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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

330 hedge funds and large institutions have $946M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 33 closing their positions.

Holders
330
Holders Change
+18
Holders Change %
+5.77%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
59
Increased
112
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$9.44M
2
LPL Financial
2
LPL Financial
California
$33.8M
3
DFG
3
Demars Financial Group
Washington
$8.53M
4
LA
4
Lifeworks Advisors
Michigan
$14M
5
AM
5
AGF Management
Ontario, Canada
$39M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.22M
3
SFCL
3
Strengthening Families & Communities LLC
Massachusetts
$513K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$526K
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$2.14M 32,708 -31,351 -49%
LA
77
Lynch & Associates
Indiana
$2.13M 32,643 +281 +0.9%
Creative Planning
78
Creative Planning
Kansas
$2.06M 31,584 +3,117 +11%
Mariner
79
Mariner
Kansas
$2.05M 31,296 -3,787 -11%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$1.96M 30,030 +8,414 +39%
BI
81
Beckerman Institutional
New Jersey
$1.92M 29,414 -65 -0.2%
AAS
82
Ameritas Advisory Services
Nebraska
$1.87M 28,619 +1,441 +5%
RF
83
Roxbury Financial
New Jersey
$1.87M 26,572 +26,572 New
KPWM
84
KDK Private Wealth Management
Texas
$1.86M 28,463 +28,463 New
MWM
85
Modern Wealth Management
Kansas
$1.84M 28,123 +28,123 New
HighTower Advisors
86
HighTower Advisors
Illinois
$1.79M 27,423 -101,423 -79%
KPWS
87
Kestra Private Wealth Services
Texas
$1.76M 26,969 -44 -0.2%
IAN
88
Integrated Advisors Network
Texas
$1.68M 25,702 -1,303 -5%
PFS
89
Prospect Financial Services
New York
$1.64M 25,057 +17,905 +250%
AFM
90
Aspetuck Financial Management
Connecticut
$1.54M 23,627 +23,627 New
SWMP
91
Signature Wealth Management Partners
New Jersey
$1.46M 22,292 -782 -3%
AB
92
Atlas Brown
Kentucky
$1.45M 22,242 -834 -4%
TIA
93
Traphagen Investment Advisors
New Jersey
$1.42M 21,680 -6,592 -23%
AAP
94
Arax Advisory Partners
Colorado
$1.41M 21,588 +21,588 New
OPS
95
Orion Portfolio Solutions
Nebraska
$1.41M 21,550 +8,659 +67%
BCI
96
Brinker Capital Investments
Pennsylvania
$1.41M 21,550 +8,659 +67%
VWM
97
VCI Wealth Management
Missouri
$1.37M 20,969 +4,707 +29%
PS
98
Principal Securities
Iowa
$1.35M 20,600 -617 -3%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$1.25M 19,167 -1,930 -9%
BWM
100
Buska Wealth Management
Wisconsin
$1.22M 18,620 -3,813 -17%
2 3
4
5 6