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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

331 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-15
Holders Change %
-4.34%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
118
Reduced
114
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
AGF Management
Ontario, Canada
+$10.7M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.44M
3
MWM
Modern Wealth Management
Kansas
+$6.79M
4
Charles Schwab
Charles Schwab
California
+$6.2M
5
MAM
Marotta Asset Management
Virginia
+$4.88M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$35.8M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$10.5M
3
IFA
Independence Financial Advisors
New Hampshire
-$7.67M
4
Bank of America
Bank of America
North Carolina
-$6.07M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
26
Centerline Wealth Advisors
Kentucky
$8.48M +$348K +5,440 +4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$8.38M -$5.96M -93,141 -42%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$8.18M -$940K -14,693 -10%
TCM
29
Traynor Capital Management
Pennsylvania
$8.03M -$998K -15,425 -11%
MAM
30
Marotta Asset Management
Virginia
$7.45M +$4.88M +76,298 +190%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$7.34M -$3.1M -48,490 -30%
NA
32
NewEdge Advisors
Louisiana
$6.55M +$430K +6,726 +7%
AssetMark Inc
33
AssetMark Inc
California
$6.36M +$4.17M +65,171 +190%
Bank of America
34
Bank of America
North Carolina
$6.28M -$6.07M -94,992 -49%
LFG
35
Larson Financial Group
Missouri
$6.22M +$51.2K +801 +0.8%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$5.9M -$351K -5,482 -6%
Stifel Financial
37
Stifel Financial
Missouri
$5.9M -$163K -2,550 -3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$5.72M -$1.73M -27,050 -23%
ST
39
Spinnaker Trust
Maine
$5.5M +$303K +4,732 +6%
AIA
40
Armor Investment Advisors
North Carolina
$5.45M -$24.5K -383 -0.4%
YWM
41
Yoder Wealth Management
California
$5.14M +$248K +3,880 +5%
OIA
42
OneDigital Investment Advisors
Kansas
$5.12M -$55.4K -866 -1%
Citadel Advisors
43
Citadel Advisors
Florida
$5.07M +$3.9M +61,055 +336%
SPC
44
Sigma Planning Corp
Michigan
$5.03M -$253K -3,952 -5%
SPIA
45
Steward Partners Investment Advisory
New York
$4.83M +$301K +4,712 +7%
FPGK
46
Financial Partners Group (Kansas)
Kansas
$4.59M +$161K +2,513 +4%
AWM
47
Aprio Wealth Management
Georgia
$4.42M -$953K -14,908 -18%
UBS Group
48
UBS Group
Switzerland
$4.23M -$23.3K -365 -0.5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$4.1M +$411K +6,425 +11%
BIA
50
Barry Investment Advisors
Massachusetts
$3.64M -$63.3K -990 -2%
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