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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
Lido Advisors
2
Lido Advisors
California
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
SFCL
4
Strengthening Families & Communities LLC
Massachusetts
$8.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.66M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Market Value Shares Shares
Change 		Shares
Change %
YWM
76
Yoder Wealth Management
California
$2.38M 37,638 +2,084 +6%
FTS
77
Fifth Third Securities
Ohio
$2.34M 37,148 +2,674 +8%
ACA
78
Atlas Capital Advisors
Wyoming
$2.31M 36,597 -198 -0.5%
SIA
79
Soltis Investment Advisors
Utah
$2.3M 36,371 -1,315 -3%
Prudential Financial
80
Prudential Financial
New Jersey
$2.22M 35,195 -21,894 -38%
BAM
81
Beaumont Asset Management
Texas
$2.22M 35,140 -151 -0.4%
VA
82
Valmark Advisers
Ohio
$2.08M 32,914 +2,234 +7%
JWCA
83
J.W. Cole Advisors
Florida
$2.01M 31,790 +251 +0.8%
RSWM
84
Robertson Stephens Wealth Management
California
$1.93M 30,598 – –
Mariner
85
Mariner
Kansas
$1.88M 29,806 -5,933 -17%
KPWS
86
Kestra Private Wealth Services
Texas
$1.78M 28,221 +416 +1%
FIM
87
Freedom Investment Management
Connecticut
$1.76M 27,837 -189,844 -87%
LNC
88
Lincoln National Corp
Pennsylvania
$1.73M 27,414 +845 +3%
HighTower Advisors
89
HighTower Advisors
Illinois
$1.73M 27,417 +1,026 +4%
IAN
90
Integrated Advisors Network
Texas
$1.72M 27,236 -313 -1%
AAS
91
Ameritas Advisory Services
Nebraska
$1.72M 27,976 -3,189 -10%
PWMG
92
Pinnacle Wealth Management Group
Michigan
$1.67M 26,517 -711 -3%
DFG
93
Demars Financial Group
Washington
$1.63M 25,895 -231 -0.9%
SWMP
94
Signature Wealth Management Partners
New Jersey
$1.63M 25,827 +4,503 +21%
APWM
95
Atlas Private Wealth Management
New York
$1.62M 25,667 +188 +0.7%
EH
96
Equitable Holdings
New York
$1.58M 25,079 -3,333 -12%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$1.57M 24,925 -2,967 -11%
IA
98
IFP Advisors
Florida
$1.54M 24,444 +169 +0.7%
TRCT
99
Tower Research Capital (TRC)
New York
$1.52M 24,141 +3,658 +18%
LA
100
Lynch & Associates
Indiana
$1.52M 24,080 +1,348 +6%
2 3
4
5 6