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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

298 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Health Care Index ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 81 reducing their positions, and 16 closing their positions.

Holders
298
Holders Change
+30
Holders Change %
+11.19%
% of All Funds
4.81%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
53
Increased
108
Reduced
81
Closed
16
Calls
$1.62M
Puts
$480K
Net Calls
+$1.14M
Net Calls Change
+$545K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$59.8M
4
Ameriprise
4
Ameriprise
Minnesota
$23.2M
5
MMA
5
Miracle Mile Advisors
California
$6.64M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$22.7M
2
TGAM
2
TBH Global Asset Management
Tennessee
$3.32M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$6M
4
KAS
4
Kestra Advisory Services
Texas
$8.49M
5
BIA
5
Barry Investment Advisors
Massachusetts
$7.57M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
101
Pinnacle Wealth Management Group
Michigan
$1.66M 25,881 +7 +0%
EH
102
Equitable Holdings
New York
$1.58M 24,726 -741 -3%
APWM
103
Atlas Private Wealth Management
New York
$1.53M 23,888 -544 -2%
LA
104
Lynch & Associates
Indiana
$1.5M 23,379 -1,076 -4%
SWMP
105
Signature Wealth Management Partners
New Jersey
$1.49M 23,297 +65 +0.3%
SW
106
SVB Wealth
Massachusetts
$1.36M 21,185 -57 -0.3%
SCA
107
Southern Capital Advisors
Tennessee
$1.35M 21,023 +13,774 +190%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$1.34M 20,944 – –
DWM
109
Dakota Wealth Management
Florida
$1.24M 19,329 -1,323 -6%
MML Investors Services
110
MML Investors Services
Massachusetts
$1.19M 18,515 -221 -1%
AAS
111
Avantax Advisory Services
Texas
$1.17M 18,295 +7,863 +75%
TCM
112
Tandem Capital Management
New Jersey
$1.15M 18,039 – –
RJT
113
Raymond James Trust
Florida
$1.14M 17,756 -955 -5%
CPA
114
Court Place Advisors
Maryland
$1.13M 17,613 – –
EFS
115
Essex Financial Services
Connecticut
$1.1M 17,232 +5,205 +43%
FA
116
Faithward Advisors
Pennsylvania
$1.03M 16,156 -374 -2%
SS
117
Sunbelt Securities
Texas
$980K 15,317 +32 +0.2%
CH
118
Canton Hathaway
Rhode Island
$957K 14,959 -130 -0.9%
AF
119
Apexium Financial
Texas
$941K 14,703 +1,272 +9%
PFA
120
Pathway Financial Advisers
Indiana
$938K 14,657 +14,657 New
MCM
121
MAI Capital Management
Ohio
$930K 14,534 -389 -3%
LF
122
LifeSteps Financial
California
$884K 13,811 -1,309 -9%
Marshall Wace
123
Marshall Wace
United Kingdom
$877K 13,700 +13,700 New
WI
124
WBI Investments
New Jersey
$874K 13,665 +170 +1%
SHIM
125
Stone House Investment Management
Pennsylvania
$838K 13,099 +2,977 +29%
3 4
5
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