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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
OPS
4
Orion Portfolio Solutions
Nebraska
$2.39M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
301
Two Sigma Securities
New York
– -$217K -3,441 Closed
AWM
302
Apollon Wealth Management
South Carolina
– -$203K -3,217 Closed
MG
303
Mather Group
Illinois
– -$37.9K -600 Closed
BONH
304
Bank of New Hampshire
New Hampshire
– -$33.1K -525 Closed
ACA
305
Aptus Capital Advisors
Alabama
– -$21.7K -344 Closed
RIA
306
Realta Investment Advisors
Delaware
– -$15.1K -240 Closed
BC
307
Belmont Capital
California
– -$15.2K -240 Closed
CAS
308
Coppell Advisory Solutions
Texas
– -$11.9K -191 Closed
TWM
309
Tradition Wealth Management
Minnesota
– -$7K -117 Closed
FBC
310
Fairfield, Bush & Co
Connecticut
– -$6.31K -100 Closed
Simplex Trading
311
Simplex Trading
Illinois
– -$6K -97 Closed
AIP
312
Ameritas Investment Partners
Nebraska
– -$4.5K -71 Closed
FGAM
313
Financial Gravity Asset Management
Texas
– -$1.54K -63 Closed
LWA
314
Lowe Wealth Advisors
Maryland
– -$3.16K -50 Closed
CFO
315
CVA Family Office
Colorado
– -$1.96K -31 Closed
TCCM
316
Timber Creek Capital Management
Massachusetts
– -$1.9K -30 Closed
CAL
317
Capital Analysts LLC
Pennsylvania
– -$1K -14 Closed
OP
318
ORG Partners
Indiana
– -$5 – –
9 10 11 12
13