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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
Lido Advisors
2
Lido Advisors
California
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
SFCL
4
Strengthening Families & Communities LLC
Massachusetts
$8.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.66M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
226
Hanson & Doremus Investment Management
Vermont
$45K – – –
SAM
227
S.A. Mason
Michigan
$44.8K – – –
HWA
228
HHM Wealth Advisors
Tennessee
$44.2K – – –
NECFA
229
New England Capital Financial Advisors
Connecticut
$42.2K – – –
AWM
230
Atticus Wealth Management
Florida
$40.4K +$40.4K +640 New
AAG
231
Armstrong Advisory Group
Massachusetts
$40.3K – – –
FCT
232
First Community Trust
Iowa
$40.2K – – –
SWA
233
Sutton Wealth Advisors
Florida
$39.8K +$39.8K +630 New
MG
234
Mather Group
Illinois
$37.9K +$37.9K +600 New
WAM
235
WFA Asset Management
Wisconsin
$36.1K +$126 +2 +0.4%
PA
236
Parallel Advisors
California
$34.6K +$27.6K +437 +394%
CT
237
Colonial Trust
South Carolina
$34.5K -$18.9K -300 -35%
BONH
238
Bank of New Hampshire
New Hampshire
$33.1K – – –
NC
239
NewSquare Capital
Pennsylvania
$32.8K -$16.9K -267 -34%
SC
240
Solstein Capital
California
$32.7K – – –
FFA
241
Farther Finance Advisors
California
$31.6K – – –
GIA
242
GHP Investment Advisors
Colorado
$28.7K – – –
BCMLT
243
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.2K +$25.2K +400 New
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$25K +$16.8K +263 +204%
HPC
245
HM Payson & Co
Maine
$22.9K +$3.91K +62 +21%
ME
246
McIlrath & Eck
Washington
$22.3K – – –
PMFA
247
Plante Moran Financial Advisors
Michigan
$22.2K +$1.58K +25 +8%
ACA
248
Aptus Capital Advisors
Alabama
$21.7K +$21.7K +344 New
BWM
249
Baystate Wealth Management
Massachusetts
$21.2K +$5.31K +84 +33%
EWM
250
EPG Wealth Management
Georgia
$19.6K – – –
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10
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