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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

109 hedge funds and large institutions have $395M invested in Fidelity MSCI Health Care Index ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
41
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$17M
2
RWP
2
RWA Wealth Partners
Massachusetts
$18.4M
3
Lido Advisors
3
Lido Advisors
California
$9.41M
4
FI
4
FormulaFolio Investments
Michigan
$8.96M
5
ASN
5
Advisory Services Network
Georgia
$4.31M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$113M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.3M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$36.6M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
SCA
5
Snowden Capital Advisors
New York
$337K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$113M 2,742,346 -70,330 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$39.1M 947,097 +35,411 +4%
BFA
3
Beaumont Financial Advisors
Massachusetts
$36.6M 884,978 -34,551 -4%
RCYC
4
Richard C. Young & Co
Rhode Island
$34.6M 836,705 -4,029 -0.5%
RWP
5
RWA Wealth Partners
Massachusetts
$18.4M 445,907 +136,534 +44%
BTS
6
BB&T Securities
Virginia
$17M 412,580 +138,026 +50%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$14.2M 342,692 +45,862 +15%
Wells Fargo
8
Wells Fargo
California
$10.4M 251,561 +5,390 +2%
Lido Advisors
9
Lido Advisors
California
$9.41M 227,908 +56,553 +33%
CPSAC
10
Chas P. Smith & Associates (CPS)
Florida
$9.15M 221,477 -3,652 -2%
FI
11
FormulaFolio Investments
Michigan
$8.96M 217,048 +46,675 +27%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$6.34M 159,183 – –
RW
13
Rand Wealth
Maryland
$5.36M 129,701 +14,662 +13%
Morgan Stanley
14
Morgan Stanley
New York
$5.3M 128,223 -58,209 -31%
SB
15
Suntrust Banks
Georgia
$4.46M 110,380 +5,965 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.33M 104,771 -9,244 -8%
ASN
17
Advisory Services Network
Georgia
$4.31M 98,367 +43,658 +80%
SPC
18
Sigma Planning Corp
Michigan
$4.24M 102,628 +22,171 +28%
UBS Group
19
UBS Group
Switzerland
$2.57M 62,321 +676 +1%
Jane Street
20
Jane Street
New York
$2.56M 61,909 +18,819 +44%
TCM
21
Traynor Capital Management
Pennsylvania
$2.56M 61,679 -5,772 -9%
LPL Financial
22
LPL Financial
California
$2.54M 61,447 -346 -0.6%
Mariner
23
Mariner
Kansas
$2.44M 59,185 +16,955 +40%
AIA
24
Armor Investment Advisors
North Carolina
$2.27M 54,892 -200 -0.4%
Northern Trust
25
Northern Trust
Illinois
$2.22M 53,838 – –
1
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