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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

325 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Health Care Index ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 21 closing their positions.

Holders
325
Holders Change
+33
Holders Change %
+11.3%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
57
Increased
100
Reduced
118
Closed
21
Calls
$518K
Puts
–
Net Calls
+$518K
Net Calls Change
+$142K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
AWM
2
Aprio Wealth Management
Georgia
$7.18M
3
RCYC
3
Richard C. Young & Co
Rhode Island
$6.77M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.49M
5
Bank of America
5
Bank of America
North Carolina
$14.8M

Top Sellers

1
FSC
1
Full Sail Capital
Oklahoma
$18.9M
2
Ameriprise
2
Ameriprise
Minnesota
$6.95M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$5.64M
4
CW
4
Connectus Wealth
Ohio
$0
5
SFCL
5
Strengthening Families & Communities LLC
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
76
RFG Advisory
Alabama
$2.24M 34,653 +4,116 +13%
MWM
77
Mascoma Wealth Management
New Hampshire
$2.21M 34,153 -15,848 -32%
ACA
78
Atlas Capital Advisors
Wyoming
$2.14M 33,034 -8,714 -21%
JWCA
79
J.W. Cole Advisors
Florida
$2.11M 32,624 +1,218 +4%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$2.07M 31,964 +6,091 +24%
RSWM
81
Robertson Stephens Wealth Management
California
$1.98M 30,598 – –
AAS
82
Ameritas Advisory Services
Nebraska
$1.85M 27,175 -56 -0.2%
EIA
83
Eldridge Investment Advisors
New Hampshire
$1.8M 27,868 +18,928 +212%
KPWS
84
Kestra Private Wealth Services
Texas
$1.79M 27,665 -619 -2%
LA
85
Lynch & Associates
Indiana
$1.77M 27,343 +2,034 +8%
MAM
86
Marotta Asset Management
Virginia
$1.75M 26,999 +10,199 +61%
VWM
87
VCI Wealth Management
Missouri
$1.68M 25,928 +25,928 New
KIG
88
Kowal Investment Group
Wisconsin
$1.66M 25,682 +25,682 New
SWMP
89
Signature Wealth Management Partners
New Jersey
$1.66M 25,630 -103 -0.4%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$1.64M 25,349 +7,328 +41%
BFA
91
Beaumont Financial Advisors
Massachusetts
$1.63M 25,149 +20,992 +505%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$1.58M 24,453 +802 +3%
LNC
93
Lincoln National Corp
Pennsylvania
$1.58M 24,450 +865 +4%
Citadel Advisors
94
Citadel Advisors
Florida
$1.57M 24,207 -35,864 -60%
HighTower Advisors
95
HighTower Advisors
Illinois
$1.54M 23,832 +779 +3%
BWM
96
Birchcreek Wealth Management
Ohio
$1.52M 23,422 -1,753 -7%
AB
97
Atlas Brown
Kentucky
$1.47M 22,735 -210 -0.9%
SS
98
Sunbelt Securities
Texas
$1.41M 21,853 +240 +1%
WI
99
WBI Investments
New Jersey
$1.41M 21,808 -24 -0.1%
AI
100
Atria Investments
North Carolina
$1.38M 21,307 -1,790 -8%
2 3
4
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