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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
2
Lido Advisors
California
$92.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.1M
5
LJAC
5
L.J. Altfest & Co
New York
$282K
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
51
Heck Capital Advisors
Wisconsin
$4.18M 67,923 +21,973 +48%
PCS
52
Personal CFO Solutions
New Jersey
$4.05M 65,863 -915 -1%
MFG
53
Monumental Financial Group
Maryland
$3.94M 64,047 +10,819 +20%
ECM
54
Exchange Capital Management
Michigan
$3.73M 60,737 -1,319 -2%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$3.67M 59,750 -28,558 -32%
AM
56
AGF Management
Ontario, Canada
$3.65M 59,373 +18,387 +45%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$3.56M 57,995 +6,825 +13%
SPIA
58
Steward Partners Investment Advisory
New York
$3.56M 57,858 +16,061 +38%
CFG
59
Carr Financial Group
Massachusetts
$3.55M 57,694 +9,435 +20%
Prudential Financial
60
Prudential Financial
New Jersey
$3.51M 57,089 +12,669 +29%
MWM
61
Mascoma Wealth Management
New Hampshire
$3.49M 55,151 -6,307 -10%
NA
62
NewEdge Advisors
Louisiana
$3.28M 52,156 -24,911 -32%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$3.25M 52,815 +41,046 +349%
EIA
64
Eldridge Investment Advisors
New Hampshire
$3.14M 51,085 -453 -0.9%
Northern Trust
65
Northern Trust
Illinois
$3.08M 50,040 -13,126 -21%
CAGAS
66
Capital Advisory Group Advisory Services
Minnesota
$2.8M 45,487 -150 -0.3%
TGAM
67
TBH Global Asset Management
Tennessee
$2.79M 45,468 -6,384 -12%
LFS
68
Legacy Financial Strategies
Kansas
$2.74M 44,503 +2,332 +6%
MWM
69
Maltin Wealth Management
New Jersey
$2.58M 42,000 +873 +2%
BWM
70
Birchcreek Wealth Management
Ohio
$2.57M 41,747 -3,339 -7%
SIA
71
Soltis Investment Advisors
Utah
$2.32M 37,686 -15,282 -29%
SSWM
72
Smith Salley Wealth Management
North Carolina
$2.31M 37,568 +403 +1%
SCA
73
Snowden Capital Advisors
New York
$2.27M 36,911 +553 +2%
ACA
74
Atlas Capital Advisors
Wyoming
$2.26M 36,795 -26,268 -42%
Mariner
75
Mariner
Kansas
$2.2M 35,739 -790 -2%
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