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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
Lido Advisors
2
Lido Advisors
California
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
SFCL
4
Strengthening Families & Communities LLC
Massachusetts
$8.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.66M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Abound Wealth Management
Tennessee
$18.9K – – –
FHA
252
First Horizon Advisors
Tennessee
$18.9K – – –
GGI
253
Godsey & Gibb Inc
Virginia
$18.9K – – –
PFG
254
Piershale Financial Group
Illinois
$17.4K – – –
BC
255
Belmont Capital
California
$15.2K +$15.2K +240 New
RIA
256
Realta Investment Advisors
Delaware
$15.1K +$15.1K +240 New
EW
257
Element Wealth
Mississippi
$14.3K – – –
GI
258
Gradient Investments
Minnesota
$12.8K +$1.26K +20 +11%
CAS
259
Coppell Advisory Solutions
Texas
$11.9K +$11.9K +191 New
KTC
260
Kistler-Tiffany Companies
Pennsylvania
$11K +$1.58K +25 +17%
AAP
261
Arax Advisory Partners
Colorado
$10.3K +$10.3K +163 New
PG
262
Prostatis Group
Maryland
$10K +$10K +10,036 New
BWM
263
BerganKDV Wealth Management
Minnesota
$8.84K – – –
TWM
264
Tradition Wealth Management
Minnesota
$7K +$7K +117 New
HI
265
Hoey Investments
Pennsylvania
$6.75K – – –
CA
266
Crewe Advisors
Utah
$6.75K +$6.75K +107 New
CTA
267
Colonial Trust Advisors
South Carolina
$6.31K – – –
FBC
268
Fairfield, Bush & Co
Connecticut
$6.31K +$6.31K +100 New
LFG
269
Larson Financial Group
Missouri
$6.25K +$1.2K +19 +24%
CCA
270
Column Capital Advisors
Indiana
$6.19K – – –
GRP
271
Global Retirement Partners
California
$6.14K – – –
TSWM
272
Tyler-Stone Wealth Management
Ohio
$6K +$6K +89 New
Simplex Trading
273
Simplex Trading
Illinois
$6K +$6K +97 New
BLC
274
Brown, Lisle/Cummings
Rhode Island
$5.18K – – –
CPG
275
Cornerstone Planning Group
New Jersey
$4.78K +$4.78K +76 New
9 10
11
12 13