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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

235 hedge funds and large institutions have $993M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 26 closing their positions.

Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.1%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
26
Increased
95
Reduced
60
Closed
26
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
+$389K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$312M
2
Lido Advisors
2
Lido Advisors
California
$64.7M
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$3.58M
4
FSC
4
Full Sail Capital
Oklahoma
$34M
5
NAM
5
NorthCoast Asset Management
Connecticut
$10.3M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$0
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
VC
3
Vicus Capital
Pennsylvania
$3.36M
4
HF
4
Halpern Financial
Virginia
$12.6M
5
MFG
5
Monumental Financial Group
Maryland
$703K
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$1.34M 20,944 – –
LF
77
LifeSteps Financial
California
$1.24M 19,525 +6,620 +51%
AWM
78
AE Wealth Management
Kansas
$1.23M 19,328 +15,248 +374%
TGAM
79
TBH Global Asset Management
Tennessee
$1.22M 19,173 -19,431 -50%
CPA
80
Court Place Advisors
Maryland
$1.18M 18,537 -7 -0%
CAC
81
Certified Advisory Corp
Florida
$1.18M 18,534 -68 -0.4%
SWMP
82
Signature Wealth Management Partners
New Jersey
$1.18M 18,439 +2,711 +17%
TCM
83
Tandem Capital Management
New Jersey
$1.14M 17,839 – –
PAG
84
Private Advisor Group
New Jersey
$1.09M 17,036 +9,209 +118%
CH
85
Canton Hathaway
Rhode Island
$1.03M 16,088 +96 +0.6%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$1.01M 15,893 +204 +1%
PCS
87
Personal CFO Solutions
New Jersey
$1M 15,699 -73,770 -82%
SWM
88
Spire Wealth Management
Virginia
$975K 15,302 -1,476 -9%
CFGS
89
Concourse Financial Group Securities
Alabama
$961K 15,072 +439 +3%
AWA
90
Arkadios Wealth Advisors
Georgia
$916K 14,375 +12,511 +671%
SS
91
Sunbelt Securities
Texas
$905K 14,076 +35 +0.2%
VA
92
Valmark Advisers
Ohio
$899K 14,105 +5,475 +63%
CPSAC
93
Chas P. Smith & Associates (CPS)
Florida
$897K 14,075 -68,710 -83%
PPA
94
Parametric Portfolio Associates
Washington
$896K 14,051 +1,122 +9%
DFG
95
Demars Financial Group
Washington
$878K 13,771 -330 -2%
KOMWMG
96
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$821K 12,874 +1,203 +10%
MA
97
Mutual Advisors
Nebraska
$739K 11,590 +2,186 +23%
EIA
98
Eldridge Investment Advisors
New Hampshire
$708K 11,103 -399 -3%
MFG
99
Monumental Financial Group
Maryland
$703K 11,035 -101,622 -90%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$697K 10,935 -50,223 -82%
2 3
4
5 6