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

Top Sellers

1
CI
1
Clal Insurance
Israel
$22.3M
2
AWM
2
AE Wealth Management
Kansas
$8.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
301
Wolff Wiese Magana
California
$3.36K +$3.36K +49 New
AssetMark Inc
302
AssetMark Inc
California
$2.26K +$686 +10 +43%
CFO
303
CVA Family Office
Colorado
$2.13K – – –
LC
304
Lindbrook Capital
California
$1.37K – – –
KFS
305
Kelly Financial Services
Massachusetts
$1.37K – – –
AIM
306
Arcadia Investment Management
Michigan
$1.37K – – –
CPG
307
Cornerstone Planning Group
New Jersey
$1.11K -$1.25K -18 -53%
HWM
308
HighMark Wealth Management
Minnesota
$1.04K -$691 -10 -40%
BWL
309
Bogart Wealth LLC
Virginia
$686 – – –
RFG
310
REAP Financial Group
Texas
$549 – – –
IHWM
311
Iron Horse Wealth Management
Iowa
$398 – – –
FCMT
312
Founders Capital Management (Texas)
Texas
$367 – – –
QC
313
Quent Capital
New York
$86 +$86 +1 New
WBC
314
West Branch Capital
Massachusetts
$80 – – –
GLR
315
Great Lakes Retirement
Ohio
$30 – – –
Northern Trust
316
Northern Trust
Illinois
– -$3.48M -49,889 Closed
LNC
317
Lincoln National Corp
Pennsylvania
– -$2.79M -40,036 Closed
RSWM
318
Robertson Stephens Wealth Management
California
– -$2.13M -30,598 Closed
LAS
319
Lloyd Advisory Services
Georgia
– -$1.34M -28,212 Closed
GCP
320
GSA Capital Partners
United Kingdom
– -$1.08M -15,511 Closed
FA
321
Faithward Advisors
Pennsylvania
– -$852K -12,212 Closed
Renaissance Technologies
322
Renaissance Technologies
New York
– -$830K -11,900 Closed
WA
323
Wealthstar Advisors
Texas
– -$710K -10,182 Closed
SMAM
324
Sugar Maple Asset Management
Wisconsin
– -$677K -9,701 Closed
HIC
325
Hartline Investment Corp
Illinois
– -$313K -4,487 Closed
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13
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