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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.09B invested in Fidelity MSCI Health Care Index ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 76 reducing their positions, and 27 closing their positions.

Holders
275
Holders Change
–
Holders Change %
0%
% of All Funds
4.65%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
29
Increased
104
Reduced
76
Closed
27
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$135K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$18.1M
2
FIM
2
Freedom Investment Management
Connecticut
$13.5M
3
VC
3
Vicus Capital
Pennsylvania
$12.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$43.9M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$293K
2
CI
2
Clal Insurance
Israel
$61.8M
3
RWP
3
RWA Wealth Partners
Massachusetts
$42.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
CW
5
Connectus Wealth
Ohio
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$615K +$161K +2,651 +35%
NL
127
NWAM LLC
Washington
$611K -$389K -6,371 -39%
Creative Planning
128
Creative Planning
Kansas
$605K +$49.9K +822 +9%
LB
129
Leo Brokerage
Texas
$595K -$591K -9,742 -50%
AF
130
Apexium Financial
Texas
$571K +$172K +2,840 +43%
PAG
131
Private Advisor Group
New Jersey
$568K -$231K -3,806 -29%
CA
132
Crumly & Associates
Illinois
$544K -$864K -14,259 -61%
FTS
133
Fifth Third Securities
Ohio
$535K +$535K +8,821 New
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$526K +$2.18K +36 +0.4%
JIP
135
Jaffetilchin Investment Partners
Florida
$525K +$53.5K +881 +11%
WPP
136
Whalerock Point Partners
Rhode Island
$521K -$15.2K -250 -3%
SAM
137
Secure Asset Management
Michigan
$511K +$29.1K +480 +6%
DOA
138
D'Orazio & Associates
Virginia
$510K – – –
RCAG
139
Rehmann Capital Advisory Group
Michigan
$507K -$8.68K -143 -2%
CCM
140
Coldstream Capital Management
Washington
$506K +$313K +5,163 +163%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$500K +$3.03K +50 +0.6%
OCM
142
One Capital Management
California
$498K -$34K -561 -6%
SAM
143
Sequent Asset Management
Texas
$484K +$484K +7,985 New
MA
144
Mutual Advisors
Nebraska
$477K -$364K -5,997 -43%
WWM
145
Western Wealth Management
Colorado
$476K +$912 +15 +0.2%
MG
146
Mather Group
Illinois
$465K +$57.3K +945 +14%
WHC
147
Wulff, Hansen & Co
California
$461K – – –
SFA
148
Sequoia Financial Advisors
Ohio
$450K -$19.3K -318 -4%
SCA
149
Southern Capital Advisors
Tennessee
$438K -$240K -3,956 -35%
DLCIG
150
D.L. Carlson Investment Group
New Hampshire
$426K +$15.4K +254 +4%
4 5
6
7 8