FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

298 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Health Care Index ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+30
Holders Change %
+11.19%
% of All Funds
4.81%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
53
Increased
108
Reduced
81
Closed
16
Calls
$1.62M
Puts
$480K
Net Calls
+$1.14M
Net Calls Change
+$545K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$59.8M
4
Ameriprise
4
Ameriprise
Minnesota
$23.2M
5
MMA
5
Miracle Mile Advisors
California
$6.64M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$22.7M
2
TGAM
2
TBH Global Asset Management
Tennessee
$3.32M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$6M
4
KAS
4
Kestra Advisory Services
Texas
$8.49M
5
BIA
5
Barry Investment Advisors
Massachusetts
$7.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
251
NewSquare Capital
Pennsylvania
$29K +$29K +453 New
GIA
252
GHP Investment Advisors
Colorado
$28.7K +$64 +1 +0.2%
PO
253
Private Ocean
California
$26.1K +$64 +1 +0.2%
AA
254
Ancora Advisors
Ohio
$24K – – –
ME
255
McIlrath & Eck
Washington
$22.6K – – –
PMFA
256
Plante Moran Financial Advisors
Michigan
$20.9K -$576 -9 -3%
EWM
257
EPG Wealth Management
Georgia
$19.8K – – –
AF
258
Advisornet Financial
Minnesota
$19.2K – – –
FHA
259
First Horizon Advisors
Tennessee
$19.2K – – –
GGI
260
Godsey & Gibb Inc
Virginia
$19.2K +$19.2K +300 New
AWM
261
Abound Wealth Management
Tennessee
$19.2K – – –
DWP
262
Destiny Wealth Partners
Florida
$18K – – –
PFG
263
Piershale Financial Group
Illinois
$17.6K +$17.6K +275 New
BWM
264
Baystate Wealth Management
Massachusetts
$16K +$64 +1 +0.4%
RIA
265
Realta Investment Advisors
Delaware
$15.4K – – –
EW
266
Element Wealth
Mississippi
$14.4K +$64 +1 +0.4%
SSB
267
Sandy Spring Bank
Maryland
$14.1K +$14.1K +221 New
PGAM
268
Princeton Global Asset Management
New Jersey
$14K +$14K +218 New
TF
269
TimeScale Financial
Massachusetts
$12K – – –
GI
270
Gradient Investments
Minnesota
$11.6K – – –
US Bancorp
271
US Bancorp
Minnesota
$11.3K +$9.02K +141 +403%
IFAM
272
Institutional & Family Asset Management
Colorado
$11.2K – – –
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$11.2K – – –
PP
274
PFS Partners
New Jersey
$9.66K – – –
KTC
275
Kistler-Tiffany Companies
Pennsylvania
$9.6K +$1.02K +16 +12%
9 10
11
12 13