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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

330 hedge funds and large institutions have $946M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+18
Holders Change %
+5.77%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
59
Increased
112
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$9.44M
2
LPL Financial
2
LPL Financial
California
$33.8M
3
DFG
3
Demars Financial Group
Washington
$8.53M
4
LA
4
Lifeworks Advisors
Michigan
$14M
5
AM
5
AGF Management
Ontario, Canada
$39M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.22M
3
SFCL
3
Strengthening Families & Communities LLC
Massachusetts
$513K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$526K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
251
Anchor Investment Management
South Carolina
$65.4K – – –
CFFP
252
Center for Financial Planning
Michigan
$60.3K +$40.6K +622 +207%
HIW
253
Holos Integrated Wealth
Pennsylvania
$55.4K +$55.4K +848 New
NWM
254
Nova Wealth Management
Florida
$55.3K +$55.3K +846 New
BFPW
255
BOK Financial Private Wealth
Colorado
$52.2K – – –
AG
256
AmeriFlex Group
Nevada
$50.4K +$50.4K +722 New
AssetMark Inc
257
AssetMark Inc
California
$50.4K +$29.5K +452 +142%
AA
258
Ancora Advisors
Ohio
$50.1K +$131 +2 +0.3%
TWC
259
TD Waterhouse Canada
Ontario, Canada
$49.4K +$3.6K +55 +8%
HNW
260
High Note Wealth
Minnesota
$46K +$46K +704 New
HDIM
261
Hanson & Doremus Investment Management
Vermont
$46K – – –
HWA
262
HHM Wealth Advisors
Tennessee
$45.7K – – –
SAM
263
S.A. Mason
Michigan
$44.4K – – –
SMAM
264
Sugar Maple Asset Management
Wisconsin
$44.1K +$44.1K +675 New
AWM
265
Atticus Wealth Management
Florida
$41.8K – – –
FCT
266
First Community Trust
Iowa
$41.6K – – –
GRP
267
Global Retirement Partners
California
$41.4K +$27.3K +417 +192%
NFSG
268
Newbridge Financial Services Group
Florida
$40.8K +$40.8K +625 New
CFD
269
Creative Financial Designs
Indiana
$39.2K -$15.3K -234 -28%
MG
270
Mather Group
Illinois
$39.2K – – –
WAM
271
WFA Asset Management
Wisconsin
$38.2K +$131 +2 +0.3%
SIS
272
Sound Income Strategies
Florida
$35.2K – – –
FWM
273
FSA Wealth Management
Massachusetts
$34.4K +$131 +2 +0.4%
SC
274
Solstein Capital
California
$33.9K – – –
SIC
275
Salem Investment Counselors
North Carolina
$32.7K -$6.54K -100 -17%
9 10
11
12 13