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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

260 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+19
Holders Change %
+7.88%
% of All Funds
4.02%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
50
Increased
87
Reduced
64
Closed
24
Calls
$282K
Puts
–
Net Calls
+$282K
Net Calls Change
+$40K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$87.2M
2
LGA
2
Lebenthal Global Advisors
New York
$10.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$3.64M
4
NA
4
NewEdge Advisors
Louisiana
$2.59M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.39M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$255M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.12M
3
Bank of America
3
Bank of America
North Carolina
$13.3M
4
KAS
4
Kestra Advisory Services
Texas
$14.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
126
Jaffetilchin Investment Partners
Florida
$481K -$3.43K -50 -0.7%
GWM
127
Geneos Wealth Management
Colorado
$480K +$480 +7 +0.1%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$477K +$477K +6,941 New
AF
129
Apexium Financial
Texas
$473K +$473K +6,884 New
EIP
130
Ellis Investment Partners
Pennsylvania
$472K +$1.37K +20 +0.3%
DLCIG
131
D.L. Carlson Investment Group
New Hampshire
$465K +$275 +4 +0.1%
MG
132
Mather Group
Illinois
$455K +$11.4K +166 +3%
COCM
133
Charter Oak Capital Management
New Hampshire
$454K -$6.46K -94 -1%
RIA
134
Regal Investment Advisors
Michigan
$448K +$755 +11 +0.2%
HWA
135
Hilltop Wealth Advisors
North Carolina
$415K +$550 +8 +0.1%
RJA
136
Raymond James & Associates
Florida
$409K -$9.33K -136 -2%
CAN
137
Cetera Advisor Networks
California
$407K +$25.6K +372 +7%
Prudential Financial
138
Prudential Financial
New Jersey
$384K +$44.6K +662 +13%
WA
139
WBH Advisory
Maryland
$382K – – –
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$381K -$15.1K -220 -4%
CWM
141
Calamos Wealth Management
Illinois
$365K – – –
FAIM
142
Financial Advocates Investment Management
Washington
$365K +$69 +1 +0%
WMA
143
Wealth Management Associates
New Jersey
$364K +$122K +1,781 +51%
SMG
144
Spectrum Management Group
Indiana
$358K – – –
MW
145
Milestone Wealth
New York
$355K +$355K +5,175 New
XWM
146
Xcel Wealth Management
Florida
$354K -$11.9K -173 -3%
SFA
147
Sequoia Financial Advisors
Ohio
$347K +$347K +5,049 New
CWP
148
Corepath Wealth Partners
Arizona
$341K – – –
AIP
149
Almanack Investment Partners
Pennsylvania
$333K – – –
AAS
150
Avantax Advisory Services
Texas
$331K +$2.67K +39 +0.8%
4 5
6
7 8