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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$10.4M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$7.27M
3
Lido Advisors
3
Lido Advisors
California
$133M
4
HI
4
Harbour Investments
Wisconsin
$42.8M
5
ST
5
Spinnaker Trust
Maine
$4.33M

Top Sellers

1
CI
1
Clal Insurance
Israel
$22.3M
2
AWM
2
AE Wealth Management
Kansas
$8.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
26
Traynor Capital Management
Pennsylvania
$10.8M 157,472 +1,636 +1%
VC
27
Vicus Capital
Pennsylvania
$10.5M 153,116 +3,358 +2%
SFCL
28
Strengthening Families & Communities LLC
Massachusetts
$10.4M 151,801 +151,801 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$10.2M 148,926 -1,946 -1%
IRC
30
Investors Research Corp
Georgia
$9.73M 141,823 +8,782 +7%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$9.43M 137,468 +6,481 +5%
HighTower Advisors
32
HighTower Advisors
Illinois
$8.81M 128,673 -1,216 -0.9%
QS
33
Quantitative Strategies
California
$8.34M 121,629 +1,511 +1%
AWM
34
AE Wealth Management
Kansas
$8.27M 120,592 -154,457 -56%
NA
35
NewEdge Advisors
Louisiana
$8.22M 119,888 -12,014 -9%
UBS Group
36
UBS Group
Switzerland
$7.85M 114,367 -1,079 -0.9%
LA
37
Lifeworks Advisors
Michigan
$7.56M 110,209 -12,536 -10%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$7.27M 105,813 +105,813 New
MFG
39
Monumental Financial Group
Maryland
$7.08M 103,196 +18,873 +22%
SPC
40
Sigma Planning Corp
Michigan
$6.92M 100,932 -10,419 -9%
Stifel Financial
41
Stifel Financial
Missouri
$6.73M 98,090 -4,236 -4%
AWS
42
Atria Wealth Solutions
New York
$6.48M 94,513 +17,934 +23%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$6.07M 88,495 +6,560 +8%
AIA
44
Armor Investment Advisors
North Carolina
$5.59M 81,513 +1,607 +2%
FIM
45
Freedom Investment Management
Connecticut
$5.41M 78,824 -41,488 -34%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$5.06M 73,745 +4,885 +7%
FPGK
47
Financial Partners Group (Kansas)
Kansas
$4.69M 68,416 +1,451 +2%
EFM
48
Eley Financial Management
Vermont
$4.6M 67,041 -1,727 -3%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$4.59M 66,904 +89 +0.1%
ASN
50
Advisory Services Network
Georgia
$4.39M 64,059 -14,022 -18%
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