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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

292 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
106
Reduced
112
Closed
24
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
FIM
2
Freedom Investment Management
Connecticut
$9.28M
3
Lido Advisors
3
Lido Advisors
California
$102M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$3.89M
5
HI
5
Harbour Investments
Wisconsin
$26.5M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$4.61M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$772K
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.39M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$4.15M 68,533 -4,101 -6%
CFG
52
Carr Financial Group
Massachusetts
$3.96M 66,216 +4,218 +7%
PCS
53
Personal CFO Solutions
New Jersey
$3.9M 64,357 -1,802 -3%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$3.89M 64,191 +58,764 +1,083%
HF
55
Halpern Financial
Virginia
$3.88M 64,085 -17,694 -22%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.71M 61,279 +16,791 +38%
Citadel Advisors
57
Citadel Advisors
Florida
$3.64M 60,071 +21,192 +55%
ECM
58
Exchange Capital Management
Michigan
$3.49M 57,593 -667 -1%
HCA
59
Heck Capital Advisors
Wisconsin
$3.36M 55,395 -7,741 -12%
SCA
60
Southern Capital Advisors
Tennessee
$3.34M 55,185 +907 +2%
AM
61
AGF Management
Ontario, Canada
$3.21M 52,951 -3,176 -6%
Truist Financial
62
Truist Financial
North Carolina
$3.21M 52,919 -2,441 -4%
MWM
63
Mascoma Wealth Management
New Hampshire
$3.03M 50,001 -1,933 -4%
Northern Trust
64
Northern Trust
Illinois
$3M 49,560 -640 -1%
LFS
65
Legacy Financial Strategies
Kansas
$2.95M 49,326 +1,404 +3%
SSWM
66
Smith Salley Wealth Management
North Carolina
$2.68M 44,218 -3,198 -7%
MWM
67
Maltin Wealth Management
New Jersey
$2.68M 44,162 +1,779 +4%
Jane Street
68
Jane Street
New York
$2.53M 41,806 +32,833 +366%
ACA
69
Atlas Capital Advisors
Wyoming
$2.53M 41,748 +5,151 +14%
YWM
70
Yoder Wealth Management
California
$2.52M 41,608 +3,970 +11%
Prudential Financial
71
Prudential Financial
New Jersey
$2.52M 41,594 +6,399 +18%
SCA
72
Snowden Capital Advisors
New York
$2.47M 40,843 -535 -1%
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$2.47M 40,808 -4,582 -10%
IAN
74
Integrated Advisors Network
Texas
$2.46M 40,645 +13,409 +49%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2.45M 40,491 -21,422 -35%
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