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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

298 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Health Care Index ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 81 reducing their positions, and 16 closing their positions.

Holders
298
Holders Change
+30
Holders Change %
+11.19%
% of All Funds
4.81%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
53
Increased
108
Reduced
81
Closed
16
Calls
$1.62M
Puts
$480K
Net Calls
+$1.14M
Net Calls Change
+$545K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$59.8M
4
Ameriprise
4
Ameriprise
Minnesota
$23.2M
5
MMA
5
Miracle Mile Advisors
California
$6.64M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$22.7M
2
TGAM
2
TBH Global Asset Management
Tennessee
$3.32M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$6M
4
KAS
4
Kestra Advisory Services
Texas
$8.49M
5
BIA
5
Barry Investment Advisors
Massachusetts
$7.57M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$2.67M 41,797 +41,745 +80,279%
AWMS
77
Advocacy Wealth Management Services
Georgia
$2.65M 41,374 +1,035 +3%
MWM
78
Maltin Wealth Management
New Jersey
$2.63M 41,127 +2,481 +6%
AM
79
AGF Management
Ontario, Canada
$2.62M 40,986 +40,986 New
BFA
80
Beaumont Financial Advisors
Massachusetts
$2.53M 39,513 +34,686 +719%
BAM
81
Beaumont Asset Management
Texas
$2.47M 38,544 +1,880 +5%
LNC
82
Lincoln National Corp
Pennsylvania
$2.46M 38,481 -4,565 -11%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$2.46M 38,450 +38,450 New
SSWM
84
Smith Salley Wealth Management
North Carolina
$2.38M 37,165 -372 -1%
Mariner
85
Mariner
Kansas
$2.34M 36,529 -1,591 -4%
SCA
86
Snowden Capital Advisors
New York
$2.33M 36,358 -4,583 -11%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$2.3M 35,891 -5,883 -14%
Goldman Sachs
88
Goldman Sachs
New York
$2.21M 34,485 -1,886 -5%
PAG
89
Private Advisor Group
New Jersey
$2.01M 43,357 +32,709 +307%
JWCA
90
J.W. Cole Advisors
Florida
$1.98M 31,003 +577 +2%
RSWM
91
Robertson Stephens Wealth Management
California
$1.96M 30,598 – –
AI
92
Atria Investments
North Carolina
$1.96M 30,581 +221 +0.7%
FAM
93
Forte Asset Management
New York
$1.85M 28,957 +28,957 New
IA
94
IFP Advisors
Florida
$1.85M 43,811 -1,636 -4%
AB
95
Atlas Brown
Kentucky
$1.81M 28,271 -768 -3%
SG
96
StoneX Group
New York
$1.8M 28,104 -1,738 -6%
KPWS
97
Kestra Private Wealth Services
Texas
$1.77M 27,622 -369 -1%
IAN
98
Integrated Advisors Network
Texas
$1.76M 27,438 -3,002 -10%
DFG
99
Demars Financial Group
Washington
$1.69M 26,443 +1,125 +4%
VA
100
Valmark Advisers
Ohio
$1.66M 25,944 +1,218 +5%
2 3
4
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