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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
2
Lido Advisors
California
$92.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.1M
5
LJAC
5
L.J. Altfest & Co
New York
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMP
101
Signature Wealth Management Partners
New Jersey
$1.31M -$121K -1,973 -8%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$1.29M – – –
TRCT
103
Tower Research Capital (TRC)
New York
$1.26M +$826K +13,442 +191%
WI
104
WBI Investments
New Jersey
$1.15M +$309K +5,030 +37%
AAS
105
Avantax Advisory Services
Texas
$1.12M -$6.02K -98 -0.5%
TCM
106
Tandem Capital Management
New Jersey
$1.1M -$11.1K -180 -1%
RJT
107
Raymond James Trust
Florida
$1.09M – – –
DWM
108
Dakota Wealth Management
Florida
$1.08M -$104K -1,684 -9%
MML Investors Services
109
MML Investors Services
Massachusetts
$1.08M -$55.1K -896 -5%
SW
110
SVB Wealth
Massachusetts
$1.08M -$224K -3,651 -17%
GCP
111
GSA Capital Partners
United Kingdom
$1.04M +$1.04M +16,973 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$1.03M +$904K +14,710 +693%
CPA
113
Court Place Advisors
Maryland
$1.03M -$49.2K -800 -5%
IA
114
IFP Advisors
Florida
$1M -$805K -19,536 -45%
FA
115
Faithward Advisors
Pennsylvania
$993K -$25.3K -401 -2%
SS
116
Sunbelt Securities
Texas
$977K +$46.6K +767 +5%
MCM
117
MAI Capital Management
Ohio
$943K +$50K +814 +6%
Citadel Advisors
118
Citadel Advisors
Florida
$939K -$1.68M -27,282 -64%
CH
119
Canton Hathaway
Rhode Island
$926K +$6.15K +100 +0.7%
PFA
120
Pathway Financial Advisers
Indiana
$922K +$21K +341 +2%
COCM
121
Charter Oak Capital Management
New Hampshire
$905K +$199K +3,241 +28%
SWM
122
Spire Wealth Management
Virginia
$904K +$126K +2,047 +16%
AF
123
Apexium Financial
Texas
$875K -$28.8K -469 -3%
EFS
124
Essex Financial Services
Connecticut
$843K -$216K -3,511 -20%
SHIM
125
Stone House Investment Management
Pennsylvania
$818K +$12.4K +201 +2%
3 4
5
6 7