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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$10.4M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$7.27M
3
Lido Advisors
3
Lido Advisors
California
$133M
4
HI
4
Harbour Investments
Wisconsin
$42.8M
5
ST
5
Spinnaker Trust
Maine
$4.33M

Top Sellers

1
CI
1
Clal Insurance
Israel
$22.3M
2
AWM
2
AE Wealth Management
Kansas
$8.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$151K -$2.98K -43 -2%
MHR
227
Matthew Hamilton Rosenberg
$151K – – –
IAIM
228
International Assets Investment Management
Florida
$127K +$127K +1,853 New
PCA
229
Providence Capital Advisors
North Carolina
$121K – – –
William Blair & Company
230
William Blair & Company
Illinois
$119K +$24.7K +360 +26%
EWA
231
EP Wealth Advisors
California
$113K – – –
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$104K – – –
CF
233
Centaurus Financial
California
$102K – – –
HNB
234
Huntington National Bank
Ohio
$101K -$79.6K – –
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$98.5K -$10.8K -158 -10%
FP
236
Financial Perspectives
Minnesota
$94.7K +$206 +3 +0.2%
CFGS
237
Concourse Financial Group Securities
Alabama
$91.6K – – –
Jones Financial Companies
238
Jones Financial Companies
Missouri
$87.4K +$63.3K +923 +262%
CT
239
Colonial Trust
South Carolina
$85.1K – – –
AIM
240
Anchor Investment Management
South Carolina
$68.6K – – –
AF
241
Allworth Financial
California
$62.1K -$5.93K -85 -9%
SHIM
242
Stone House Investment Management
Pennsylvania
$59.5K +$69 +1 +0.1%
CFD
243
Creative Financial Designs
Indiana
$57.2K – – –
BFPW
244
BOK Financial Private Wealth
Colorado
$54.7K – – –
AA
245
Ancora Advisors
Ohio
$52.3K +$137 +2 +0.3%
HDIM
246
Hanson & Doremus Investment Management
Vermont
$49K – – –
HWA
247
HHM Wealth Advisors
Tennessee
$48K – – –
TWC
248
TD Waterhouse Canada
Ontario, Canada
$47.8K – – –
SAM
249
S.A. Mason
Michigan
$46.6K – – –
GI
250
Gradient Investments
Minnesota
$46.4K +$46.4K +676 New
8 9
10
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