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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

330 hedge funds and large institutions have $946M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 33 closing their positions.

Holders
330
Holders Change
+18
Holders Change %
+5.77%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
59
Increased
112
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$9.44M
2
LPL Financial
2
LPL Financial
California
$33.8M
3
DFG
3
Demars Financial Group
Washington
$8.53M
4
LA
4
Lifeworks Advisors
Michigan
$14M
5
AM
5
AGF Management
Ontario, Canada
$39M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.22M
3
SFCL
3
Strengthening Families & Communities LLC
Massachusetts
$513K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$526K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
26
Traynor Capital Management
Pennsylvania
$9.3M 142,250 -14,746 -9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$8.61M 131,692 -6,190 -4%
DFG
28
Demars Financial Group
Washington
$8.53M 557,330 +547,853 +5,781%
WWM
29
Waterway Wealth Management
Texas
$8.18M 125,227 -33,177 -21%
CWA
30
Centerline Wealth Advisors
Kentucky
$8.12M 124,171 +124,171 New
AWM
31
AE Wealth Management
Kansas
$8.08M 123,573 -5,071 -4%
Two Sigma Investments
32
Two Sigma Investments
New York
$7.82M 119,700 +29,500 +33%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$7.59M 116,136 +10,129 +10%
NA
34
NewEdge Advisors
Louisiana
$7.36M 112,618 -6,982 -6%
SPC
35
Sigma Planning Corp
Michigan
$6.69M 102,311 +1,000 +1%
QS
36
Quantitative Strategies
California
$6.45M 98,729 +1,424 +1%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$6.43M 98,319 -549 -0.6%
UBS Group
38
UBS Group
Switzerland
$6.42M 98,252 -5,058 -5%
Stifel Financial
39
Stifel Financial
Missouri
$6.4M 97,908 +708 +0.7%
LFG
40
Larson Financial Group
Missouri
$6M 91,795 +3,625 +4%
AIA
41
Armor Investment Advisors
North Carolina
$5.6M 85,678 +978 +1%
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$5.52M 84,321 -14,811 -15%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$5.22M 79,943 -222,628 -74%
ST
44
Spinnaker Trust
Maine
$4.73M 72,397 +4,145 +6%
AWM
45
Aprio Wealth Management
Georgia
$4.66M 71,291 +71,291 New
FPGK
46
Financial Partners Group (Kansas)
Kansas
$4.57M 69,945 +598 +0.9%
SPIA
47
Steward Partners Investment Advisory
New York
$4.48M 68,541 +5,327 +8%
MAM
48
Marotta Asset Management
Virginia
$4.27M 65,272 +25,088 +62%
EFM
49
Eley Financial Management
Vermont
$4.27M 65,288 -890 -1%
AWS
50
Atria Wealth Solutions
New York
$4.13M 63,153 -8,088 -11%
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