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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
Lido Advisors
2
Lido Advisors
California
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
SFCL
4
Strengthening Families & Communities LLC
Massachusetts
$8.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.66M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
26
Vicus Capital
Pennsylvania
$9.94M 157,512 -12,451 -7%
WAM
27
Weatherly Asset Management
California
$9.62M 152,394 +16,860 +12%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$9.49M 150,336 +11,790 +9%
KAS
29
Kestra Advisory Services
Texas
$8.91M 141,098 +7,372 +6%
Bank of America
30
Bank of America
North Carolina
$8.67M 137,366 -9,625 -7%
BFA
31
Buttonwood Financial Advisors
Maryland
$8.44M 133,767 +2,035 +2%
SFCL
32
Strengthening Families & Communities LLC
Massachusetts
$8.24M 130,504 +55,440 +74%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$7.66M 121,406 +53,400 +79%
IRC
34
Investors Research Corp
Georgia
$7.56M 119,812 +4,706 +4%
UBS Group
35
UBS Group
Switzerland
$7.08M 112,241 -233,286 -68%
QS
36
Quantitative Strategies
California
$7.02M 111,275 +111,275 New
CAN
37
Cetera Advisor Networks
California
$6.88M 108,941 -2,694 -2%
Stifel Financial
38
Stifel Financial
Missouri
$6.75M 106,882 -5,848 -5%
LA
39
Lifeworks Advisors
Michigan
$6.69M 105,916 +14,794 +16%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$6.02M 95,418 +21,121 +28%
AWS
41
Atria Wealth Solutions
New York
$5.76M 91,269 -29,835 -25%
FPGK
42
Financial Partners Group (Kansas)
Kansas
$5.56M 88,503 -5,485 -6%
NA
43
NewEdge Advisors
Louisiana
$5.46M 86,500 +34,344 +66%
BIA
44
Barry Investment Advisors
Massachusetts
$5.43M 86,005 -11,094 -11%
HF
45
Halpern Financial
Virginia
$5.16M 81,779 -134,562 -62%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$4.94M 78,263 +1,414 +2%
AIA
47
Armor Investment Advisors
North Carolina
$4.92M 77,897 -1,028 -1%
ASN
48
Advisory Services Network
Georgia
$4.66M 73,765 -204 -0.3%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$4.58M 72,634 +14,639 +25%
EFM
50
Eley Financial Management
Vermont
$4.54M 71,951 -1,625 -2%
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