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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
2
Lido Advisors
California
$92.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.1M
5
LJAC
5
L.J. Altfest & Co
New York
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
226
Armstrong Advisory Group
Massachusetts
$39.2K -$9.41K -153 -19%
FCT
227
First Community Trust
Iowa
$39.2K – – –
CPFP
228
Clear Perspectives Financial Planning
Ohio
$36.9K -$36.9K -600 -50%
SIC
229
Salem Investment Counselors
North Carolina
$36.9K +$6.15K +100 +20%
WAM
230
WFA Asset Management
Wisconsin
$35K +$123 +2 +0.4%
HGERS
231
Householder Group Estate & Retirement Specialist
Arizona
$35K +$35K +574 New
BONH
232
Bank of New Hampshire
New Hampshire
$32.3K – – –
SC
233
Solstein Capital
California
$31.8K – – –
FFA
234
Farther Finance Advisors
California
$30.7K – – –
LTI
235
Laffer Tengler Investments
Tennessee
$29.8K +$29.8K +484 New
GIA
236
GHP Investment Advisors
Colorado
$27.6K – – –
PO
237
Private Ocean
California
$25.1K -$62 -1 -0.2%
ME
238
McIlrath & Eck
Washington
$21.8K – – –
PMFA
239
Plante Moran Financial Advisors
Michigan
$20K – – –
EWM
240
EPG Wealth Management
Georgia
$19.1K – – –
AF
241
Advisornet Financial
Minnesota
$18.4K – – –
FHA
242
First Horizon Advisors
Tennessee
$18.4K – – –
GGI
243
Godsey & Gibb Inc
Virginia
$18.4K – – –
HPC
244
HM Payson & Co
Maine
$18.4K +$18.4K +300 New
AWM
245
Abound Wealth Management
Tennessee
$18.4K +$61 +1 +0.3%
PFG
246
Piershale Financial Group
Illinois
$16.9K – – –
GWSG
247
GPS Wealth Strategies Group
Colorado
$16.5K +$16.5K +268 New
BWM
248
Baystate Wealth Management
Massachusetts
$15.5K +$62 +1 +0.4%
EW
249
Element Wealth
Mississippi
$13.9K +$61 +1 +0.4%
SSB
250
Sandy Spring Bank
Maryland
$13.6K – – –
8 9
10
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