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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.09B invested in Fidelity MSCI Health Care Index ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
–
Holders Change %
0%
% of All Funds
4.65%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
29
Increased
104
Reduced
76
Closed
27
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$135K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$18.1M
2
FIM
Freedom Investment Management
Connecticut
$13.5M
3
VC
Vicus Capital
Pennsylvania
$12.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$43.9M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$293K
2
CI
Clal Insurance
Israel
$61.8M
3
RWP
RWA Wealth Partners
Massachusetts
$42.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
5
CW
Connectus Wealth
Ohio
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACK
226
Andrew C. Karlinski
$22K – – –
PMFA
227
Plante Moran Financial Advisors
Michigan
$21K -$1.75K -29 -8%
ME
228
McIlrath & Eck
Washington
$21K – – –
William Blair & Company
229
William Blair & Company
Illinois
$20K – – –
AWM
230
Abound Wealth Management
Tennessee
$18.1K +$18.1K +299 New
LPWM
231
Lake Point Wealth Management
Texas
$18K – – –
CICI
232
Capital Investment Counsel Inc
North Carolina
$18K – – –
HNB
233
Huntington National Bank
Ohio
$18K -$20K – –
AF
234
Advisornet Financial
Minnesota
$18K – – –
FHA
235
First Horizon Advisors
Tennessee
$18K – – –
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$17K -$21K -351 -55%
DWP
237
Destiny Wealth Partners
Florida
$17K – – –
PFA
238
Professional Financial Advisors
Nebraska
$16K – – –
GWSG
239
GPS Wealth Strategies Group
Colorado
$16K – – –
EW
240
Element Wealth
Mississippi
$14K +$63 +1 +0.5%
CFN
241
Cordasco Financial Network
Florida
$14K +$14K +235 New
GI
242
Gradient Investments
Minnesota
$12K +$505 +8 +4%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$11K – – –
IFAM
244
Institutional & Family Asset Management
Colorado
$11K – – –
VNA
245
Valley National Advisers
Pennsylvania
$10K – – –
PP
246
PFS Partners
New Jersey
$9.16K – – –
MA
247
MUFG Americas
New York
$9K – – –
TFS
248
TrustCore Financial Services
Tennessee
$9K – – –
BWM
249
BerganKDV Wealth Management
Minnesota
$8K -$3.71K -65 -32%
AIP
250
Ameritas Investment Partners
Nebraska
$8K – – –
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10
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