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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

292 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
106
Reduced
112
Closed
24
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
FIM
2
Freedom Investment Management
Connecticut
$9.28M
3
Lido Advisors
3
Lido Advisors
California
$102M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$3.89M
5
HI
5
Harbour Investments
Wisconsin
$26.5M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$4.61M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$772K
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.39M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLVIG
276
Oliver Lagore Vanvalin Investment Group
Michigan
$4.48K – – –
VWM
277
Venturi Wealth Management
Texas
$4.12K -$511K -8,426 -99%
CT
278
Clearstead Trust
Maine
$3.15K – – –
CA
279
Clearstead Advisors
Ohio
$3.15K +$3.15K +52 New
HGERS
280
Householder Group Estate & Retirement Specialist
Arizona
$2.91K +$2.91K +48 New
BCWM
281
Bartlett & Co Wealth Management
Ohio
$2.06K – – –
BC
282
Bartlett & Co
Ohio
$2K – – –
AssetMark Inc
283
AssetMark Inc
California
$1.88K +$1.88K +31 New
HWM
284
HighMark Wealth Management
Minnesota
$1.48K -$185 -3 -11%
KFS
285
Kelly Financial Services
Massachusetts
$1.21K – – –
AIM
286
Arcadia Investment Management
Michigan
$1.21K – – –
LC
287
Lindbrook Capital
California
$1.21K – – –
FAM
288
Flaharty Asset Management
Florida
$909 +$909 +15 New
BWL
289
Bogart Wealth LLC
Virginia
$606 – – –
IHWM
290
Iron Horse Wealth Management
Iowa
$348 – – –
FCMT
291
Founders Capital Management (Texas)
Texas
$320 – – –
FAM
292
Family Asset Management
South Carolina
$128 – – –
WBC
293
West Branch Capital
Massachusetts
$70 -$140 -2 -67%
PWMG
294
Pinnacle Wealth Management Group
Michigan
– -$1.67M -26,517 Closed
Goldman Sachs
295
Goldman Sachs
New York
– -$937K -14,851 Closed
GCP
296
GSA Capital Partners
United Kingdom
– -$722K -11,440 Closed
PG
297
Prostatis Group
Maryland
– -$10K -10,036 Closed
AT
298
American Trust
Kentucky
– -$592K -9,375 Closed
Renaissance Technologies
299
Renaissance Technologies
New York
– -$486K -7,700 Closed
RCA
300
Reitz Capital Advisors
Michigan
– -$232K -3,670 Closed
9 10 11
12
13