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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

298 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Health Care Index ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+30
Holders Change %
+11.19%
% of All Funds
4.81%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
53
Increased
108
Reduced
81
Closed
16
Calls
$1.62M
Puts
$480K
Net Calls
+$1.14M
Net Calls Change
+$545K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$59.8M
4
Ameriprise
4
Ameriprise
Minnesota
$23.2M
5
MMA
5
Miracle Mile Advisors
California
$6.64M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$22.7M
2
TGAM
2
TBH Global Asset Management
Tennessee
$3.32M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$6M
4
KAS
4
Kestra Advisory Services
Texas
$8.49M
5
BIA
5
Barry Investment Advisors
Massachusetts
$7.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
276
BerganKDV Wealth Management
Minnesota
$8.96K – – –
HNB
277
Huntington National Bank
Ohio
$7.1K – – –
HI
278
Hoey Investments
Pennsylvania
$6.85K – – –
CCA
279
Column Capital Advisors
Indiana
$6.27K – – –
GRP
280
Global Retirement Partners
California
$6.18K +$64 +1 +1%
TSWM
281
Tyler-Stone Wealth Management
Ohio
$6K – – –
CG
282
Cutler Group
California
$6K +$6K +100 New
PA
283
Parallel Advisors
California
$5.66K -$6.94K -108 -55%
BLC
284
Brown, Lisle/Cummings
Rhode Island
$5.25K – – –
CPG
285
Cornerstone Planning Group
New Jersey
$4.79K +$4.79K +75 New
AIP
286
Ameritas Investment Partners
Nebraska
$4.53K – – –
BFEC
287
Benjamin F. Edwards & Company
Missouri
$4K -$3.64K -50 -48%
CA
288
CoreCap Advisors
Michigan
$3.26K +$3.26K +51 New
LWA
289
Lowe Wealth Advisors
Maryland
$3.2K – – –
EE
290
EWG Elevate
California
$3.2K +$3.2K +50 New
HWM
291
HighMark Wealth Management
Minnesota
$1.75K – – –
OLVIG
292
Oliver Lagore Vanvalin Investment Group
Michigan
$1.34K – – –
KFS
293
Kelly Financial Services
Massachusetts
$1.28K – – –
LC
294
Lindbrook Capital
California
$1.28K – – –
BWL
295
Bogart Wealth LLC
Virginia
$640 +$640 +10 New
CA
296
Corrado Advisors
New Jersey
$448 +$448 +7 New
WBC
297
West Branch Capital
Massachusetts
$199 – – –
KCM
298
Karp Capital Management
California
– -$6.43M -111,495 Closed
MG
299
Mather Group
Illinois
– -$472K -8,194 Closed
TFA
300
Teamwork Financial Advisors
Texas
– -$470K -8,153 Closed
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12
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