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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.

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 %
BRWA
301
B. Riley Wealth Advisors
Florida
– -$804K -13,085 Closed
DLCIG
302
D.L. Carlson Investment Group
New Hampshire
– -$432K -7,036 Closed
IAA
303
Independent Advisor Alliance
North Carolina
– -$410K -6,670 Closed
NFP
304
NorthLanding Financial Partners
New York
– -$380K -6,179 Closed
ST
305
Spinnaker Trust
Maine
– -$354K -5,767 Closed
CCM
306
Coldstream Capital Management
Washington
– -$296K -4,809 Closed
OCM
307
One Capital Management
California
– -$286K -4,651 Closed
BSW
308
Buckingham Strategic Wealth
Missouri
– -$277K -4,333 Closed
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
– -$246K -3,997 Closed
CAC
310
Certified Advisory Corp
Florida
– -$209K -3,393 Closed
GBT
311
Grove Bank & Trust
Florida
– -$139K -2,260 Closed
AWM
312
Accel Wealth Management
Iowa
– -$118K -1,926 Closed
SC
313
SouthState Corp
Florida
– -$107K -1,744 Closed
GCWM
314
Graham Capital Wealth Management
District of Columbia
– -$545K -886 Closed
LTI
315
Laffer Tengler Investments
Tennessee
– -$29.8K -484 Closed
PO
316
Private Ocean
California
– -$25.1K -408 Closed
AF
317
Advisornet Financial
Minnesota
– -$18.4K -300 Closed
GWSG
318
GPS Wealth Strategies Group
Colorado
– -$16.5K -268 Closed
SSB
319
Sandy Spring Bank
Maryland
– -$13.6K -221 Closed
EI
320
Ellevest Inc
New York
– -$12.8K -208 Closed
BlackRock
321
BlackRock
New York
– -$6.33K -103 Closed
Bessemer Group
322
Bessemer Group
New Jersey
– -$2K -28 Closed
GA
323
GoalVest Advisory
New York
– -$369 -6 Closed
CSPIA
324
Cary Street Partners Investment Advisory
Virginia
– -$61 -1 Closed
BA
325
Bellwether Advisors
Nebraska
– -$50 – –
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