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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

241 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
94
Reduced
57
Closed
15
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
-$147K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.38M
2
LPL Financial
2
LPL Financial
California
$19.4M
3
KAS
3
Kestra Advisory Services
Texas
$17.8M
4
Lido Advisors
4
Lido Advisors
California
$70.8M
5
Wells Fargo
5
Wells Fargo
California
$11.5M

Top Sellers

1
NAM
1
NorthCoast Asset Management
Connecticut
$7.85M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$722K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.33M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$389K +$6.76K +106 +2%
HWA
127
Hilltop Wealth Advisors
North Carolina
$385K +$511 +8 +0.1%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$368K +$127K +1,989 +53%
WA
129
WBH Advisory
Maryland
$355K – – –
CAN
130
Cetera Advisor Networks
California
$354K -$78.6K -1,233 -18%
XWM
131
Xcel Wealth Management
Florida
$340K – – –
CWM
132
Calamos Wealth Management
Illinois
$339K – – –
FAIM
133
Financial Advocates Investment Management
Washington
$339K +$11.5K +180 +4%
Renaissance Technologies
134
Renaissance Technologies
New York
$338K +$338K +5,300 New
CRWM
135
Castle Rock Wealth Management
California
$336K +$7.23K +108 +2%
Prudential Financial
136
Prudential Financial
New Jersey
$335K +$78.2K +1,177 +30%
SMG
137
Spectrum Management Group
Indiana
$333K – – –
CWP
138
Corepath Wealth Partners
Arizona
$328K – – –
AIP
139
Almanack Investment Partners
Pennsylvania
$310K +$310K +4,857 New
AAS
140
Avantax Advisory Services
Texas
$305K +$1.4K +22 +0.5%
MFM
141
Mirsky Financial Management
New York
$300K -$76.8K -1,205 -20%
TCMP
142
Thrive Capital Management (Pennsylvania)
Pennsylvania
$287K – – –
RCA
143
Reitz Capital Advisors
Michigan
$286K – – –
RWA
144
River Wealth Advisors
Pennsylvania
$283K +$39.4K +617 +16%
OIA
145
OneDigital Investment Advisors
Kansas
$273K +$25K +392 +10%
SXL
146
Summit X LLC
Missouri
$257K +$4.6K +72 +2%
MWP
147
Madison Wealth Partners
Wisconsin
$254K -$24.1K -378 -9%
CFGS
148
Concourse Financial Group Securities
Alabama
$250K -$710K -11,147 -74%
HSA
149
HBK Sorce Advisory
Pennsylvania
$225K – – –
WMA
150
Wealth Management Associates
New Jersey
$225K +$9.64K +151 +4%
4 5
6
7 8