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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 70 reducing their positions, and 21 closing their positions.

Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
70
Closed
21
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
-$52K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$254M
2
BIA
2
Barry Investment Advisors
Massachusetts
$10.3M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.6M
4
LGA
4
Lebenthal Global Advisors
New York
$19.3M
5
CW
5
Connectus Wealth
Ohio
$8.17M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$4.77M
2
SG
2
StoneX Group
New York
$2.65M
3
KCM
3
Karp Capital Management
California
$9.23M
4
SPC
4
Sigma Planning Corp
Michigan
$7.34M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.92M
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$1.83M 27,812 +367 +1%
BAM
77
Beaumont Asset Management
Texas
$1.81M 27,557 +1,493 +6%
Goldman Sachs
78
Goldman Sachs
New York
$1.76M 26,826 -8,017 -23%
QAM
79
Q3 Asset Management
Michigan
$1.75M 26,468 +26,468 New
MFG
80
Monumental Financial Group
Maryland
$1.74M 26,422 +5,348 +25%
PPA
81
Parametric Portfolio Associates
Washington
$1.61M 24,580 +731 +3%
SW
82
SVB Wealth
Massachusetts
$1.55M 23,612 -5,622 -19%
APWM
83
Atlas Private Wealth Management
New York
$1.54M 23,440 +412 +2%
CA
84
Crumly & Associates
Illinois
$1.53M 23,232 -958 -4%
LA
85
Lynch & Associates
Indiana
$1.52M 23,154 +673 +3%
LF
86
LifeSteps Financial
California
$1.45M 22,093 -1,128 -5%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.38M 20,944 – –
SWMP
88
Signature Wealth Management Partners
New Jersey
$1.37M 20,899 +732 +4%
LB
89
Leo Brokerage
Texas
$1.28M 19,542 +19,542 New
FA
90
Faithward Advisors
Pennsylvania
$1.23M 18,675 +60 +0.3%
VA
91
Valmark Advisers
Ohio
$1.22M 18,630 +1,157 +7%
FIM
92
Freedom Investment Management
Connecticut
$1.22M 18,631 +4,489 +32%
DFG
93
Demars Financial Group
Washington
$1.2M 18,252 +4,397 +32%
MML Investors Services
94
MML Investors Services
Massachusetts
$1.18M 18,039 +2,584 +17%
TCM
95
Tandem Capital Management
New Jersey
$1.18M 18,339 +230 +1%
HAS
96
HBW Advisory Services
California
$1.16M 17,724 +14,013 +378%
CPA
97
Court Place Advisors
Maryland
$1.16M 17,613 -3,340 -16%
AWM
98
AE Wealth Management
Kansas
$1.14M 17,379 -2,615 -13%
WA
99
Win Advisors
Florida
$1.14M 17,299 +17,299 New
RBFC
100
Roman Butler Fullerton & Co
Missouri
$1.09M 16,553 -3,121 -16%
2 3
4
5 6