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Fidelity MSCI Health Care Index ETF
FHLC

286 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% less ownership

Funds ownership: 41.41% → 40.92% (-0.48%)

4% less funds holding

Funds holding: 298 → 286 (-12)

10% less capital invested

Capital invested by funds: $1.31B → $1.17B (-$131M)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

14% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 112

18% less funds holding in top 10

Funds holding in top 10: 17 → 14 (-3)

Holders
286
Holders Change
-12
Holders Change %
-4.03%
% of All Funds
4.56%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
26
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
Connectus Wealth
Ohio
+$9.84M
2
Lido Advisors
Lido Advisors
California
+$5.84M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$4.61M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.28M

Top Sellers

1
LGA
Lebenthal Global Advisors
New York
-$8.22M
2
HighTower Advisors
HighTower Advisors
Illinois
-$5.67M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.34M
4
Osaic Holdings
Osaic Holdings
Arizona
-$5.19M
5
LJAC
L.J. Altfest & Co
New York
-$5.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
76
Yoder Wealth Management
California
$2.19M +$2.21M +35,554 New
BAM
77
Beaumont Asset Management
Texas
$2.17M -$202K -3,253 -8%
FTS
78
Fifth Third Securities
Ohio
$2.12M +$1.67M +26,918 +356%
BCI
79
Brinker Capital Investments
Pennsylvania
$2.06M -$820K -13,213 -28%
OPS
80
Orion Portfolio Solutions
Nebraska
$2.06M +$1.45M +23,304 +227%
JWCA
81
J.W. Cole Advisors
Florida
$1.94M +$33.3K +536 +2%
AAS
82
Ameritas Advisory Services
Nebraska
$1.92M -$1.34M -21,541 -41%
VA
83
Valmark Advisers
Ohio
$1.89M +$294K +4,736 +18%
RSWM
84
Robertson Stephens Wealth Management
California
$1.88M – – –
FTUS
85
Flow Traders U.S.
New York
$1.81M +$1.83M +29,427 New
EH
86
Equitable Holdings
New York
$1.75M +$229K +3,686 +15%
AB
87
Atlas Brown
Kentucky
$1.72M -$22.5K -363 -1%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$1.71M -$655K -10,558 -27%
KPWS
89
Kestra Private Wealth Services
Texas
$1.71M +$11.4K +183 +0.7%
IAN
90
Integrated Advisors Network
Texas
$1.69M +$6.89K +111 +0.4%
PWMG
91
Pinnacle Wealth Management Group
Michigan
$1.67M +$83.6K +1,347 +5%
SCA
92
Southern Capital Advisors
Tennessee
$1.66M +$374K +6,026 +29%
AI
93
Atria Investments
North Carolina
$1.65M -$228K -3,675 -12%
LNC
94
Lincoln National Corp
Pennsylvania
$1.63M -$739K -11,912 -31%
HighTower Advisors
95
HighTower Advisors
Illinois
$1.62M -$5.67M -91,280 -78%
DFG
96
Demars Financial Group
Washington
$1.61M -$19.7K -317 -1%
APWM
97
Atlas Private Wealth Management
New York
$1.57M +$98.8K +1,591 +7%
Goldman Sachs
98
Goldman Sachs
New York
$1.51M -$612K -9,863 -29%
LA
99
Lynch & Associates
Indiana
$1.4M -$40.2K -647 -3%
AT
100
American Trust
Kentucky
$1.36M +$490K +7,899 +473%
2 3
4
5 6