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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

319 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Health Care Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 33 closing their positions.

Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
117
Reduced
113
Closed
33
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
-$183K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$10.5M
2
AM
2
AGF Management
Ontario, Canada
$15.3M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.3M
4
Lido Advisors
4
Lido Advisors
California
$129M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.03M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$241M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.1M
3
TIA
3
Traphagen Investment Advisors
New Jersey
$4.55M
4
AWM
4
Aprio Wealth Management
Georgia
$0
5
RCYC
5
Richard C. Young & Co
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$2.51M 35,946 -1,482 -4%
BAM
77
Beaumont Asset Management
Texas
$2.5M 35,852 +251 +0.7%
JWCA
78
J.W. Cole Advisors
Florida
$2.29M 32,843 +219 +0.7%
Creative Planning
79
Creative Planning
Kansas
$2.26M 32,457 +19,560 +152%
Truist Financial
80
Truist Financial
North Carolina
$2.2M 31,507 -13,097 -29%
RSWM
81
Robertson Stephens Wealth Management
California
$2.13M 30,598 – –
MAM
82
Marotta Asset Management
Virginia
$2.07M 29,700 +2,701 +10%
LA
83
Lynch & Associates
Indiana
$2.06M 29,484 +2,141 +8%
EIA
84
Eldridge Investment Advisors
New Hampshire
$1.94M 27,868 – –
KPWS
85
Kestra Private Wealth Services
Texas
$1.94M 27,742 +77 +0.3%
AAS
86
Ameritas Advisory Services
Nebraska
$1.91M 28,712 +1,537 +6%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$1.88M 26,974 +1,625 +6%
SWMP
88
Signature Wealth Management Partners
New Jersey
$1.84M 26,309 +679 +3%
MWM
89
Mascoma Wealth Management
New Hampshire
$1.83M 26,178 -7,975 -23%
KIG
90
Kowal Investment Group
Wisconsin
$1.77M 25,314 -368 -1%
AB
91
Atlas Brown
Kentucky
$1.58M 22,636 -99 -0.4%
VWM
92
VCI Wealth Management
Missouri
$1.52M 21,835 -4,093 -16%
BFA
93
Beaumont Financial Advisors
Massachusetts
$1.51M 21,612 -3,537 -14%
Pathstone Holdings
94
Pathstone Holdings
New Jersey
$1.48M 21,236 +11,748 +124%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$1.46M 20,944 – –
PS
96
Principal Securities
Iowa
$1.46M 20,856 +1,745 +9%
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$1.45M 20,819 -3,634 -15%
BWM
98
Birchcreek Wealth Management
Ohio
$1.45M 20,768 -2,654 -11%
COCM
99
Charter Oak Capital Management
New Hampshire
$1.43M 20,532 +281 +1%
KIA
100
KCM Investment Advisors
California
$1.39M 19,964 +6 +0%
2 3
4
5 6