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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

236 hedge funds and large institutions have $953M invested in Fidelity MSCI Health Care Index ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
236
Holders Change
+17
Holders Change %
+7.76%
% of All Funds
4.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
35
Increased
95
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$279M
2
Lido Advisors
2
Lido Advisors
California
$53.9M
3
TIA
3
Traphagen Investment Advisors
New Jersey
$15.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.75M
5
IAN
5
Integrated Advisors Network
Texas
$3.43M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$9.29M
2
Truist Financial
2
Truist Financial
North Carolina
$7.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.1M
4
RWP
4
RWA Wealth Partners
Massachusetts
$39.7M
5
KPWG
5
KFA Private Wealth Group
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$2.76M +$53.9K +915 +2%
Goldman Sachs
52
Goldman Sachs
New York
$2.75M +$2.75M +46,585 New
CAGAS
53
Capital Advisory Group Advisory Services
Minnesota
$2.66M +$780K +13,237 +41%
HCA
54
Heck Capital Advisors
Wisconsin
$2.57M +$132K +2,231 +5%
HAS
55
HBW Advisory Services
California
$2.5M -$4.52M -76,703 -64%
LNC
56
Lincoln National Corp
Pennsylvania
$2.42M +$310K +5,250 +15%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.34M +$255K +4,320 +12%
TGAM
58
TBH Global Asset Management
Tennessee
$2.28M -$1.16M -19,651 -34%
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$2.27M -$82.5K -1,399 -4%
ST
60
Spinnaker Trust
Maine
$2.25M +$183K +3,112 +9%
MWM
61
Mascoma Wealth Management
New Hampshire
$2.2M +$370K +6,281 +20%
BWM
62
Birchcreek Wealth Management
Ohio
$2.18M +$1.14M +19,392 +110%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$2.07M +$22.9K +389 +1%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$2.04M +$1.11M +18,787 +119%
AB
65
Atlas Brown
Kentucky
$1.99M +$174K +2,955 +10%
MWM
66
Maltin Wealth Management
New Jersey
$1.97M -$45.4K -770 -2%
SFS
67
Sowell Financial Services
Arkansas
$1.96M -$531K -8,648 -21%
SIA
68
Soltis Investment Advisors
Utah
$1.91M +$1.91M +32,329 New
SW
69
SVB Wealth
Massachusetts
$1.89M +$14.1K +239 +0.8%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.88M +$93.1K +1,579 +5%
LFS
71
Legacy Financial Strategies
Kansas
$1.83M +$83.3K +1,413 +5%
RSWM
72
Robertson Stephens Wealth Management
California
$1.79M – – –
KPWS
73
Kestra Private Wealth Services
Texas
$1.62M +$121K +2,060 +8%
SCA
74
Snowden Capital Advisors
New York
$1.53M +$116K +1,964 +8%
GAM
75
Geier Asset Management
Maryland
$1.52M +$2.41K +39 +0.2%
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