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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
2
Lido Advisors
California
$92.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.1M
5
LJAC
5
L.J. Altfest & Co
New York
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
276
Capital Analysts LLC
Pennsylvania
$1K -$2.61M -62,744 -100%
BWL
277
Bogart Wealth LLC
Virginia
$615 – – –
GA
278
GoalVest Advisory
New York
$369 +$369 +6 New
IHWM
279
Iron Horse Wealth Management
Iowa
$351 – – –
FGAM
280
Financial Gravity Asset Management
Texas
$215 -$11 -3 -5%
WBC
281
West Branch Capital
Massachusetts
$193 – – –
FAM
282
Family Asset Management
South Carolina
$130 +$130 +2 New
HNB
283
Huntington National Bank
Ohio
$61 -$7.1K – –
CSPIA
284
Cary Street Partners Investment Advisory
Virginia
$61 +$61 +1 New
BA
285
Bellwether Advisors
Nebraska
$50 – – –
QAM
286
Q3 Asset Management
Michigan
– -$2.86M -44,656 Closed
AWMS
287
Advocacy Wealth Management Services
Georgia
– -$2.65M -41,374 Closed
FAM
288
Forte Asset Management
New York
– -$1.85M -28,957 Closed
SG
289
StoneX Group
New York
– -$1.8M -28,104 Closed
DOA
290
D'Orazio & Associates
Virginia
– -$537K -8,400 Closed
Qube Research & Technologies (QRT)
291
Qube Research & Technologies (QRT)
United Kingdom
– -$409K -6,386 Closed
Wolverine Trading
292
Wolverine Trading
Illinois
– -$369K -5,764 Closed
CST
293
Charles Schwab Trust
Nevada
– -$287K -4,480 Closed
GWM
294
Geneos Wealth Management
Colorado
– -$257K -4,022 Closed
MCC
295
Money Concepts Capital
Florida
– -$249K -3,888 Closed
HAS
296
HBW Advisory Services
California
– -$223K -3,478 Closed
MWP
297
Madison Wealth Partners
Wisconsin
– -$217K -3,387 Closed
OIA
298
OneDigital Investment Advisors
Kansas
– -$211K -3,291 Closed
IAG
299
Investment Advisory Group
Massachusetts
– -$203K -3,173 Closed
CA
300
Continuum Advisory
Idaho
– -$202K -3,158 Closed
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