FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

236 hedge funds and large institutions have $953M invested in Fidelity MSCI Health Care Index ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
236
Holders Change
+17
Holders Change %
+7.76%
% of All Funds
4.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
35
Increased
95
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$279M
2
Lido Advisors
2
Lido Advisors
California
$53.9M
3
TIA
3
Traphagen Investment Advisors
New Jersey
$15.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.75M
5
IAN
5
Integrated Advisors Network
Texas
$3.43M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$9.29M
2
Truist Financial
2
Truist Financial
North Carolina
$7.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.1M
4
RWP
4
RWA Wealth Partners
Massachusetts
$39.7M
5
KPWG
5
KFA Private Wealth Group
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
76
Beaumont Asset Management
Texas
$1.37M 23,317 +946 +4%
APWM
77
Atlas Private Wealth Management
New York
$1.37M 23,223 +2,530 +12%
JWCA
78
J.W. Cole Advisors
Florida
$1.35M 22,837 +1,164 +5%
LA
79
Lynch & Associates
Indiana
$1.34M 22,719 +1,678 +8%
SSWM
80
Smith Salley Wealth Management
North Carolina
$1.3M 22,116 +389 +2%
FHA
81
Flagship Harbor Advisors
Massachusetts
$1.29M 21,849 +348 +2%
IRC
82
Investors Research Corp
Georgia
$1.24M 21,024 +9,840 +88%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$1.24M 20,944 – –
MML Investors Services
84
MML Investors Services
Massachusetts
$1.13M 19,135 +1,721 +10%
CAC
85
Certified Advisory Corp
Florida
$1.1M 18,602 +18,602 New
CPA
86
Court Place Advisors
Maryland
$1.09M 18,544 +4 +0%
TCM
87
Tandem Capital Management
New Jersey
$1.05M 17,839 – –
SWM
88
Spire Wealth Management
Virginia
$989K 16,778 +16,778 New
CH
89
Canton Hathaway
Rhode Island
$943K 15,992 +100 +0.6%
SWMP
90
Signature Wealth Management Partners
New Jersey
$927K 15,728 +667 +4%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$925K 15,689 -1,843 -11%
CA
92
Crumly & Associates
Illinois
$884K 14,986 +4,818 +47%
CFGS
93
Concourse Financial Group Securities
Alabama
$863K 14,633 -57,267 -80%
DFG
94
Demars Financial Group
Washington
$831K 14,101 -663 -4%
SS
95
Sunbelt Securities
Texas
$828K 14,041 +917 +7%
PPA
96
Parametric Portfolio Associates
Washington
$762K 12,929 +2,108 +19%
LF
97
LifeSteps Financial
California
$761K 12,905 +6,686 +108%
FP
98
Financial Perspectives
Minnesota
$718K 42,361 +41,745 +6,777%
KOMWMG
99
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$688K 11,671 +12 +0.1%
EIA
100
Eldridge Investment Advisors
New Hampshire
$678K 11,502 +566 +5%
2 3
4
5 6