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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$10.4M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$7.27M
3
Lido Advisors
3
Lido Advisors
California
$133M
4
HI
4
Harbour Investments
Wisconsin
$42.8M
5
ST
5
Spinnaker Trust
Maine
$4.33M

Top Sellers

1
CI
1
Clal Insurance
Israel
$22.3M
2
AWM
2
AE Wealth Management
Kansas
$8.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ST
51
Spinnaker Trust
Maine
$4.33M 63,130 +63,130 New
BIA
52
Barry Investment Advisors
Massachusetts
$4.2M 61,276 -1,282 -2%
ECM
53
Exchange Capital Management
Michigan
$3.8M 55,355 -993 -2%
SPIA
54
Steward Partners Investment Advisory
New York
$3.69M 53,854 -46,904 -47%
GWA
55
GGM Wealth Advisors
Maryland
$3.67M 53,472 +50,372 +1,625%
RA
56
RFG Advisory
Alabama
$3.6M 52,422 +1,964 +4%
CI
57
CX Institutional
Indiana
$3.59M 52,334 +52,334 New
EH
58
Equitable Holdings
New York
$3.4M 49,635 +9,966 +25%
HF
59
Halpern Financial
Virginia
$3.36M 49,030 -1,600 -3%
Prudential Financial
60
Prudential Financial
New Jersey
$3.36M 48,963 +3,885 +9%
YWM
61
Yoder Wealth Management
California
$3.3M 48,054 +1,946 +4%
MWM
62
Maltin Wealth Management
New Jersey
$3.27M 47,721 +244 +0.5%
FTS
63
Fifth Third Securities
Ohio
$3.2M 46,614 -533 -1%
SSWM
64
Smith Salley Wealth Management
North Carolina
$3.05M 44,445 +498 +1%
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$3.04M 44,366 +4,405 +11%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$3.01M 43,925 +34,688 +376%
SCA
67
Snowden Capital Advisors
New York
$2.99M 43,600 -68 -0.2%
VA
68
Valmark Advisers
Ohio
$2.94M 42,819 +1,985 +5%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$2.92M 42,605 +1,645 +4%
WA
70
Win Advisors
Florida
$2.75M 40,108 +40,108 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$2.74M 39,897 -3,085 -7%
TW
72
TrinityPoint Wealth
Connecticut
$2.7M 39,323 -568 -1%
ACA
73
Atlas Capital Advisors
Wyoming
$2.69M 39,156 -16,509 -30%
HCA
74
Heck Capital Advisors
Wisconsin
$2.63M 38,397 -933 -2%
VWM
75
VCI Wealth Management
Missouri
$2.62M 38,260 +16,425 +75%
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3
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