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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

330 hedge funds and large institutions have $946M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+18
Holders Change %
+5.77%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
59
Increased
112
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$9.44M
2
LPL Financial
2
LPL Financial
California
$33.8M
3
DFG
3
Demars Financial Group
Washington
$8.53M
4
LA
4
Lifeworks Advisors
Michigan
$14M
5
AM
5
AGF Management
Ontario, Canada
$39M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.22M
3
SFCL
3
Strengthening Families & Communities LLC
Massachusetts
$513K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$526K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$207K +$69.5K +1,064 +51%
DOA
227
D'Orazio & Associates
Virginia
$207K +$784 +12 +0.4%
CFS
228
Commonwealth Financial Services
West Virginia
$206K – – –
CAC
229
Certified Advisory Corp
Florida
$205K -$72.9K -1,116 -26%
MFIM
230
Mesirow Financial Investment Management
Illinois
$205K -$88.6K -1,356 -30%
AIA
231
AssuredPartners Investment Advisors
Florida
$200K +$200K +3,068 New
CA
232
Continuum Advisory
Idaho
$193K – – –
GEA
233
Glen Eagle Advisors
New Jersey
$185K – – –
HNB
234
Huntington National Bank
Ohio
$170K -$189K – –
EWA
235
EP Wealth Advisors
California
$169K +$59.6K +912 +55%
CAM
236
Creekmur Asset Management
Illinois
$165K +$65 +1 +0%
CWC
237
Carolinas Wealth Consulting
North Carolina
$158K +$457 +7 +0.3%
MHR
238
Matthew Hamilton Rosenberg
$144K – – –
AF
239
Allworth Financial
California
$140K +$79.4K +1,171 +132%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$136K +$33.4K +499 +33%
US Bancorp
241
US Bancorp
Minnesota
$132K +$82.9K +1,268 +169%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$111K +$16.7K +255 +18%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$99.6K – – –
CFGS
244
Concourse Financial Group Securities
Alabama
$98.8K +$16.5K +244 +20%
William Blair & Company
245
William Blair & Company
Illinois
$94.7K -$18.6K -285 -16%
FP
246
Financial Perspectives
Minnesota
$90.6K +$261 +4 +0.3%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$89.5K +$38.2K +585 +75%
SMA
248
Sage Mountain Advisors
Georgia
$83.6K – – –
CT
249
Colonial Trust
South Carolina
$68K -$13.1K -200 -16%
UCB
250
United Community Bank
South Carolina
$66.2K +$66.2K +1,013 New
8 9
10
11 12