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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

319 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Health Care Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 33 closing their positions.

Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
117
Reduced
113
Closed
33
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
-$183K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$10.5M
2
AM
2
AGF Management
Ontario, Canada
$15.3M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.3M
4
Lido Advisors
4
Lido Advisors
California
$129M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.03M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$241M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.1M
3
TIA
3
Traphagen Investment Advisors
New Jersey
$4.55M
4
AWM
4
Aprio Wealth Management
Georgia
$0
5
RCYC
5
Richard C. Young & Co
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
51
Rehmann Capital Advisory Group
Michigan
$4.66M 66,815 +145 +0.2%
TIA
52
Traphagen Investment Advisors
New Jersey
$4.55M 65,176 -393,072 -86%
BIA
53
Barry Investment Advisors
Massachusetts
$4.36M 62,558 -1,008 -2%
ECM
54
Exchange Capital Management
Michigan
$3.93M 56,348 -764 -1%
ACA
55
Atlas Capital Advisors
Wyoming
$3.88M 55,665 +22,631 +69%
RA
56
RFG Advisory
Alabama
$3.52M 50,458 +15,805 +46%
Northern Trust
57
Northern Trust
Illinois
$3.48M 49,889 +329 +0.7%
HF
58
Halpern Financial
Virginia
$3.44M 50,630 -350 -0.7%
MWM
59
Maltin Wealth Management
New Jersey
$3.31M 47,477 +2,442 +5%
FTS
60
Fifth Third Securities
Ohio
$3.29M 47,147 +9,066 +24%
YWM
61
Yoder Wealth Management
California
$3.22M 46,108 +776 +2%
Prudential Financial
62
Prudential Financial
New Jersey
$3.15M 45,078 -101 -0.2%
SSWM
63
Smith Salley Wealth Management
North Carolina
$3.07M 43,947 -3,197 -7%
SCA
64
Snowden Capital Advisors
New York
$3.05M 43,668 +4,166 +11%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$3M 42,982 -7,761 -15%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$2.86M 40,960 -42,557 -51%
VA
67
Valmark Advisers
Ohio
$2.85M 40,834 +2,609 +7%
IAN
68
Integrated Advisors Network
Texas
$2.8M 40,102 -419 -1%
LNC
69
Lincoln National Corp
Pennsylvania
$2.79M 40,036 +15,586 +64%
CAGAS
70
Capital Advisory Group Advisory Services
Minnesota
$2.79M 39,961 +268 +0.7%
TW
71
TrinityPoint Wealth
Connecticut
$2.78M 39,891 +1,532 +4%
EH
72
Equitable Holdings
New York
$2.77M 39,669 -1,127 -3%
HCA
73
Heck Capital Advisors
Wisconsin
$2.74M 39,330 +335 +0.9%
BWM
74
Buska Wealth Management
Wisconsin
$2.59M 37,115 +37,115 New
CA
75
Cetera Advisors
Colorado
$2.52M 36,107 +26,167 +263%
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