156 -1%
Wells Fargo
6
Wells Fargo
California
$9.04M 225,968 +17,118 +8%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$8.93M 223,365 -36,813 -14%
Morgan Stanley
8
Morgan Stanley
New York
$8.11M 202,899 +58,732 +41%
RWP
9
RWA Wealth Partners
Massachusetts
$7.81M 195,191 +195,191 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$7.47M 186,789 +10,579 +6%
BW
11
Biegel & Waller
Maryland
$5.94M 148,426 -150,145 -50%
BRCM
12
Bright Rock Capital Management
Massachusetts
$5.37M 134,250 – –
Jane Street
13
Jane Street
New York
$5.26M 131,429 +131,429 New
GWM
14
Geneos Wealth Management
Colorado
$5.07M 126,804 +120,453 +1,897%
Lido Advisors
15
Lido Advisors
California
$4.79M 119,886 +27,318 +30%
FI
16
FormulaFolio Investments
Michigan
$4.76M 118,983 +118,983 New
ASN
17
Advisory Services Network
Georgia
$3.4M 84,921 +24,369 +40%
SB
18
Suntrust Banks
Georgia
$3.15M 78,782 +11,129 +16%
SPC
19
Sigma Planning Corp
Michigan
$2.89M 72,373 -48,036 -40%
Bank of America
20
Bank of America
North Carolina
$2.89M 72,366 +3,299 +5%
LNC
21
Lincoln National Corp
Pennsylvania
$2.69M 67,330 +36,543 +119%
TCM
22
Traynor Capital Management
Pennsylvania
$2.61M 65,353 +1,691 +3%
CW
23
Cobiz Wealth
Colorado
$2.57M 64,305 +64,305 New
UBS Group
24
UBS Group
Switzerland
$2.53M 63,187 +16,394 +35%
NR
25
Newfound Research
Massachusetts
$2.44M 60,892 +1,897 +3%
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