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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
Lido Advisors
2
Lido Advisors
California
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
SFCL
4
Strengthening Families & Communities LLC
Massachusetts
$8.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.66M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
51
Monumental Financial Group
Maryland
$4.53M 71,717 +7,670 +12%
PCS
52
Personal CFO Solutions
New Jersey
$4.18M 66,159 +296 +0.4%
HCA
53
Heck Capital Advisors
Wisconsin
$3.99M 63,136 -4,787 -7%
CFG
54
Carr Financial Group
Massachusetts
$3.91M 61,998 +4,304 +7%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$3.91M 61,913 -26,855 -30%
SPIA
56
Steward Partners Investment Advisory
New York
$3.69M 58,390 +532 +0.9%
ECM
57
Exchange Capital Management
Michigan
$3.68M 58,260 -2,477 -4%
OPS
58
Orion Portfolio Solutions
Nebraska
$3.66M 111,630 +78,068 +233%
BCI
59
Brinker Capital Investments
Pennsylvania
$3.66M 111,630 +78,068 +233%
RA
60
RFG Advisory
Alabama
$3.63M 57,549 -19,472 -25%
AM
61
AGF Management
Ontario, Canada
$3.54M 56,127 -3,246 -5%
Truist Financial
62
Truist Financial
North Carolina
$3.49M 55,360 -21,171 -28%
SCA
63
Southern Capital Advisors
Tennessee
$3.43M 54,278 +27,229 +101%
MWM
64
Mascoma Wealth Management
New Hampshire
$3.31M 51,934 -3,217 -6%
Northern Trust
65
Northern Trust
Illinois
$3.17M 50,200 +160 +0.3%
EIA
66
Eldridge Investment Advisors
New Hampshire
$3.09M 48,963 -2,122 -4%
LFS
67
Legacy Financial Strategies
Kansas
$3.02M 47,922 +3,419 +8%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.02M 47,791 -5,024 -10%
SSWM
69
Smith Salley Wealth Management
North Carolina
$2.99M 47,416 +9,848 +26%
CAGAS
70
Capital Advisory Group Advisory Services
Minnesota
$2.87M 45,390 -97 -0.2%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$2.81M 44,488 -15,262 -26%
MWM
72
Maltin Wealth Management
New Jersey
$2.68M 42,383 +383 +0.9%
SCA
73
Snowden Capital Advisors
New York
$2.61M 41,378 +4,467 +12%
BWM
74
Birchcreek Wealth Management
Ohio
$2.46M 38,971 -2,776 -7%
Citadel Advisors
75
Citadel Advisors
Florida
$2.45M 38,879 +23,602 +154%
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