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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
2
Lido Advisors
California
$92.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.1M
5
LJAC
5
L.J. Altfest & Co
New York
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
251
Ellevest Inc
New York
$12.8K +$12.8K +208 New
AA
252
Ancora Advisors
Ohio
$12.6K -$10.1K -164 -44%
GI
253
Gradient Investments
Minnesota
$11.2K – – –
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$10.8K – – –
KTC
255
Kistler-Tiffany Companies
Pennsylvania
$9.22K – – –
BWM
256
BerganKDV Wealth Management
Minnesota
$8.61K – – –
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$8K -$32.2K -519 -80%
PA
258
Parallel Advisors
California
$6.86K +$1.42K +23 +26%
HI
259
Hoey Investments
Pennsylvania
$6.58K – – –
BlackRock
260
BlackRock
New York
$6.33K +$6.33K +103 New
GRP
261
Global Retirement Partners
California
$6.15K – – –
CTA
262
Colonial Trust Advisors
South Carolina
$6.15K -$26.2K -426 -81%
CCA
263
Column Capital Advisors
Indiana
$6.02K – – –
BLC
264
Brown, Lisle/Cummings
Rhode Island
$5.04K – – –
LFG
265
Larson Financial Group
Missouri
$4.92K -$61.5K -1,000 -93%
PP
266
PFS Partners
New Jersey
$4.61K -$4.67K -76 -50%
AIP
267
Ameritas Investment Partners
Nebraska
$4.37K – – –
CIAS
268
Capital Investment Advisory Services
North Carolina
$3.94K +$3.94K +64 New
LWA
269
Lowe Wealth Advisors
Maryland
$3.07K – – –
Bessemer Group
270
Bessemer Group
New Jersey
$2K +$2K +28 New
HWM
271
HighMark Wealth Management
Minnesota
$1.69K – – –
OLVIG
272
Oliver Lagore Vanvalin Investment Group
Michigan
$1.29K – – –
AIM
273
Arcadia Investment Management
Michigan
$1.23K +$1.23K +20 New
LC
274
Lindbrook Capital
California
$1.23K – – –
KFS
275
Kelly Financial Services
Massachusetts
$1.23K – – –
9 10
11
12 13