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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$10.4M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$7.27M
3
Lido Advisors
3
Lido Advisors
California
$133M
4
HI
4
Harbour Investments
Wisconsin
$42.8M
5
ST
5
Spinnaker Trust
Maine
$4.33M

Top Sellers

1
CI
1
Clal Insurance
Israel
$22.3M
2
AWM
2
AE Wealth Management
Kansas
$8.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIA
76
Traphagen Investment Advisors
New Jersey
$2.54M 37,080 -28,096 -43%
BAM
77
Beaumont Asset Management
Texas
$2.45M 35,662 -190 -0.5%
IAN
78
Integrated Advisors Network
Texas
$2.39M 34,795 -5,307 -13%
MAM
79
Marotta Asset Management
Virginia
$2.38M 34,923 +5,223 +18%
Mariner
80
Mariner
Kansas
$2.3M 33,458 -2,488 -7%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$2.29M 33,371 +6,397 +24%
JWCA
82
J.W. Cole Advisors
Florida
$2.26M 32,951 +108 +0.3%
LA
83
Lynch & Associates
Indiana
$2.09M 30,465 +981 +3%
Truist Financial
84
Truist Financial
North Carolina
$2.07M 30,180 -1,327 -4%
BWM
85
Buska Wealth Management
Wisconsin
$1.96M 28,511 -8,604 -23%
AAS
86
Ameritas Advisory Services
Nebraska
$1.93M 28,153 -559 -2%
KPWS
87
Kestra Private Wealth Services
Texas
$1.9M 27,714 -28 -0.1%
Creative Planning
88
Creative Planning
Kansas
$1.88M 27,457 -5,000 -15%
EIA
89
Eldridge Investment Advisors
New Hampshire
$1.82M 26,489 -1,379 -5%
SWMP
90
Signature Wealth Management Partners
New Jersey
$1.74M 25,434 -875 -3%
PS
91
Principal Securities
Iowa
$1.71M 24,911 +4,055 +19%
KIG
92
Kowal Investment Group
Wisconsin
$1.62M 23,557 -1,757 -7%
AB
93
Atlas Brown
Kentucky
$1.58M 22,994 +358 +2%
Pathstone Holdings
94
Pathstone Holdings
New Jersey
$1.48M 21,600 +364 +2%
BFA
95
Beaumont Financial Advisors
Massachusetts
$1.47M 21,403 -209 -1%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$1.45M 21,097 +153 +0.7%
KIA
97
KCM Investment Advisors
California
$1.37M 19,964 – –
COCM
98
Charter Oak Capital Management
New Hampshire
$1.34M 19,483 -1,049 -5%
Two Sigma Investments
99
Two Sigma Investments
New York
$1.32M 19,300 +19,300 New
BWM
100
Birchcreek Wealth Management
Ohio
$1.27M 18,451 -2,317 -11%
2 3
4
5 6