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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

325 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Health Care Index ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 21 closing their positions.

Holders
325
Holders Change
+33
Holders Change %
+11.3%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
57
Increased
100
Reduced
118
Closed
21
Calls
$518K
Puts
–
Net Calls
+$518K
Net Calls Change
+$142K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
AWM
2
Aprio Wealth Management
Georgia
$7.18M
3
RCYC
3
Richard C. Young & Co
Rhode Island
$6.77M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.49M
5
Bank of America
5
Bank of America
North Carolina
$14.8M

Top Sellers

1
FSC
1
Full Sail Capital
Oklahoma
$18.9M
2
Ameriprise
2
Ameriprise
Minnesota
$6.95M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$5.64M
4
CW
4
Connectus Wealth
Ohio
$0
5
SFCL
5
Strengthening Families & Communities LLC
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NL
101
NWAM LLC
Washington
$1.36M 20,974 +4,327 +26%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$1.36M 20,944 – –
COCM
103
Charter Oak Capital Management
New Hampshire
$1.31M 20,251 +5,685 +39%
MML Investors Services
104
MML Investors Services
Massachusetts
$1.31M 20,234 -1,028 -5%
KIA
105
KCM Investment Advisors
California
$1.29M 19,958 +16,620 +498%
Jane Street
106
Jane Street
New York
$1.25M 19,300 -22,506 -54%
PS
107
Principal Securities
Iowa
$1.24M 19,111 +19,111 New
NS
108
NBC Securities
Alabama
$1.22M 18,884 +563 +3%
MMA
109
Miracle Mile Advisors
California
$1.21M 18,665 -1,294 -6%
DWM
110
Dakota Wealth Management
Florida
$1.09M 16,904 +50 +0.3%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$1.07M 16,465 +9,377 +132%
GCP
112
GSA Capital Partners
United Kingdom
$1.05M 16,160 +16,160 New
CPA
113
Court Place Advisors
Maryland
$1.04M 16,088 -625 -4%
ERWM
114
Elk River Wealth Management
Colorado
$1.01M 15,658 +15,658 New
SWM
115
Spire Wealth Management
Virginia
$999K 15,178 -190 -1%
PFA
116
Pathway Financial Advisers
Indiana
$995K 15,382 +468 +3%
TCM
117
Tandem Capital Management
New Jersey
$995K 15,377 -1,985 -11%
AAS
118
Avantax Advisory Services
Texas
$974K 15,049 -1,406 -9%
MCM
119
MAI Capital Management
Ohio
$933K 14,418 -220 -2%
RPGK
120
Retirement Planning Group (Kansas)
Kansas
$901K 13,933 +13,933 New
JIP
121
Jaffetilchin Investment Partners
Florida
$900K 13,909 -78 -0.6%
PAG
122
Private Advisor Group
New Jersey
$893K 13,798 +651 +5%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$868K 13,412 -1,290 -9%
CH
124
Canton Hathaway
Rhode Island
$863K 13,343 -1,016 -7%
SW
125
SVB Wealth
Massachusetts
$861K 13,317 -3,648 -22%
3 4
5
6 7