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

Top Sellers

1
CI
Clal Insurance
Israel
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.22M
3
SFCL
Strengthening Families & Communities LLC
Massachusetts
$513K
4
Baird Financial Group
Baird Financial Group
Wisconsin
$0
5
Goldman Sachs
Goldman Sachs
New York
$526K
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
326
Iron Horse Wealth Management
Iowa
$382 – – –
FCMT
327
Founders Capital Management (Texas)
Texas
$352 – – –
QC
328
Quent Capital
New York
$82 – – –
WBC
329
West Branch Capital
Massachusetts
$76 – – –
HHGA
330
Halbert Hargrove Global Advisors
California
$57 +$57 +1 New
CI
331
Clal Insurance
Israel
– -$23.7M -325,000 Closed
Baird Financial Group
332
Baird Financial Group
Wisconsin
– -$9.71M -133,337 Closed
IAIM
333
International Assets Investment Management
Florida
– -$1.55K -113,090 Closed
Prudential Financial
334
Prudential Financial
New Jersey
– -$3.43M -47,146 Closed
Marshall Wace
335
Marshall Wace
United Kingdom
– -$907K -12,458 Closed
Renaissance Technologies
336
Renaissance Technologies
New York
– -$881K -12,100 Closed
SWA
337
Stratos Wealth Advisors
Ohio
– -$878K -12,059 Closed
SFA
338
Sequoia Financial Advisors
Ohio
– -$306K -4,202 Closed
PCS
339
Personal CFO Solutions
New Jersey
– -$300K -4,124 Closed
BCA
340
Bay Colony Advisors
Massachusetts
– -$295K -4,049 Closed
PCA
341
Pallas Capital Advisors
Massachusetts
– -$230K -3,253 Closed
IAG
342
Investment Advisory Group
Massachusetts
– -$231K -3,173 Closed
IAG
343
Investmark Advisory Group
Connecticut
– -$228K -3,138 Closed
AI
344
Atria Investments
North Carolina
– -$228K -3,132 Closed
SVWAG
345
Sound View Wealth Advisors Group
Georgia
– -$219K -3,013 Closed
GVAG
346
Great Valley Advisor Group
Delaware
– -$213K -2,926 Closed
SC
347
Savant Capital
Illinois
– -$213K -2,925 Closed
Corient Private Wealth
348
Corient Private Wealth
Florida
– -$212K -2,907 Closed
HSA
349
HBK Sorce Advisory
Pennsylvania
– -$207K -2,850 Closed
JIC
350
Johnson Investment Counsel
Ohio
– -$202K -2,777 Closed
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14
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