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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
Lido Advisors
California
$92.9M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$21.1M
5
LJAC
L.J. Altfest & Co
New York
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$804K -$123 -2 -0%
RBFC
127
Roman Butler Fullerton & Co
Missouri
$797K -$14.3K -226 -2%
AWA
128
Arkadios Wealth Advisors
Georgia
$735K +$492 +8 +0.1%
WA
129
Wealthstar Advisors
Texas
$719K +$36.1K +588 +5%
PAG
130
Private Advisor Group
New Jersey
$708K -$1.96M -31,836 -73%
VWM
131
Venturi Wealth Management
Texas
$688K -$85K -1,383 -11%
CI
132
CX Institutional
Indiana
$681K +$402K +6,515 +144%
CPSAC
133
Chas P. Smith & Associates (CPS)
Florida
$680K -$36.5K -595 -5%
LF
134
LifeSteps Financial
California
$666K -$183K -2,979 -22%
Creative Planning
135
Creative Planning
Kansas
$629K -$57K -927 -8%
CA
136
Cetera Advisors
Colorado
$601K +$430 +7 +0.1%
Fisher Asset Management
137
Fisher Asset Management
Washington
$578K -$42K -683 -7%
Marshall Wace
138
Marshall Wace
United Kingdom
$567K -$275K -4,478 -33%
NL
139
NWAM LLC
Washington
$562K +$198K +3,223 +55%
CA
140
Crumly & Associates
Illinois
$550K – – –
JIP
141
Jaffetilchin Investment Partners
Florida
$548K +$2.09K +34 +0.4%
GCWM
142
Graham Capital Wealth Management
District of Columbia
$545K +$545K +886 New
WPP
143
Whalerock Point Partners
Rhode Island
$528K +$61 +1 +0%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$527K -$108K -1,758 -17%
SAM
145
Secure Asset Management
Michigan
$519K -$137K -2,222 -21%
BAM
146
Belpointe Asset Management
Nevada
$511K +$4.86K +79 +1%
AWM
147
Avior Wealth Management
Nebraska
$494K – – –
VNA
148
Valley National Advisers
Pennsylvania
$489K +$20.9K +326 +4%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$475K -$5.53K -90 -1%
AFG
150
Atomi Financial Group
New York
$474K +$474K +7,718 New
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