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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

319 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Health Care Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 33 closing their positions.

Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
117
Reduced
113
Closed
33
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
-$183K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$10.5M
2
AM
2
AGF Management
Ontario, Canada
$15.3M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.3M
4
Lido Advisors
4
Lido Advisors
California
$129M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.03M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$241M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.1M
3
TIA
3
Traphagen Investment Advisors
New Jersey
$4.55M
4
AWM
4
Aprio Wealth Management
Georgia
$0
5
RCYC
5
Richard C. Young & Co
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SS
101
Sunbelt Securities
Texas
$1.38M 19,737 -2,116 -10%
LAS
102
Lloyd Advisory Services
Georgia
$1.34M 28,212 +28,212 New
NS
103
NBC Securities
Alabama
$1.26M 18,046 -838 -4%
RJA
104
Raymond James & Associates
Florida
$1.25M 17,960 +7,959 +80%
PAG
105
Private Advisor Group
New Jersey
$1.25M 17,880 +4,082 +30%
MML Investors Services
106
MML Investors Services
Massachusetts
$1.24M 17,708 -2,526 -12%
DWM
107
Dakota Wealth Management
Florida
$1.17M 16,779 -125 -0.7%
CPA
108
Court Place Advisors
Maryland
$1.1M 15,738 -350 -2%
TCM
109
Tandem Capital Management
New Jersey
$1.09M 15,577 +200 +1%
GCP
110
GSA Capital Partners
United Kingdom
$1.08M 15,511 -649 -4%
SWM
111
Spire Wealth Management
Virginia
$1.06M 15,194 +16 +0.1%
AAS
112
Avantax Advisory Services
Texas
$1.03M 14,816 -233 -2%
MCM
113
MAI Capital Management
Ohio
$1.03M 14,725 +307 +2%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$1.02M 14,636 +1,224 +9%
PFA
115
Pathway Financial Advisers
Indiana
$990K 14,188 -1,194 -8%
MMA
116
Miracle Mile Advisors
California
$983K 14,092 -4,573 -25%
JIP
117
Jaffetilchin Investment Partners
Florida
$940K 13,469 -440 -3%
CH
118
Canton Hathaway
Rhode Island
$919K 13,173 -170 -1%
RPGK
119
Retirement Planning Group (Kansas)
Kansas
$911K 13,050 -883 -6%
C
120
CEDRUS
Colorado
$908K 13,021 +908 +7%
AWA
121
Arkadios Wealth Advisors
Georgia
$896K 12,843 -293 -2%
LFS
122
Legacy Financial Strategies
Kansas
$888K 12,728 -35,996 -74%
FA
123
Faithward Advisors
Pennsylvania
$852K 12,212 -130 -1%
MA
124
Montag & Associates
Georgia
$850K 12,177 +20 +0.2%
Renaissance Technologies
125
Renaissance Technologies
New York
$830K 11,900 +7,800 +190%
3 4
5
6 7