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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

331 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-15
Holders Change %
-4.34%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
118
Reduced
114
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
AGF Management
Ontario, Canada
+$10.7M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.44M
3
MWM
Modern Wealth Management
Kansas
+$6.79M
4
Charles Schwab
Charles Schwab
California
+$6.2M
5
MAM
Marotta Asset Management
Virginia
+$4.88M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$35.8M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$10.5M
3
IFA
Independence Financial Advisors
New Hampshire
-$7.67M
4
Bank of America
Bank of America
North Carolina
-$6.07M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Maltin Wealth Management
New Jersey
$3.6M +$135K +2,107 +4%
CAGAS
52
Capital Advisory Group Advisory Services
Minnesota
$3.26M +$8.76K +137 +0.3%
ECM
53
Exchange Capital Management
Michigan
$3.17M -$95.6K -1,495 -3%
VA
54
Valmark Advisers
Ohio
$3.16M +$59.6K +932 +2%
Creative Planning
55
Creative Planning
Kansas
$3.04M -$3.04M -47,564 -50%
EH
56
Equitable Holdings
New York
$3.03M -$57.2K -895 -2%
Ameriprise
57
Ameriprise
Minnesota
$2.93M +$90.2K +1,410 +3%
HCA
58
Heck Capital Advisors
Wisconsin
$2.91M +$40.4K +632 +1%
SSWM
59
Smith Salley Wealth Management
North Carolina
$2.83M +$19.4K +303 +0.7%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$2.63M +$16.5K +258 +0.6%
CBA
61
Coastal Bridge Advisors
Connecticut
$2.53M -$8.63K -135 -0.3%
MCM
62
MAI Capital Management
Ohio
$2.47M -$90K -1,407 -4%
SCA
63
Snowden Capital Advisors
New York
$2.34M -$293K -4,585 -11%
AAP
64
Arax Advisory Partners
Colorado
$2.28M +$395K +6,094 +21%
Citigroup
65
Citigroup
New York
$2.26M +$82.6K +1,292 +4%
Mariner
66
Mariner
Kansas
$2.18M +$191K +2,982 +10%
LA
67
Lynch & Associates
Indiana
$2.16M +$65.2K +1,019 +3%
Truist Financial
68
Truist Financial
North Carolina
$2.15M -$87.7K -1,372 -4%
BI
69
Beckerman Institutional
New Jersey
$2.1M +$17.3K +270 +0.8%
HI
70
Harbour Investments
Wisconsin
$2.01M +$34K +531 +2%
PS
71
Principal Securities
Iowa
$1.96M +$644K +10,069 +49%
IWC
72
Integrated Wealth Concepts
Massachusetts
$1.96M +$244K +3,822 +14%
WI
73
WBI Investments
New Jersey
$1.92M -$210K -3,287 -10%
CI
74
CX Institutional
Indiana
$1.89M +$1.78M +27,894 +1,675%
MWM
75
Mission Wealth Management
California
$1.84M +$1.3M +20,304 +242%
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