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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

325 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Health Care Index ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 21 closing their positions.

Holders
325
Holders Change
+33
Holders Change %
+11.3%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
57
Increased
100
Reduced
118
Closed
21
Calls
$518K
Puts
–
Net Calls
+$518K
Net Calls Change
+$142K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
AWM
2
Aprio Wealth Management
Georgia
$7.18M
3
RCYC
3
Richard C. Young & Co
Rhode Island
$6.77M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.49M
5
Bank of America
5
Bank of America
North Carolina
$14.8M

Top Sellers

1
FSC
1
Full Sail Capital
Oklahoma
$18.9M
2
Ameriprise
2
Ameriprise
Minnesota
$6.95M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$5.64M
4
CW
4
Connectus Wealth
Ohio
$0
5
SFCL
5
Strengthening Families & Communities LLC
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VC
26
Vicus Capital
Pennsylvania
$9.24M 142,837 -10,131 -7%
NA
27
NewEdge Advisors
Louisiana
$8.88M 137,297 +6,257 +5%
FIM
28
Freedom Investment Management
Connecticut
$8.67M 133,983 -19,251 -13%
IRC
29
Investors Research Corp
Georgia
$8.37M 129,327 +4,920 +4%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$8.22M 127,014 +5,420 +4%
LA
31
Lifeworks Advisors
Michigan
$7.74M 119,680 +13,197 +12%
QS
32
Quantitative Strategies
California
$7.7M 118,997 +2,102 +2%
KAS
33
Kestra Advisory Services
Texas
$7.65M 118,235 -36,583 -24%
AWM
34
Aprio Wealth Management
Georgia
$7.18M 111,032 +111,032 New
SPIA
35
Steward Partners Investment Advisory
New York
$7.04M 108,763 +1,003 +0.9%
Ameriprise
36
Ameriprise
Minnesota
$6.95M 107,505 -226,284 -68%
UBS Group
37
UBS Group
Switzerland
$6.84M 105,719 -3,941 -4%
RCYC
38
Richard C. Young & Co
Rhode Island
$6.77M 104,648 +104,648 New
Stifel Financial
39
Stifel Financial
Missouri
$6.67M 103,041 -5,292 -5%
Goldman Sachs
40
Goldman Sachs
New York
$6.49M 100,263 +100,263 New
CAN
41
Cetera Advisor Networks
California
$6.04M 93,436 -6,682 -7%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$5.64M 87,205 -166,831 -66%
AIA
43
Armor Investment Advisors
North Carolina
$5.41M 83,598 +4,437 +6%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$5.4M 83,517 +1,958 +2%
MFG
45
Monumental Financial Group
Maryland
$5.25M 81,191 +10,251 +14%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$4.94M 76,415 +7,882 +12%
AM
47
AGF Management
Ontario, Canada
$4.87M 75,253 +22,302 +42%
AWS
48
Atria Wealth Solutions
New York
$4.85M 75,047 -10,463 -12%
FPGK
49
Financial Partners Group (Kansas)
Kansas
$4.65M 71,845 -8,663 -11%
ASN
50
Advisory Services Network
Georgia
$4.54M 70,207 -6,573 -9%
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