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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

331 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-15
Holders Change %
-4.34%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
118
Reduced
114
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
AGF Management
Ontario, Canada
+$10.7M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.44M
3
MWM
Modern Wealth Management
Kansas
+$6.79M
4
Charles Schwab
Charles Schwab
California
+$6.2M
5
MAM
Marotta Asset Management
Virginia
+$4.88M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$35.8M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$10.5M
3
IFA
Independence Financial Advisors
New Hampshire
-$7.67M
4
Bank of America
Bank of America
North Carolina
-$6.07M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
101
Sunbelt Securities
Texas
$1.06M +$2.16K +33 +0.2%
MML Investors Services
102
MML Investors Services
Massachusetts
$1.05M -$157K -2,452 -13%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$1.01M -$683K -10,687 -40%
PWM
104
Partners Wealth Management
California
$997K – – –
BWM
105
Buska Wealth Management
Wisconsin
$986K -$132K -2,064 -12%
CWM
106
Centric Wealth Management
Illinois
$951K +$951K +15,307 New
SWMP
107
Signature Wealth Management Partners
New Jersey
$918K -$87.1K -1,362 -9%
MWM
108
Meridian Wealth Management
Kentucky
$907K +$92.2K +1,442 +11%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$899K -$35.7K -558 -4%
JIP
110
Jaffetilchin Investment Partners
Florida
$847K -$1.15K -18 -0.1%
RPGK
111
Retirement Planning Group (Kansas)
Kansas
$829K +$831 +13 +0.1%
ASN
112
Advisory Services Network
Georgia
$827K +$63.1K +1,015 +8%
VC
113
Vicus Capital
Pennsylvania
$811K -$328K -5,127 -29%
TCM
114
Tandem Capital Management
New Jersey
$801K – – –
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$801K +$29K +454 +4%
TRCT
116
Tower Research Capital (TRC)
New York
$800K -$895 -14 -0.1%
SF
117
Summit Financial
New Jersey
$774K -$91.4K -1,430 -11%
PFA
118
Pathway Financial Advisers
Indiana
$752K -$15K -234 -2%
MA
119
Montag & Associates
Georgia
$722K -$30.6K -478 -4%
AAS
120
Avantax Advisory Services
Texas
$712K -$190K -2,968 -21%
RA
121
RFG Advisory
Alabama
$703K – – –
WA
122
Wealthstar Advisors
Texas
$697K +$29.7K +465 +4%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$678K +$69.1K +1,081 +11%
ANBT
124
American National Bank & Trust
Texas
$666K -$12.3K -192 -2%
SWM
125
Spire Wealth Management
Virginia
$662K -$37K -579 -5%
3 4
5
6 7