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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

319 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Health Care Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
117
Reduced
113
Closed
33
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
-$183K

Top Buyers

1
CW
Connectus Wealth
Ohio
+$10.5M
2
AM
AGF Management
Ontario, Canada
+$10.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.5M
4
Lido Advisors
Lido Advisors
California
+$8.29M
5
HighTower Advisors
HighTower Advisors
Illinois
+$7.37M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$113M
2
Morgan Stanley
Morgan Stanley
New York
-$27.7M
3
TIA
Traphagen Investment Advisors
New Jersey
-$27.4M
4
AWM
Aprio Wealth Management
Georgia
-$7.18M
5
RCYC
Richard C. Young & Co
Rhode Island
-$6.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
326
NWAM LLC
Washington
– -$1.36M -20,974 Closed
ERWM
327
Elk River Wealth Management
Colorado
– -$1.01M -15,658 Closed
FTUS
328
Flow Traders U.S.
New York
– -$752K -11,622 Closed
GCIM
329
Gunn & Company Investment Management
Florida
– -$623K -9,637 Closed
SAM
330
Secure Asset Management
Michigan
– -$491K -7,583 Closed
SAG
331
SageView Advisory Group
California
– -$290K -4,372 Closed
CWP
332
Corepath Wealth Partners
Arizona
– -$286K -4,358 Closed
SCA
333
Sandy Cove Advisors
Massachusetts
– -$269K -4,160 Closed
EWS
334
Evergreen Wealth Solutions
Pennsylvania
– -$241K -3,725 Closed
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
– -$218K -3,376 Closed
LJAC
336
L.J. Altfest & Co
New York
– -$213K -3,288 Closed
BCI
337
Brinker Capital Investments
Pennsylvania
– -$214K -3,220 Closed
OPS
338
Orion Portfolio Solutions
Nebraska
– -$214K -3,220 Closed
TCMP
339
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$200K -3,098 Closed
PS
340
Planned Solutions
California
– -$129K -2,000 Closed
PO
341
Private Ocean
California
– -$26.4K -408 Closed
NECFA
342
New England Capital Financial Advisors
Connecticut
– -$25.6K -396 Closed
FBC
343
Fairfield, Bush & Co
Connecticut
– -$19.4K -300 Closed
GI
344
Gradient Investments
Minnesota
– -$11.8K -182 Closed
AAP
345
Arax Advisory Partners
Colorado
– -$10.6K -164 Closed
FCAS
346
First Command Advisory Services
Texas
– -$8.93K -138 Closed
IRAG
347
Investment Research & Advisory Group
Georgia
– -$7.89K -122 Closed
S
348
SignatureFD
Georgia
– -$6.21K -96 Closed
AWM
349
Able Wealth Management
New Jersey
– -$4.09K -63 Closed
TFG
350
Team Financial Group
California
– -$3.69K -57 Closed
11 12 13
14
15