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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

319 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Health Care Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 33 closing their positions.

Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
117
Reduced
113
Closed
33
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
-$183K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$10.5M
2
AM
2
AGF Management
Ontario, Canada
$15.3M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.3M
4
Lido Advisors
4
Lido Advisors
California
$129M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.03M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$241M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.1M
3
TIA
3
Traphagen Investment Advisors
New Jersey
$4.55M
4
AWM
4
Aprio Wealth Management
Georgia
$0
5
RCYC
5
Richard C. Young & Co
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$10.5M 150,916 -1,801 -1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.5M 150,872 -2,670 -2%
CW
28
Connectus Wealth
Ohio
$10.5M 150,498 +150,498 New
VC
29
Vicus Capital
Pennsylvania
$10.4M 149,758 +6,921 +5%
CAN
30
Cetera Advisor Networks
California
$9.5M 136,211 +42,775 +46%
IRC
31
Investors Research Corp
Georgia
$9.28M 133,041 +3,714 +3%
NA
32
NewEdge Advisors
Louisiana
$9.2M 131,902 -5,395 -4%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$9.14M 130,987 +3,973 +3%
HighTower Advisors
34
HighTower Advisors
Illinois
$9.03M 129,889 +106,057 +445%
KAS
35
Kestra Advisory Services
Texas
$8.8M 126,170 +7,935 +7%
LA
36
Lifeworks Advisors
Michigan
$8.56M 122,745 +3,065 +3%
FIM
37
Freedom Investment Management
Connecticut
$8.39M 120,312 -13,671 -10%
QS
38
Quantitative Strategies
California
$8.38M 120,118 +1,121 +0.9%
UBS Group
39
UBS Group
Switzerland
$8.05M 115,446 +9,727 +9%
SPC
40
Sigma Planning Corp
Michigan
$7.77M 111,351 +51,386 +86%
Stifel Financial
41
Stifel Financial
Missouri
$7.14M 102,326 -715 -0.7%
SPIA
42
Steward Partners Investment Advisory
New York
$7.03M 100,758 -8,005 -7%
MFG
43
Monumental Financial Group
Maryland
$5.88M 84,323 +3,132 +4%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$5.72M 81,935 +5,520 +7%
AIA
45
Armor Investment Advisors
North Carolina
$5.58M 79,906 -3,692 -4%
ASN
46
Advisory Services Network
Georgia
$5.45M 78,081 +7,874 +11%
AWS
47
Atria Wealth Solutions
New York
$5.34M 76,579 +1,532 +2%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$4.8M 68,860 -18,345 -21%
EFM
49
Eley Financial Management
Vermont
$4.8M 68,768 -640 -0.9%
FPGK
50
Financial Partners Group (Kansas)
Kansas
$4.67M 66,965 -4,880 -7%
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