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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

292 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
106
Reduced
112
Closed
24
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
FIM
2
Freedom Investment Management
Connecticut
$9.28M
3
Lido Advisors
3
Lido Advisors
California
$102M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$3.89M
5
HI
5
Harbour Investments
Wisconsin
$26.5M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$4.61M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$772K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.39M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
226
TD Waterhouse Canada
Ontario, Canada
$51.1K -$845 -14 -2%
US Bancorp
227
US Bancorp
Minnesota
$49.4K +$49.4K +815 New
BFPW
228
BOK Financial Private Wealth
Colorado
$48.3K – – –
AA
229
Ancora Advisors
Ohio
$45.9K -$33K -545 -42%
HDIM
230
Hanson & Doremus Investment Management
Vermont
$43K – – –
HWA
231
HHM Wealth Advisors
Tennessee
$42.4K – – –
PA
232
Parallel Advisors
California
$41.3K +$8.07K +133 +24%
SAM
233
S.A. Mason
Michigan
$41.1K -$3.03K -50 -7%
AWM
234
Atticus Wealth Management
Florida
$38.8K – – –
AAG
235
Armstrong Advisory Group
Massachusetts
$38.7K – – –
FCT
236
First Community Trust
Iowa
$38.6K – – –
SWA
237
Sutton Wealth Advisors
Florida
$38.2K – – –
CIAS
238
Capital Investment Advisory Services
North Carolina
$37.8K +$34K +561 +877%
SIC
239
Salem Investment Counselors
North Carolina
$36.3K -$21.2K -350 -37%
NFSG
240
Newbridge Financial Services Group
Florida
$36K -$14.6K -241 -29%
WAM
241
WFA Asset Management
Wisconsin
$34.8K +$121 +2 +0.3%
SC
242
Solstein Capital
California
$31.4K – – –
PTC
243
Private Trust Company
Ohio
$29K +$29K +479 New
GIA
244
GHP Investment Advisors
Colorado
$27.3K – – –
BCMLT
245
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.2K – – –
NECFA
246
New England Capital Financial Advisors
Connecticut
$24K -$16.5K -272 -41%
GRP
247
Global Retirement Partners
California
$22.2K +$16.4K +274 +282%
ME
248
McIlrath & Eck
Washington
$21.4K – – –
PMFA
249
Plante Moran Financial Advisors
Michigan
$21.3K – – –
CICI
250
Capital Investment Counsel Inc
North Carolina
$20.8K +$20.8K +344 New
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10
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