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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

260 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+19
Holders Change %
+7.88%
% of All Funds
4.02%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
50
Increased
87
Reduced
64
Closed
24
Calls
$282K
Puts
–
Net Calls
+$282K
Net Calls Change
+$40K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$87.2M
2
LGA
2
Lebenthal Global Advisors
New York
$10.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$3.64M
4
NA
4
NewEdge Advisors
Louisiana
$2.59M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.39M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$255M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.12M
3
Bank of America
3
Bank of America
North Carolina
$13.3M
4
KAS
4
Kestra Advisory Services
Texas
$14.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Advisornet Financial
Minnesota
$21K +$21K +300 New
PFA
227
Professional Financial Advisors
Nebraska
$18K – – –
GWSG
228
GPS Wealth Strategies Group
Colorado
$18K – – –
AIM
229
AHL Investment Management
Florida
$17K +$17K +250 New
EW
230
Element Wealth
Mississippi
$15K – – –
KFS
231
Kelly Financial Services
Massachusetts
$12.3K +$69 +1 +0.6%
GI
232
Gradient Investments
Minnesota
$12K – – –
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$12K – – –
IFAM
234
Institutional & Family Asset Management
Colorado
$12K +$6.17K +90 +106%
IAG
235
Investmark Advisory Group
Connecticut
$12K +$12K +181 New
VNA
236
Valley National Advisers
Pennsylvania
$11K – – –
PP
237
PFS Partners
New Jersey
$10.4K +$10.4K +151 New
MA
238
MUFG Americas
New York
$10K – – –
BWM
239
BerganKDV Wealth Management
Minnesota
$10K – – –
AIP
240
Ameritas Investment Partners
Nebraska
$9K +$9K +134 New
BWA
241
BDO Wealth Advisors
Florida
$8K – – –
BFC
242
Bedel Financial Consulting
Indiana
$7K – – –
HI
243
Hoey Investments
Pennsylvania
$7K +$1.11K +17 +19%
CCA
244
Column Capital Advisors
Indiana
$7K +$7K +98 New
TSWM
245
Tyler-Stone Wealth Management
Ohio
$6K +$6K +89 New
S
246
SignatureFD
Georgia
$5K – – –
SWA
247
SOA Wealth Advisors
New York
$5K – – –
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$5K – – –
SFCL
249
Strengthening Families & Communities LLC
Massachusetts
$4.18K +$4.18K +60,825 New
CIAS
250
Capital Investment Advisory Services
North Carolina
$4K – – –
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10
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