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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

98 hedge funds and large institutions have $358M invested in Fidelity MSCI Health Care Index ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
42
Reduced
26
Closed
11
Calls
$203K
Puts
$231K
Net Calls
-$28K
Net Calls Change
-$28K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$112M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$36.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.9M
4
BTS
4
BB&T Securities
Virginia
$10.9M
5
RWP
5
RWA Wealth Partners
Massachusetts
$12.3M

Top Sellers

1
BW
1
Biegel & Waller
Maryland
$0
2
BRCM
2
Bright Rock Capital Management
Massachusetts
$0
3
GWM
3
Geneos Wealth Management
Colorado
$296K
4
Jane Street
4
Jane Street
New York
$1.72M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$112M 2,812,676 +2,812,676 New
BFA
2
Beaumont Financial Advisors
Massachusetts
$36.6M 919,529 +403,329 +78%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.9M 911,686 +313,687 +52%
RCYC
4
Richard C. Young & Co
Rhode Island
$33.5M 840,734 +26,936 +3%
RWP
5
RWA Wealth Partners
Massachusetts
$12.3M 309,373 +114,182 +58%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.8M 296,830 +53,717 +22%
BTS
7
BB&T Securities
Virginia
$10.9M 274,554 +274,554 New
Wells Fargo
8
Wells Fargo
California
$9.8M 246,171 +20,203 +9%
CPSAC
9
Chas P. Smith & Associates (CPS)
Florida
$8.97M 225,129 -3,226 -1%
Morgan Stanley
10
Morgan Stanley
New York
$7.42M 186,432 -16,467 -8%
Lido Advisors
11
Lido Advisors
California
$6.82M 171,355 +51,469 +43%
FI
12
FormulaFolio Investments
Michigan
$6.78M 170,373 +51,390 +43%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$6.34M 159,183 -64,182 -29%
RW
14
Rand Wealth
Maryland
$4.58M 115,039 +55,795 +94%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.54M 114,015 -72,774 -39%
SB
16
Suntrust Banks
Georgia
$4.16M 104,415 +25,633 +33%
SPC
17
Sigma Planning Corp
Michigan
$3.2M 80,457 +8,084 +11%
TCM
18
Traynor Capital Management
Pennsylvania
$2.69M 67,451 +2,098 +3%
LPL Financial
19
LPL Financial
California
$2.46M 61,793 +1,148 +2%
UBS Group
20
UBS Group
Switzerland
$2.46M 61,645 -1,542 -2%
AIA
21
Armor Investment Advisors
North Carolina
$2.19M 55,092 +3,200 +6%
ASN
22
Advisory Services Network
Georgia
$2.18M 54,709 -30,212 -36%
Northern Trust
23
Northern Trust
Illinois
$2.14M 53,838 – –
Jane Street
24
Jane Street
New York
$1.72M 43,090 -88,339 -67%
CA
25
Cetera Advisors
Colorado
$1.71M 43,144 -351 -0.8%
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