FHLC icon

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
$15.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.3M
4
Lido Advisors
Lido Advisors
California
$129M
5
HighTower Advisors
HighTower Advisors
Illinois
$9.03M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$241M
2
Morgan Stanley
Morgan Stanley
New York
$29.1M
3
TIA
Traphagen Investment Advisors
New Jersey
$4.55M
4
AWM
Aprio Wealth Management
Georgia
$0
5
RCYC
Richard C. Young & Co
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
351
LM Advisors
California
– -$3.56K -55 Closed
RCM
352
Raleigh Capital Management
North Carolina
– -$3.04K -47 Closed
NB
353
NBT Bank
New York
– -$1.81K -28 Closed
11 12 13 14
15