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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

292 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
106
Reduced
112
Closed
24
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
FIM
2
Freedom Investment Management
Connecticut
$9.28M
3
Lido Advisors
3
Lido Advisors
California
$102M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$3.89M
5
HI
5
Harbour Investments
Wisconsin
$26.5M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$4.61M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$772K
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.39M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
76
Orion Portfolio Solutions
Nebraska
$2.39M 39,387 -72,243 -65%
BCI
77
Brinker Capital Investments
Pennsylvania
$2.39M 39,387 -72,243 -65%
FTS
78
Fifth Third Securities
Ohio
$2.13M 35,118 -2,030 -5%
BAM
79
Beaumont Asset Management
Texas
$2.12M 35,052 -88 -0.3%
VA
80
Valmark Advisers
Ohio
$2.1M 34,709 +1,795 +5%
SIA
81
Soltis Investment Advisors
Utah
$1.97M 32,523 -3,848 -11%
EH
82
Equitable Holdings
New York
$1.93M 31,869 +6,790 +27%
JWCA
83
J.W. Cole Advisors
Florida
$1.9M 31,406 -384 -1%
Mariner
84
Mariner
Kansas
$1.9M 31,373 +1,567 +5%
RSWM
85
Robertson Stephens Wealth Management
California
$1.85M 30,598 – –
RA
86
RFG Advisory
Alabama
$1.85M 30,537 -27,012 -47%
KPWS
87
Kestra Private Wealth Services
Texas
$1.71M 28,284 +63 +0.2%
AAS
88
Ameritas Advisory Services
Nebraska
$1.65M 27,231 -745 -3%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$1.57M 25,873 +948 +4%
SWMP
90
Signature Wealth Management Partners
New Jersey
$1.56M 25,733 -94 -0.4%
LA
91
Lynch & Associates
Indiana
$1.53M 25,309 +1,229 +5%
BWM
92
Birchcreek Wealth Management
Ohio
$1.53M 25,175 -13,796 -35%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$1.43M 23,651 +23,651 New
LNC
94
Lincoln National Corp
Pennsylvania
$1.43M 23,585 -3,829 -14%
AI
95
Atria Investments
North Carolina
$1.4M 23,097 +23,097 New
HighTower Advisors
96
HighTower Advisors
Illinois
$1.39M 23,053 -4,364 -16%
AB
97
Atlas Brown
Kentucky
$1.39M 22,945 +361 +2%
WI
98
WBI Investments
New Jersey
$1.32M 21,832 +1,585 +8%
DFG
99
Demars Financial Group
Washington
$1.31M 21,683 -4,212 -16%
SS
100
Sunbelt Securities
Texas
$1.31M 21,613 +5,037 +30%
2 3
4
5 6