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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

292 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
106
Reduced
112
Closed
24
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
FIM
2
Freedom Investment Management
Connecticut
$9.28M
3
Lido Advisors
3
Lido Advisors
California
$102M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$3.89M
5
HI
5
Harbour Investments
Wisconsin
$26.5M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$4.61M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$772K
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.39M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$9.38M 154,818 +13,720 +10%
FIM
27
Freedom Investment Management
Connecticut
$9.28M 153,234 +125,397 +450%
VC
28
Vicus Capital
Pennsylvania
$9.27M 152,968 -4,544 -3%
BFA
29
Buttonwood Financial Advisors
Maryland
$8.56M 141,225 +7,458 +6%
CW
30
Connectus Wealth
Ohio
$8.45M 139,343 -53,224 -28%
Bank of America
31
Bank of America
North Carolina
$8.15M 134,601 -2,765 -2%
SFCL
32
Strengthening Families & Communities LLC
Massachusetts
$8.01M 132,156 +1,652 +1%
NA
33
NewEdge Advisors
Louisiana
$7.94M 131,040 +44,540 +51%
IRC
34
Investors Research Corp
Georgia
$7.54M 124,407 +4,595 +4%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$7.37M 121,594 +188 +0.2%
QS
36
Quantitative Strategies
California
$7.08M 116,895 +5,620 +5%
UBS Group
37
UBS Group
Switzerland
$6.64M 109,660 -2,581 -2%
Stifel Financial
38
Stifel Financial
Missouri
$6.56M 108,333 +1,451 +1%
SPIA
39
Steward Partners Investment Advisory
New York
$6.53M 107,760 +49,370 +85%
LA
40
Lifeworks Advisors
Michigan
$6.45M 106,483 +567 +0.5%
CAN
41
Cetera Advisor Networks
California
$6.07M 100,118 -8,823 -8%
AWS
42
Atria Wealth Solutions
New York
$5.18M 85,510 -5,759 -6%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$4.94M 81,559 +3,296 +4%
AIA
44
Armor Investment Advisors
North Carolina
$4.8M 79,161 +1,264 +2%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$4.72M 80,508 -7,995 -9%
ASN
46
Advisory Services Network
Georgia
$4.65M 76,780 +3,015 +4%
LGA
47
Lebenthal Global Advisors
New York
$4.61M 76,134 -146,499 -66%
BIA
48
Barry Investment Advisors
Massachusetts
$4.38M 72,222 -13,783 -16%
EFM
49
Eley Financial Management
Vermont
$4.3M 70,462 -1,489 -2%
MFG
50
Monumental Financial Group
Maryland
$4.3M 70,940 -777 -1%
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