FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
2
Lido Advisors
California
$92.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.1M
5
LJAC
5
L.J. Altfest & Co
New York
$282K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
26
Traynor Capital Management
Pennsylvania
$9.9M 161,014 +19,453 +14%
AWM
27
AE Wealth Management
Kansas
$9.13M 148,494 +13,613 +10%
Bank of America
28
Bank of America
North Carolina
$9.04M 146,991 -37,871 -20%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$8.52M 138,546 +27,286 +25%
WAM
30
Weatherly Asset Management
California
$8.33M 135,534 +10,687 +9%
KAS
31
Kestra Advisory Services
Texas
$8.22M 133,726 +1,055 +0.8%
BFA
32
Buttonwood Financial Advisors
Maryland
$8.1M 131,732 -577 -0.4%
AWS
33
Atria Wealth Solutions
New York
$7.44M 121,104 +5,881 +5%
IRC
34
Investors Research Corp
Georgia
$7.08M 115,106 +5,091 +5%
Stifel Financial
35
Stifel Financial
Missouri
$6.93M 112,730 -2,356 -2%
CAN
36
Cetera Advisor Networks
California
$6.86M 111,635 +7,216 +7%
BIA
37
Barry Investment Advisors
Massachusetts
$5.97M 97,099 -21,185 -18%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$5.78M 93,988 -653 -0.7%
LA
39
Lifeworks Advisors
Michigan
$5.6M 91,122 -3,056 -3%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$5.48M 89,111 -27,853 -24%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5.46M 88,768 +52,877 +147%
AIA
42
Armor Investment Advisors
North Carolina
$4.85M 78,925 -3,009 -4%
RA
43
RFG Advisory
Alabama
$4.73M 77,021 -5,156 -6%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$4.72M 76,849 +1,962 +3%
Truist Financial
45
Truist Financial
North Carolina
$4.7M 76,531 +10,944 +17%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$4.57M 74,297 +74,297 New
ASN
47
Advisory Services Network
Georgia
$4.55M 73,969 +6,528 +10%
EFM
48
Eley Financial Management
Vermont
$4.52M 73,576 -1,663 -2%
MMA
49
Miracle Mile Advisors
California
$4.33M 70,495 -33,225 -32%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$4.18M 68,006 +68,006 New
1
2
3 4 5