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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

241 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
94
Reduced
57
Closed
15
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
-$147K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.38M
2
LPL Financial
2
LPL Financial
California
$19.4M
3
KAS
3
Kestra Advisory Services
Texas
$17.8M
4
Lido Advisors
4
Lido Advisors
California
$70.8M
5
Wells Fargo
5
Wells Fargo
California
$11.5M

Top Sellers

1
NAM
1
NorthCoast Asset Management
Connecticut
$7.85M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$722K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.33M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FPGK
26
Financial Partners Group (Kansas)
Kansas
$8.23M 128,984 -751 -0.6%
NAM
27
NorthCoast Asset Management
Connecticut
$7.85M 122,885 -38,789 -24%
SG
28
StoneX Group
New York
$7.22M 113,185 +3,098 +3%
HighTower Advisors
29
HighTower Advisors
Illinois
$6.82M 106,808 +5,036 +5%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$6.47M 101,375 -3,826 -4%
TCM
31
Traynor Capital Management
Pennsylvania
$5.62M 88,122 -349 -0.4%
UBS Group
32
UBS Group
Switzerland
$5.11M 80,026 +4,801 +6%
ECM
33
Exchange Capital Management
Michigan
$4.56M 71,408 -1,334 -2%
WAM
34
Weatherly Asset Management
California
$4.47M 70,017 +11,601 +20%
Mariner
35
Mariner
Kansas
$4.11M 64,441 +5,270 +9%
LB
36
Leo Brokerage
Texas
$4.11M 64,368 -970 -1%
ASN
37
Advisory Services Network
Georgia
$4.04M 63,291 -6,135 -9%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
– – – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$3.78M 59,183 +3,007 +5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$3.33M 52,250 -25,575 -33%
5L
41
55I LLC
Massachusetts
$3.31M 51,906 -25 -0%
CAGAS
42
Capital Advisory Group Advisory Services
Minnesota
$3.2M 50,090 +619 +1%
MWM
43
Mascoma Wealth Management
New Hampshire
$3.11M 48,730 +5,690 +13%
Northern Trust
44
Northern Trust
Illinois
$3.11M 48,676 +380 +0.8%
AIA
45
Armor Investment Advisors
North Carolina
$3.09M 48,409 -2,550 -5%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.95M 46,279 -388 -0.8%
HCA
47
Heck Capital Advisors
Wisconsin
$2.93M 45,843 +3,178 +7%
VC
48
Vicus Capital
Pennsylvania
$2.77M 43,335 -9,374 -18%
IAN
49
Integrated Advisors Network
Texas
$2.71M 42,529 -17,753 -29%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$2.71M 42,431 +5,109 +14%
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