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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

330 hedge funds and large institutions have $946M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 33 closing their positions.

Holders
330
Holders Change
+18
Holders Change %
+5.77%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
59
Increased
112
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$9.44M
2
LPL Financial
2
LPL Financial
California
$33.8M
3
DFG
3
Demars Financial Group
Washington
$8.53M
4
LA
4
Lifeworks Advisors
Michigan
$14M
5
AM
5
AGF Management
Ontario, Canada
$39M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.22M
3
SFCL
3
Strengthening Families & Communities LLC
Massachusetts
$513K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$526K
Name Market Value Shares Shares
Change 		Shares
Change %
YWM
51
Yoder Wealth Management
California
$3.99M 60,987 +7,798 +15%
BIA
52
Barry Investment Advisors
Massachusetts
$3.85M 58,940 -1,511 -2%
FIM
53
Freedom Investment Management
Connecticut
$3.68M 56,307 -8,381 -13%
OIA
54
OneDigital Investment Advisors
Kansas
$3.51M 53,702 +29,539 +122%
ECM
55
Exchange Capital Management
Michigan
$3.5M 53,545 -415 -0.8%
EH
56
Equitable Holdings
New York
$3.27M 50,046 +261 +0.5%
CAGAS
57
Capital Advisory Group Advisory Services
Minnesota
$3.25M 49,757 +3,177 +7%
MWM
58
Maltin Wealth Management
New Jersey
$3.22M 49,312 +245 +0.5%
VA
59
Valmark Advisers
Ohio
$3.2M 48,968 +1,566 +3%
RA
60
RFG Advisory
Alabama
$3.1M 47,483 +3,663 +8%
SSWM
61
Smith Salley Wealth Management
North Carolina
$2.85M 43,553 -2,102 -5%
SCA
62
Snowden Capital Advisors
New York
$2.79M 42,655 -406 -0.9%
ACA
63
Atlas Capital Advisors
Wyoming
$2.78M 42,540 -3,199 -7%
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$2.7M 41,268 -125 -0.3%
MCM
65
MAI Capital Management
Ohio
$2.65M 40,603 +25,493 +169%
BAM
66
Beaumont Asset Management
Texas
$2.54M 38,805 -1,114 -3%
TW
67
TrinityPoint Wealth
Connecticut
$2.53M 38,785 -239 -0.6%
HCA
68
Heck Capital Advisors
Wisconsin
$2.51M 38,421 -156 -0.4%
HI
69
Harbour Investments
Wisconsin
$2.35M 35,912 -3,613 -9%
Citigroup
70
Citigroup
New York
$2.34M 35,874 +26,096 +267%
Truist Financial
71
Truist Financial
North Carolina
$2.33M 35,688 +7,751 +28%
FTS
72
Fifth Third Securities
Ohio
$2.27M 34,674 +1,953 +6%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$2.26M 34,532 -328 -0.9%
JWCA
74
J.W. Cole Advisors
Florida
$2.19M 33,550 +389 +1%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$2.18M 33,389 +1,864 +6%
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