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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.09B invested in Fidelity MSCI Health Care Index ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 76 reducing their positions, and 27 closing their positions.

Holders
275
Holders Change
–
Holders Change %
0%
% of All Funds
4.65%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
29
Increased
104
Reduced
76
Closed
27
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$135K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$18.1M
2
FIM
2
Freedom Investment Management
Connecticut
$13.5M
3
VC
3
Vicus Capital
Pennsylvania
$12.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$43.9M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$293K
2
CI
2
Clal Insurance
Israel
$61.8M
3
RWP
3
RWA Wealth Partners
Massachusetts
$42.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
CW
5
Connectus Wealth
Ohio
$3.85M
Name Market Value Shares Shares
Change 		Shares
Change %
CPA
101
Court Place Advisors
Maryland
$1.07M 17,613 – –
AWM
102
AE Wealth Management
Kansas
$1.05M 17,295 -84 -0.5%
RBFC
103
Roman Butler Fullerton & Co
Missouri
$1.03M 16,576 +23 +0.1%
LWM
104
Loveless Wealth Management
Montana
$1.01M 16,593 +120 +0.7%
MML Investors Services
105
MML Investors Services
Massachusetts
$1M 16,537 -1,502 -8%
CH
106
Canton Hathaway
Rhode Island
$960K 15,829 – –
SWM
107
Spire Wealth Management
Virginia
$957K 15,770 +781 +5%
KWM
108
KerberRose Wealth Management
Wisconsin
$951K 15,682 +15,682 New
CAC
109
Certified Advisory Corp
Florida
$922K 15,191 +1,183 +8%
MCM
110
MAI Capital Management
Ohio
$913K 15,044 +65 +0.4%
Citadel Advisors
111
Citadel Advisors
Florida
$899K 14,810 +14,810 New
ACA
112
Atlas Capital Advisors
Wyoming
$892K 14,708 – –
SS
113
Sunbelt Securities
Texas
$889K 14,648 +2,075 +17%
COCM
114
Charter Oak Capital Management
New Hampshire
$847K 13,960 +6,169 +79%
VWM
115
Venturi Wealth Management
Texas
$823K 13,565 +6,464 +91%
BRWA
116
B. Riley Wealth Advisors
Florida
$821K 13,527 -387 -3%
CAN
117
Cetera Advisor Networks
California
$813K 13,400 +6,636 +98%
AWA
118
Arkadios Wealth Advisors
Georgia
$774K 12,762 -85 -0.7%
EFS
119
Essex Financial Services
Connecticut
$766K 12,621 +8,217 +187%
CPSAC
120
Chas P. Smith & Associates (CPS)
Florida
$723K 11,915 -290 -2%
WA
121
Wealthstar Advisors
Texas
$690K 11,423 +1 +0%
BAM
122
Belpointe Asset Management
Nevada
$645K 10,629 +8,077 +316%
SHIM
123
Stone House Investment Management
Pennsylvania
$636K 10,490 +2,215 +27%
TFA
124
Teamwork Financial Advisors
Texas
$617K 10,165 +781 +8%
Fisher Asset Management
125
Fisher Asset Management
Washington
$616K 10,146 +2,471 +32%
3 4
5
6 7