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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 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 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
2
Lido Advisors
California
$92.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.1M
5
LJAC
5
L.J. Altfest & Co
New York
$282K
Name Market Value Shares Shares
Change 		Shares
Change %
YWM
76
Yoder Wealth Management
California
$2.19M 35,554 +35,554 New
BAM
77
Beaumont Asset Management
Texas
$2.17M 35,291 -3,253 -8%
FTS
78
Fifth Third Securities
Ohio
$2.12M 34,474 +26,918 +356%
BCI
79
Brinker Capital Investments
Pennsylvania
$2.06M 33,562 -13,213 -28%
OPS
80
Orion Portfolio Solutions
Nebraska
$2.06M 33,562 +23,304 +227%
JWCA
81
J.W. Cole Advisors
Florida
$1.94M 31,539 +536 +2%
AAS
82
Ameritas Advisory Services
Nebraska
$1.92M 31,165 -21,541 -41%
VA
83
Valmark Advisers
Ohio
$1.89M 30,680 +4,736 +18%
RSWM
84
Robertson Stephens Wealth Management
California
$1.88M 30,598 – –
FTUS
85
Flow Traders U.S.
New York
$1.81M 29,427 +29,427 New
EH
86
Equitable Holdings
New York
$1.75M 28,412 +3,686 +15%
AB
87
Atlas Brown
Kentucky
$1.72M 27,908 -363 -1%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$1.71M 27,892 -10,558 -27%
KPWS
89
Kestra Private Wealth Services
Texas
$1.71M 27,805 +183 +0.7%
IAN
90
Integrated Advisors Network
Texas
$1.69M 27,549 +111 +0.4%
PWMG
91
Pinnacle Wealth Management Group
Michigan
$1.67M 27,228 +1,347 +5%
SCA
92
Southern Capital Advisors
Tennessee
$1.66M 27,049 +6,026 +29%
AI
93
Atria Investments
North Carolina
$1.65M 26,906 -3,675 -12%
LNC
94
Lincoln National Corp
Pennsylvania
$1.63M 26,569 -11,912 -31%
HighTower Advisors
95
HighTower Advisors
Illinois
$1.62M 26,391 -91,280 -78%
DFG
96
Demars Financial Group
Washington
$1.61M 26,126 -317 -1%
APWM
97
Atlas Private Wealth Management
New York
$1.57M 25,479 +1,591 +7%
Goldman Sachs
98
Goldman Sachs
New York
$1.51M 24,622 -9,863 -29%
LA
99
Lynch & Associates
Indiana
$1.4M 22,732 -647 -3%
AT
100
American Trust
Kentucky
$1.36M 9,569 +7,899 +473%
2 3
4
5 6