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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$10.4M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$7.27M
3
Lido Advisors
3
Lido Advisors
California
$133M
4
HI
4
Harbour Investments
Wisconsin
$42.8M
5
ST
5
Spinnaker Trust
Maine
$4.33M

Top Sellers

1
CI
1
Clal Insurance
Israel
$22.3M
2
AWM
2
AE Wealth Management
Kansas
$8.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Atticus Wealth Management
Florida
$43.9K – – –
FCT
252
First Community Trust
Iowa
$43.7K – – –
CIAS
253
Capital Investment Advisory Services
North Carolina
$42.9K – – –
SIS
254
Sound Income Strategies
Florida
$41.6K +$5.15K +75 +14%
SIC
255
Salem Investment Counselors
North Carolina
$41.2K – – –
WAM
256
WFA Asset Management
Wisconsin
$39.8K +$137 +2 +0.3%
CPA
257
Clear Point Advisors
New York
$37.3K +$137 +2 +0.4%
PTC
258
Private Trust Company
Ohio
$35.6K +$6.45K +94 +22%
SC
259
Solstein Capital
California
$35.5K – – –
PA
260
Parallel Advisors
California
$35.2K – – –
GRP
261
Global Retirement Partners
California
$32.5K – – –
GIA
262
GHP Investment Advisors
Colorado
$30.8K +$69 +1 +0.2%
PO
263
Private Ocean
California
$28K +$28K +408 New
ME
264
McIlrath & Eck
Washington
$24.3K – – –
PMFA
265
Plante Moran Financial Advisors
Michigan
$24.1K – – –
CICI
266
Capital Investment Counsel Inc
North Carolina
$23.6K – – –
EWA
267
EverSource Wealth Advisors
Alabama
$22.8K +$22.8K +322 New
NFSG
268
Newbridge Financial Services Group
Florida
$22.3K -$3.5K -51 -14%
BBHC
269
Brown Brothers Harriman & Co
New York
$22.2K +$22.2K +324 New
EWM
270
EPG Wealth Management
Georgia
$21.3K -$21.6K -310 Closed
FHA
271
First Horizon Advisors
Tennessee
$20.6K – – –
CFFP
272
Center for Financial Planning
Michigan
$20.6K – – –
GGI
273
Godsey & Gibb Inc
Virginia
$20.6K – – –
HPC
274
HM Payson & Co
Maine
$20.6K – – –
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$19.5K +$19.5K +284 New
9 10
11
12 13