FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
Strengthening Families & Communities LLC
Massachusetts
$10.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$7.27M
3
Lido Advisors
Lido Advisors
California
$133M
4
HI
Harbour Investments
Wisconsin
$42.8M
5
ST
Spinnaker Trust
Maine
$4.33M

Top Sellers

1
CI
Clal Insurance
Israel
$22.3M
2
AWM
AE Wealth Management
Kansas
$8.27M
3
Osaic Holdings
Osaic Holdings
Arizona
$12.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27M
5
Northern Trust
Northern Trust
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
276
Element Wealth
Mississippi
$17.3K +$1.64K +24 +10%
RIA
277
Realta Investment Advisors
Delaware
$16.5K – – –
LIA
278
Lynx Investment Advisory
District of Columbia
$15.5K +$15.5K +226 New
AWM
279
Abound Wealth Management
Tennessee
$14.9K -$6.58K -96 -31%
BONH
280
Bank of New Hampshire
New Hampshire
$11.3K – – –
FFA
281
Frazier Financial Advisors
Ohio
$9.12K – – –
VNA
282
Valley National Advisers
Pennsylvania
$9K – – –
CB
283
CNB Bank
Pennsylvania
$8.92K – – –
FFA
284
Farther Finance Advisors
California
$7.91K +$68 +1 +0.9%
ACA
285
Aptus Capital Advisors
Alabama
$7.55K +$7.55K +110 New
DF
286
Dunhill Financial
United Kingdom
$7.46K – – –
HI
287
Hoey Investments
Pennsylvania
$7.34K – – –
UWS
288
Unique Wealth Strategies
Illinois
$6.98K +$6.98K +100 New
TSWM
289
Tyler-Stone Wealth Management
Ohio
$6.11K – – –
Simplex Trading
290
Simplex Trading
Illinois
$6K +$6K +100 New
BLC
291
Brown, Lisle/Cummings
Rhode Island
$5.63K – – –
CIA
292
Cape Investment Advisory
Georgia
$5.35K -$1.03K -15 -16%
UB
293
UMB Bank
Missouri
$5.35K – – –
OLVIG
294
Oliver Lagore Vanvalin Investment Group
Michigan
$5.08K – – –
MSG
295
Main Street Group
Virginia
$4.1K – – –
BFEC
296
Benjamin F. Edwards & Company
Missouri
$4K – – –
CT
297
Clearstead Trust
Maine
$3.57K – – –
ACM
298
Anfield Capital Management
California
$3.57K – – –
CTA
299
Colonial Trust Advisors
South Carolina
$3.43K -$2.06K -30 -38%
AP
300
Aspect Partners
Virginia
$3.43K – – –
10 11
12
13 14