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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
70
Closed
21
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
-$52K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$254M
2
BIA
Barry Investment Advisors
Massachusetts
$10.3M
3
BFA
Beaumont Financial Advisors
Massachusetts
$12.6M
4
LGA
Lebenthal Global Advisors
New York
$19.3M
5
CW
Connectus Wealth
Ohio
$8.17M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$4.77M
2
SG
StoneX Group
New York
$2.65M
3
KCM
Karp Capital Management
California
$9.23M
4
SPC
Sigma Planning Corp
Michigan
$7.34M
5
Morgan Stanley
Morgan Stanley
New York
$8.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
251
PFS Partners
New Jersey
$9.92K – – –
MA
252
MUFG Americas
New York
$9K – – –
HA
253
Herold Advisors
New York
$8.55K +$8.55K +130 New
AIP
254
Ameritas Investment Partners
Nebraska
$8K +$59 +1 +0.7%
BFC
255
Bedel Financial Consulting
Indiana
$7K – – –
HI
256
Hoey Investments
Pennsylvania
$7K – – –
CSB
257
City State Bank
Iowa
$7K +$7K +100 New
First Manhattan
258
First Manhattan
New York
$7K +$7K +108 New
CCA
259
Column Capital Advisors
Indiana
$6K – – –
TSWM
260
Tyler-Stone Wealth Management
Ohio
$6K – – –
GRP
261
Global Retirement Partners
California
$6K +$6K +96 New
SWA
262
SOA Wealth Advisors
New York
$5K – – –
SCA
263
Stonebridge Capital Advisors
Minnesota
$5K +$1.83K +30 +58%
TRCT
264
Tower Research Capital (TRC)
New York
$4K -$144K -2,238 -97%
S
265
SignatureFD
Georgia
$4K – – –
CIAS
266
Capital Investment Advisory Services
North Carolina
$4K – – –
LWA
267
Lowe Wealth Advisors
Maryland
$3K – – –
AIL
268
AGF Investments LLC
Ontario, Canada
$3K – – –
BFG
269
Baron Financial Group
New Jersey
$1.05K – – –
LC
270
Lindbrook Capital
California
$1K – – –
FRA
271
Front Row Advisors
California
$1K – – –
OLVIG
272
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$1K +21 New
FGAM
273
Financial Gravity Asset Management
Texas
$15 +$15 +66 New
ACA
274
Aptus Capital Advisors
Alabama
– -$3.64M -53,068 Closed
FTS
275
Fifth Third Securities
Ohio
– -$1.92M -27,891 Closed
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