FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

325 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Health Care Index ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 21 closing their positions.

Holders
325
Holders Change
+33
Holders Change %
+11.3%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
57
Increased
100
Reduced
118
Closed
21
Calls
$518K
Puts
–
Net Calls
+$518K
Net Calls Change
+$142K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
AWM
2
Aprio Wealth Management
Georgia
$7.18M
3
RCYC
3
Richard C. Young & Co
Rhode Island
$6.77M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.49M
5
Bank of America
5
Bank of America
North Carolina
$14.8M

Top Sellers

1
FSC
1
Full Sail Capital
Oklahoma
$18.9M
2
Ameriprise
2
Ameriprise
Minnesota
$6.95M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$5.64M
4
CW
4
Connectus Wealth
Ohio
$0
5
SFCL
5
Strengthening Families & Communities LLC
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EFM
51
Eley Financial Management
Vermont
$4.49M 69,408 -1,054 -1%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$4.31M 66,670 +2,479 +4%
BIA
53
Barry Investment Advisors
Massachusetts
$4.11M 63,566 -8,656 -12%
SPC
54
Sigma Planning Corp
Michigan
$3.88M 59,965 -105,356 -64%
ECM
55
Exchange Capital Management
Michigan
$3.69M 57,112 -481 -0.8%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.56M 54,965 -6,314 -10%
HF
57
Halpern Financial
Virginia
$3.33M 50,980 -13,105 -20%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$3.28M 50,743 +10,252 +25%
Northern Trust
59
Northern Trust
Illinois
$3.21M 49,560 – –
LFS
60
Legacy Financial Strategies
Kansas
$3.15M 48,724 -602 -1%
SSWM
61
Smith Salley Wealth Management
North Carolina
$3.05M 47,144 +2,926 +7%
YWM
62
Yoder Wealth Management
California
$2.93M 45,332 +3,724 +9%
Prudential Financial
63
Prudential Financial
New Jersey
$2.92M 45,179 +3,585 +9%
MWM
64
Maltin Wealth Management
New Jersey
$2.91M 45,035 +873 +2%
Truist Financial
65
Truist Financial
North Carolina
$2.89M 44,604 -8,315 -16%
EH
66
Equitable Holdings
New York
$2.64M 40,796 +8,927 +28%
IAN
67
Integrated Advisors Network
Texas
$2.62M 40,521 -124 -0.3%
CAGAS
68
Capital Advisory Group Advisory Services
Minnesota
$2.57M 39,693 -1,115 -3%
SCA
69
Snowden Capital Advisors
New York
$2.56M 39,502 -1,341 -3%
HCA
70
Heck Capital Advisors
Wisconsin
$2.52M 38,995 -16,400 -30%
TW
71
TrinityPoint Wealth
Connecticut
$2.48M 38,359 +28,859 +304%
VA
72
Valmark Advisers
Ohio
$2.47M 38,225 +3,516 +10%
FTS
73
Fifth Third Securities
Ohio
$2.46M 38,081 +2,963 +8%
Mariner
74
Mariner
Kansas
$2.42M 37,428 +6,055 +19%
BAM
75
Beaumont Asset Management
Texas
$2.3M 35,601 +549 +2%
1 2
3
4 5