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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

235 hedge funds and large institutions have $993M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 26 closing their positions.

Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.1%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
26
Increased
95
Reduced
60
Closed
26
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
+$389K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$312M
2
Lido Advisors
2
Lido Advisors
California
$64.7M
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$3.58M
4
FSC
4
Full Sail Capital
Oklahoma
$34M
5
NAM
5
NorthCoast Asset Management
Connecticut
$10.3M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$0
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
VC
3
Vicus Capital
Pennsylvania
$3.36M
4
HF
4
Halpern Financial
Virginia
$12.6M
5
MFG
5
Monumental Financial Group
Maryland
$703K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
126
Corepath Wealth Partners
Arizona
$345K – – –
XWM
127
Xcel Wealth Management
Florida
$340K – – –
CWM
128
Calamos Wealth Management
Illinois
$339K – – –
SMG
129
Spectrum Management Group
Indiana
$332K – – –
SFA
130
Sequoia Financial Advisors
Ohio
$331K +$6.69K +105 +2%
FAIM
131
Financial Advocates Investment Management
Washington
$328K – – –
LWAC
132
Laurel Wealth Advisors (California)
California
$327K -$64 -1 -0%
CRWM
133
Castle Rock Wealth Management
California
$326K +$12.9K +194 +4%
AAS
134
Avantax Advisory Services
Texas
$302K +$79.1K +1,249 +36%
TCMP
135
Thrive Capital Management (Pennsylvania)
Pennsylvania
$286K – – –
RCA
136
Reitz Capital Advisors
Michigan
$286K +$12.8K +200 +5%
MWP
137
Madison Wealth Partners
Wisconsin
$278K -$830 -13 -0.3%
SXL
138
Summit X LLC
Missouri
$252K -$3.06K -48 -1%
OIA
139
OneDigital Investment Advisors
Kansas
$247K +$191 +3 +0.1%
Prudential Financial
140
Prudential Financial
New Jersey
$246K +$29.9K +470 +14%
RWA
141
River Wealth Advisors
Pennsylvania
$243K +$11.7K +183 +5%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$241K +$241K +3,786 New
BRWA
143
B. Riley Wealth Advisors
Florida
$234K +$64 +1 +0%
BAIA
144
Bel Air Investment Advisors
California
$233K – – –
WWM
145
Western Wealth Management
Colorado
$230K +$191 +3 +0.1%
ECM
146
ExodusPoint Capital Management
New York
$228K +$228K +3,581 New
HSA
147
HBK Sorce Advisory
Pennsylvania
$224K – – –
BAM
148
Belpointe Asset Management
Nevada
$217K -$16.7K -261 -7%
WMA
149
Wealth Management Associates
New Jersey
$215K +$215K +3,374 New
CTA
150
Colonial Trust Advisors
South Carolina
$215K +$215K +3,378 New
4 5
6
7 8