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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

235 hedge funds and large institutions have $993M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.1%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
26
Increased
95
Reduced
60
Closed
26
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
+$389K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$312M
2
Lido Advisors
2
Lido Advisors
California
$64.7M
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$3.58M
4
FSC
4
Full Sail Capital
Oklahoma
$34M
5
NAM
5
NorthCoast Asset Management
Connecticut
$10.3M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$0
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
VC
3
Vicus Capital
Pennsylvania
$3.36M
4
HF
4
Halpern Financial
Virginia
$12.6M
5
MFG
5
Monumental Financial Group
Maryland
$703K
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
226
Huntington National Bank
Ohio
$2K – – –
RDWM
227
Red Door Wealth Management
Tennessee
$2K +$2K +42 New
BFG
228
Baron Financial Group
New Jersey
$1.02K – – –
LC
229
Lindbrook Capital
California
$1K – – –
FI
230
FormulaFolio Investments
Michigan
$1K – – –
FRA
231
Front Row Advisors
California
$1K – – –
AWM
232
Avior Wealth Management
Nebraska
$1K +$1K +26 New
LI
233
LVZ Inc
Michigan
– -$9.29M -157,511 Closed
LWA
234
LWS Wealth Advisors
New Jersey
– -$7.85M -133,115 Closed
Goldman Sachs
235
Goldman Sachs
New York
– -$2.75M -46,585 Closed
HAS
236
HBW Advisory Services
California
– -$2.5M -42,434 Closed
SFS
237
Sowell Financial Services
Arkansas
– -$1.96M -31,855 Closed
FHA
238
Flagship Harbor Advisors
Massachusetts
– -$1.29M -21,849 Closed
KFGK
239
Keystone Financial Group (Kentucky)
Kentucky
– -$288K -4,881 Closed
IAIM
240
International Assets Investment Management
Florida
– -$191K -3,313 Closed
FP
241
Fiduciary Planning
Florida
– -$179K -3,033 Closed
VFA
242
Valeo Financial Advisors
Indiana
– -$164K -2,781 Closed
VBCG
243
Valley Brook Capital Group
Pennsylvania
– -$110K -1,875 Closed
ADIM
244
Alpha DNA Investment Management
Maryland
– -$54K -927 Closed
HDIM
245
Hanson & Doremus Investment Management
Vermont
– -$46K -785 Closed
APWA
246
Atlas Private Wealth Advisors
New Jersey
– -$35K -598 Closed
CWA
247
Carolina Wealth Advisors
South Carolina
– -$22K -375 Closed
DWP
248
Destiny Wealth Partners
Florida
– -$21K -361 Closed
RFA
249
Reilly Financial Advisors
California
– -$21K -350 Closed
MF
250
Manchester Financial
California
– -$14K -245 Closed
7 8 9
10
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