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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

298 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Health Care Index ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+30
Holders Change %
+11.19%
% of All Funds
4.81%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
53
Increased
108
Reduced
81
Closed
16
Calls
$1.62M
Puts
$480K
Net Calls
+$1.14M
Net Calls Change
+$545K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$59.8M
4
Ameriprise
4
Ameriprise
Minnesota
$23.2M
5
MMA
5
Miracle Mile Advisors
California
$6.64M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$22.7M
2
TGAM
2
TBH Global Asset Management
Tennessee
$3.32M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$6M
4
KAS
4
Kestra Advisory Services
Texas
$8.49M
5
BIA
5
Barry Investment Advisors
Massachusetts
$7.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPFP
226
Clear Perspectives Financial Planning
Ohio
$76.8K – – –
FGAM
227
Financial Gravity Asset Management
Texas
$69.2K +$6.49K +6 +10%
LFG
228
Larson Financial Group
Missouri
$69.1K +$64K +1,000 +1,250%
CS
229
Comerica Securities
Michigan
$65.3K +$65.3K +1,021 New
AIM
230
Anchor Investment Management
South Carolina
$64K – – –
TWC
231
TD Waterhouse Canada
Ontario, Canada
$58.5K +$10.9K +160 +23%
William Blair & Company
232
William Blair & Company
Illinois
$58.2K – – –
RBC
233
Romano Brothers & Co
Illinois
$57.6K +$57.6K +900 New
CT
234
Colonial Trust
South Carolina
$54.1K +$54.1K +846 New
NFSG
235
Newbridge Financial Services Group
Florida
$53.4K +$20.8K +325 +64%
CFD
236
Creative Financial Designs
Indiana
$50.7K +$50.7K +793 New
AAG
237
Armstrong Advisory Group
Massachusetts
$50.6K +$50.6K +791 New
SAM
238
S.A. Mason
Michigan
$46.6K – – –
HDIM
239
Hanson & Doremus Investment Management
Vermont
$45K -$4.68K -74 -9%
HWA
240
HHM Wealth Advisors
Tennessee
$44.8K – – –
NECFA
241
New England Capital Financial Advisors
Connecticut
$42.5K +$42.5K +668 New
FCT
242
First Community Trust
Iowa
$41K – – –
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$41K +$32.2K +509 +366%
MPCL
244
My Personal CFO LLC
Washington
$37.1K +$37.1K +580 New
WAM
245
WFA Asset Management
Wisconsin
$36.3K +$128 +2 +0.4%
BONH
246
Bank of New Hampshire
New Hampshire
$34K +$34K +525 New
CTA
247
Colonial Trust Advisors
South Carolina
$33.6K +$33.6K +526 New
SC
248
Solstein Capital
California
$33.1K – – –
SIC
249
Salem Investment Counselors
North Carolina
$32K – – –
FFA
250
Farther Finance Advisors
California
$32K +$32K +500 New
8 9
10
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