FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 70 reducing their positions, and 21 closing their positions.

Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
70
Closed
21
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
-$52K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$254M
2
BIA
2
Barry Investment Advisors
Massachusetts
$10.3M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.6M
4
LGA
4
Lebenthal Global Advisors
New York
$19.3M
5
CW
5
Connectus Wealth
Ohio
$8.17M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$4.77M
2
SG
2
StoneX Group
New York
$2.65M
3
KCM
3
Karp Capital Management
California
$9.23M
4
SPC
4
Sigma Planning Corp
Michigan
$7.34M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.92M
Name Market Value Shares Shares
Change 		Shares
Change %
FPGK
26
Financial Partners Group (Kansas)
Kansas
$8.02M 122,167 -3,977 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$7.69M 117,112 +40,815 +53%
SPC
28
Sigma Planning Corp
Michigan
$7.34M 111,832 -74,495 -40%
WAM
29
Weatherly Asset Management
California
$7.33M 111,585 +20,966 +23%
Stifel Financial
30
Stifel Financial
Missouri
$7.1M 108,155 -4,636 -4%
LJAC
31
L.J. Altfest & Co
New York
$6.68M 101,764 -34,274 -25%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$6.08M 92,571 -13,273 -13%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$5.72M 87,074 +87,074 New
TCM
34
Traynor Capital Management
Pennsylvania
$5.56M 84,615 -2,842 -3%
LA
35
Lifeworks Advisors
Michigan
$5.54M 84,434 +34,169 +68%
UBS Group
36
UBS Group
Switzerland
$5.52M 84,088 +710 +0.9%
AWS
37
Atria Wealth Solutions
New York
$5.2M 79,142 +79,142 New
IRC
38
Investors Research Corp
Georgia
$5.02M 76,452 +19,323 +34%
AIA
39
Armor Investment Advisors
North Carolina
$4.81M 73,241 +24,528 +50%
Truist Financial
40
Truist Financial
North Carolina
$4.77M 72,705 -107,521 -60%
ECM
41
Exchange Capital Management
Michigan
$4.44M 67,610 -1,500 -2%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$4.39M 66,898 +3,447 +5%
SFCL
43
Strengthening Families & Communities LLC
Massachusetts
$4.38M 66,727 +5,902 +10%
ASN
44
Advisory Services Network
Georgia
$4.23M 64,488 +8,741 +16%
5L
45
55I LLC
Massachusetts
$4.2M 63,971 +4,514 +8%
TGAM
46
TBH Global Asset Management
Tennessee
$3.89M 59,301 +12,216 +26%
MWM
47
Mascoma Wealth Management
New Hampshire
$3.88M 59,105 +7,003 +13%
CAGAS
48
Capital Advisory Group Advisory Services
Minnesota
$3.76M 57,283 -427 -0.7%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$3.42M 52,074 +8,083 +18%
Northern Trust
50
Northern Trust
Illinois
$3.28M 49,940 +1,264 +3%
1
2
3 4 5