FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
Lido Advisors
2
Lido Advisors
California
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
SFCL
4
Strengthening Families & Communities LLC
Massachusetts
$8.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.66M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
276
PFS Partners
New Jersey
$4.73K – – –
OLVIG
277
Oliver Lagore Vanvalin Investment Group
Michigan
$4.67K +$3.35K +53 +252%
AIP
278
Ameritas Investment Partners
Nebraska
$4.5K – – –
CIAS
279
Capital Investment Advisory Services
North Carolina
$4.06K – – –
CT
280
Clearstead Trust
Maine
$3.28K +$3.28K +52 New
Qube Research & Technologies (QRT)
281
Qube Research & Technologies (QRT)
United Kingdom
$3.26K +$3.26K +65 New
LWA
282
Lowe Wealth Advisors
Maryland
$3.16K – – –
BCWM
283
Bartlett & Co Wealth Management
Ohio
$2.15K +$2.15K +34 New
BC
284
Bartlett & Co
Ohio
$2K +$2K +34 New
CFO
285
CVA Family Office
Colorado
$1.96K +$1.96K +31 New
TCCM
286
Timber Creek Capital Management
Massachusetts
$1.9K +$1.9K +30 New
HWM
287
HighMark Wealth Management
Minnesota
$1.73K – – –
FGAM
288
Financial Gravity Asset Management
Texas
$1.54K +$49 +2 +3%
AIM
289
Arcadia Investment Management
Michigan
$1.26K – – –
LC
290
Lindbrook Capital
California
$1.26K – – –
KFS
291
Kelly Financial Services
Massachusetts
$1.26K – – –
CAL
292
Capital Analysts LLC
Pennsylvania
$1K -$714 -10 -42%
BWL
293
Bogart Wealth LLC
Virginia
$631 – – –
IHWM
294
Iron Horse Wealth Management
Iowa
$362 +$60 +1 +20%
FCMT
295
Founders Capital Management (Texas)
Texas
$333 – – –
WBC
296
West Branch Capital
Massachusetts
$198 – – –
FAM
297
Family Asset Management
South Carolina
$134 – – –
OP
298
ORG Partners
Indiana
$5 – – –
FTUS
299
Flow Traders U.S.
New York
– -$1.81M -29,427 Closed
AI
300
Atria Investments
North Carolina
– -$1.65M -26,906 Closed
9 10 11
12
13