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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

235 hedge funds and large institutions have $993M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 26 closing their positions.

Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.1%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
26
Increased
95
Reduced
60
Closed
26
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
+$389K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$312M
2
Lido Advisors
2
Lido Advisors
California
$64.7M
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$3.58M
4
FSC
4
Full Sail Capital
Oklahoma
$34M
5
NAM
5
NorthCoast Asset Management
Connecticut
$10.3M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$0
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
VC
3
Vicus Capital
Pennsylvania
$3.36M
4
HF
4
Halpern Financial
Virginia
$12.6M
5
MFG
5
Monumental Financial Group
Maryland
$703K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
Wealthstar Advisors
Texas
$690K 10,868 +10,868 New
FA
102
FMA Advisory
Pennsylvania
$660K 10,361 +15 +0.1%
LWM
103
Loveless Wealth Management
Montana
$640K 10,044 +6,289 +167%
EH
104
Equitable Holdings
New York
$636K 9,973 -611 -6%
PP
105
Professional Planning
California
$617K 9,692 -598 -6%
SCP
106
Silverleafe Capital Partners
Tennessee
$567K 8,897 -81 -0.9%
WPP
107
Whalerock Point Partners
Rhode Island
$563K 8,830 +2 +0%
Creative Planning
108
Creative Planning
Kansas
$561K 8,809 -1,387 -14%
NL
109
NWAM LLC
Washington
$543K 8,519 +2,847 +50%
DOA
110
D'Orazio & Associates
Virginia
$535K 8,400 – –
RBFC
111
Roman Butler Fullerton & Co
Missouri
$487K 7,641 +3 +0%
Fisher Asset Management
112
Fisher Asset Management
Washington
$473K 7,414 -1,826 -20%
GWM
113
Geneos Wealth Management
Colorado
$451K 6,985 -58 -0.8%
DLCIG
114
D.L. Carlson Investment Group
New Hampshire
$445K 6,981 -196 -3%
EIP
115
Ellis Investment Partners
Pennsylvania
$436K 6,845 +217 +3%
CAN
116
Cetera Advisor Networks
California
$432K 6,783 +420 +7%
SAM
117
Secure Asset Management
Michigan
$432K 6,782 +3,137 +86%
JIP
118
Jaffetilchin Investment Partners
Florida
$421K 6,612 +123 +2%
IA
119
IFP Advisors
Florida
$416K 6,536 +597 +10%
RIA
120
Regal Investment Advisors
Michigan
$415K 6,507 +6,507 New
HWA
121
Hilltop Wealth Advisors
North Carolina
$384K 6,022 +7 +0.1%
RJA
122
Raymond James & Associates
Florida
$382K 5,991 -383 -6%
COCM
123
Charter Oak Capital Management
New Hampshire
$380K 5,955 +590 +11%
MFM
124
Mirsky Financial Management
New York
$377K 5,912 -79,526 -93%
WA
125
WBH Advisory
Maryland
$363K 5,558 – –
3 4
5
6 7