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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
Lido Advisors
2
Lido Advisors
California
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
SFCL
4
Strengthening Families & Communities LLC
Massachusetts
$8.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.66M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$1.49M 23,527 +12,006 +104%
AB
102
Atlas Brown
Kentucky
$1.43M 22,584 -5,324 -19%
MMA
103
Miracle Mile Advisors
California
$1.36M 21,543 -48,952 -69%
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$1.32M 20,944 – –
WI
105
WBI Investments
New Jersey
$1.28M 20,247 +1,552 +8%
TCM
106
Tandem Capital Management
New Jersey
$1.11M 17,564 -295 -2%
SW
107
SVB Wealth
Massachusetts
$1.11M 17,538 +4 +0%
MML Investors Services
108
MML Investors Services
Massachusetts
$1.08M 17,176 -443 -3%
DWM
109
Dakota Wealth Management
Florida
$1.08M 17,039 -606 -3%
AAS
110
Avantax Advisory Services
Texas
$1.07M 16,889 -1,308 -7%
CPA
111
Court Place Advisors
Maryland
$1.06M 16,813 – –
SS
112
Sunbelt Securities
Texas
$1.05M 16,576 +492 +3%
FA
113
Faithward Advisors
Pennsylvania
$974K 15,205 -550 -3%
MCM
114
MAI Capital Management
Ohio
$971K 15,376 +28 +0.2%
CH
115
Canton Hathaway
Rhode Island
$951K 15,059 – –
COCM
116
Charter Oak Capital Management
New Hampshire
$942K 14,928 +209 +1%
Goldman Sachs
117
Goldman Sachs
New York
$937K 14,851 -9,771 -40%
SWM
118
Spire Wealth Management
Virginia
$931K 14,749 +48 +0.3%
JIP
119
Jaffetilchin Investment Partners
Florida
$884K 14,004 +5,091 +57%
SHIM
120
Stone House Investment Management
Pennsylvania
$835K 13,229 -71 -0.5%
Creative Planning
121
Creative Planning
Kansas
$752K 11,918 +1,681 +16%
WA
122
Wealthstar Advisors
Texas
$739K 11,700 +1 +0%
GCP
123
GSA Capital Partners
United Kingdom
$722K 11,440 -5,533 -33%
AWA
124
Arkadios Wealth Advisors
Georgia
$720K 11,411 -552 -5%
EFS
125
Essex Financial Services
Connecticut
$711K 11,271 -2,450 -18%
3 4
5
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