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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

292 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
106
Reduced
112
Closed
24
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
FIM
2
Freedom Investment Management
Connecticut
$9.28M
3
Lido Advisors
3
Lido Advisors
California
$102M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$3.89M
5
HI
5
Harbour Investments
Wisconsin
$26.5M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$4.61M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$772K
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.39M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$1.29M 21,262 +4,086 +24%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$1.27M 20,944 – –
MMA
103
Miracle Mile Advisors
California
$1.21M 19,959 -1,584 -7%
NS
104
NBC Securities
Alabama
$1.11M 18,321 +18,321 New
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$1.09M 18,021 +18,021 New
TCM
106
Tandem Capital Management
New Jersey
$1.05M 17,362 -202 -1%
SW
107
SVB Wealth
Massachusetts
$1.03M 16,965 -573 -3%
DWM
108
Dakota Wealth Management
Florida
$1.02M 16,854 -185 -1%
MAM
109
Marotta Asset Management
Virginia
$1.02M 16,800 +10,448 +164%
TRCT
110
Tower Research Capital (TRC)
New York
$1.02M 16,771 -7,370 -31%
CPA
111
Court Place Advisors
Maryland
$1.01M 16,713 -100 -0.6%
NL
112
NWAM LLC
Washington
$1.01M 16,647 +8,080 +94%
AAS
113
Avantax Advisory Services
Texas
$997K 16,455 -434 -3%
APWM
114
Atlas Private Wealth Management
New York
$957K 15,789 -9,878 -38%
SWM
115
Spire Wealth Management
Virginia
$931K 15,368 +619 +4%
FA
116
Faithward Advisors
Pennsylvania
$907K 15,311 +106 +0.7%
PFA
117
Pathway Financial Advisers
Indiana
$904K 14,914 +14,914 New
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$891K 14,702 -33,089 -69%
MCM
119
MAI Capital Management
Ohio
$887K 14,638 -738 -5%
COCM
120
Charter Oak Capital Management
New Hampshire
$882K 14,566 -362 -2%
CH
121
Canton Hathaway
Rhode Island
$870K 14,359 -700 -5%
JIP
122
Jaffetilchin Investment Partners
Florida
$847K 13,987 -17 -0.1%
Fisher Asset Management
123
Fisher Asset Management
Washington
$807K 13,327 +2,510 +23%
PAG
124
Private Advisor Group
New Jersey
$796K 13,147 -10,380 -44%
AWA
125
Arkadios Wealth Advisors
Georgia
$794K 13,106 +1,695 +15%
3 4
5
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