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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.09B invested in Fidelity MSCI Health Care Index ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
–
Holders Change %
0%
% of All Funds
4.65%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
29
Increased
104
Reduced
76
Closed
27
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$135K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$18.1M
2
FIM
Freedom Investment Management
Connecticut
$13.5M
3
VC
Vicus Capital
Pennsylvania
$12.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$43.9M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$293K
2
CI
Clal Insurance
Israel
$61.8M
3
RWP
RWA Wealth Partners
Massachusetts
$42.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
5
CW
Connectus Wealth
Ohio
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
251
Citigroup
New York
$7K +$7K +119 New
CSB
252
City State Bank
Iowa
$6K – – –
First Manhattan
253
First Manhattan
New York
$6K – – –
CCA
254
Column Capital Advisors
Indiana
$6K – – –
GRP
255
Global Retirement Partners
California
$6K – – –
HI
256
Hoey Investments
Pennsylvania
$6K – – –
CTC
257
Central Trust Company
Missouri
$6K +$6K +92 New
SWM
258
Sugarloaf Wealth Management
Georgia
$6K +$6K +100 New
TSWM
259
Tyler-Stone Wealth Management
Ohio
$5K – – –
LFG
260
Larson Financial Group
Missouri
$5K +$5K +80 New
PA
261
Parallel Advisors
California
$5K +$5K +86 New
CIAS
262
Capital Investment Advisory Services
North Carolina
$4K – – –
LWA
263
Lowe Wealth Advisors
Maryland
$3K – – –
AIL
264
AGF Investments LLC
Ontario, Canada
$2K – – –
KFS
265
Kelly Financial Services
Massachusetts
$1.21K -$9.7K -160 -89%
SCA
266
Stonebridge Capital Advisors
Minnesota
$1K -$3.82K -65 -79%
LC
267
Lindbrook Capital
California
$1K – – –
FRA
268
Front Row Advisors
California
$1K – – –
OLVIG
269
Oliver Lagore Vanvalin Investment Group
Michigan
$1K – – –
CA
270
CoreCap Advisors
Michigan
$1K +$1K +10 New
BFG
271
Baron Financial Group
New Jersey
$971 – – –
FGAM
272
Financial Gravity Asset Management
Texas
$205 -$17 -5 -8%
Bank of Montreal
273
Bank of Montreal
Ontario, Canada
$103 -$1 -15 -0.9%
HAS
274
HBW Advisory Services
California
– -$1.16M -17,724 Closed
WA
275
Win Advisors
Florida
– -$1.14M -17,299 Closed
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