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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

292 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
106
Reduced
112
Closed
24
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
FIM
2
Freedom Investment Management
Connecticut
$9.28M
3
Lido Advisors
3
Lido Advisors
California
$102M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$3.89M
5
HI
5
Harbour Investments
Wisconsin
$26.5M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$4.61M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$772K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.39M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
251
Baystate Wealth Management
Massachusetts
$20.4K +$61 +1 +0.3%
NC
252
NewSquare Capital
Pennsylvania
$20.2K -$11.3K -186 -36%
EWM
253
EPG Wealth Management
Georgia
$18.8K – – –
AWM
254
Abound Wealth Management
Tennessee
$18.2K – – –
HPC
255
HM Payson & Co
Maine
$18.2K -$3.76K -62 -17%
FHA
256
First Horizon Advisors
Tennessee
$18.2K – – –
GGI
257
Godsey & Gibb Inc
Virginia
$18.2K – – –
CPG
258
Cornerstone Planning Group
New Jersey
$17.7K +$13.1K +217 +286%
ANBT
259
American National Bank & Trust
Texas
$13.9K +$13.9K +230 New
EW
260
Element Wealth
Mississippi
$13.8K +$61 +1 +0.4%
GI
261
Gradient Investments
Minnesota
$11K -$1.21K -20 -10%
AAP
262
Arax Advisory Partners
Colorado
$9.91K +$60 +1 +0.6%
CB
263
CNB Bank
Pennsylvania
$7.88K +$7.88K +130 New
FCAS
264
First Command Advisory Services
Texas
$7.21K +$7.21K +119 New
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$7K -$18.4K -284 -72%
CA
266
Crewe Advisors
Utah
$6.48K – – –
HI
267
Hoey Investments
Pennsylvania
$6.48K – – –
CTA
268
Colonial Trust Advisors
South Carolina
$6.06K – – –
PWMG
269
Provence Wealth Management Group
California
$6.06K +$6.06K +100 New
LFG
270
Larson Financial Group
Missouri
$6K – – –
CCA
271
Column Capital Advisors
Indiana
$5.94K – – –
TSWM
272
Tyler-Stone Wealth Management
Ohio
$5K – – –
BLC
273
Brown, Lisle/Cummings
Rhode Island
$4.97K – – –
PP
274
PFS Partners
New Jersey
$4.54K – – –
CIA
275
Cape Investment Advisory
Georgia
$4.54K +$4.54K +75 New
9 10
11
12 13