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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

330 hedge funds and large institutions have $946M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+18
Holders Change %
+5.77%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
59
Increased
112
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$9.44M
2
LPL Financial
2
LPL Financial
California
$33.8M
3
DFG
3
Demars Financial Group
Washington
$8.53M
4
LA
4
Lifeworks Advisors
Michigan
$14M
5
AM
5
AGF Management
Ontario, Canada
$39M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.22M
3
SFCL
3
Strengthening Families & Communities LLC
Massachusetts
$513K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$526K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
276
GHP Investment Advisors
Colorado
$31.2K +$1.77K +27 +6%
GCM
277
Gables Capital Management
Florida
$30.4K – – –
PA
278
Parallel Advisors
California
$29.6K – – –
CIAS
279
Capital Investment Advisory Services
North Carolina
$27.4K +$65 +1 +0.2%
API
280
Asset Planning Inc
California
$26.5K +$26.5K +406 New
JWA
281
JFS Wealth Advisors
Pennsylvania
$24.5K +$24.5K +375 New
BBHC
282
Brown Brothers Harriman & Co
New York
$21.2K – – –
ACA
283
Aptus Capital Advisors
Alabama
$20.4K +$720 +11 +4%
HPC
284
HM Payson & Co
Maine
$19.6K – – –
FHA
285
First Horizon Advisors
Tennessee
$19.6K – – –
National Bank of Canada
286
National Bank of Canada
Quebec, Canada
$18.6K -$365K -5,580 -95%
DRP
287
Decker Retirement Planning
Utah
$18.1K +$18.1K +277 New
BWM
288
Bernard Wealth Management
Michigan
$17.6K +$17.6K +269 New
EW
289
Element Wealth
Mississippi
$15.1K +$65 +1 +0.4%
AWM
290
Abound Wealth Management
Tennessee
$14.2K – – –
PC
291
Promus Capital
Illinois
$13.7K +$13.7K +210 New
LDB
292
Lee, Danner & Bass
Tennessee
$13.7K +$13.7K +209 New
BTI
293
Blue Trust Inc
Georgia
$13.1K +$13.1K +200 New
EWM
294
EPG Wealth Management
Georgia
$12.9K – – –
MRP
295
Measured Risk Portfolios
California
$11.2K +$11.2K +172 New
BONH
296
Bank of New Hampshire
New Hampshire
$10.8K – – –
FFA
297
Farther Finance Advisors
California
$9.47K +$65 +1 +0.7%
PCA
298
PMV Capital Advisers
Texas
$9.41K +$9.41K +144 New
FFA
299
Frazier Financial Advisors
Ohio
$8.68K – – –
CB
300
CNB Bank
Pennsylvania
$8.5K – – –
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12
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