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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
Lido Advisors
2
Lido Advisors
California
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
SFCL
4
Strengthening Families & Communities LLC
Massachusetts
$8.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.66M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBFC
126
Roman Butler Fullerton & Co
Missouri
$708K -$87.1K -1,376 -11%
TGAM
127
TBH Global Asset Management
Tennessee
$703K -$2.17M -34,335 -76%
RJT
128
Raymond James Trust
Florida
$697K -$425K -6,721 -38%
Fisher Asset Management
129
Fisher Asset Management
Washington
$683K +$89.7K +1,421 +15%
CPSAC
130
Chas P. Smith & Associates (CPS)
Florida
$679K -$19.8K -313 -3%
LF
131
LifeSteps Financial
California
$675K -$8.33K -132 -1%
RJA
132
Raymond James & Associates
Florida
$657K +$295K +4,674 +82%
AF
133
Apexium Financial
Texas
$622K -$277K -4,387 -31%
AT
134
American Trust
Kentucky
$592K -$12.2K -194 -2%
GJIA
135
Glass Jacobson Investment Advisors
Maryland
$587K +$587K +9,301 New
Jane Street
136
Jane Street
New York
$566K +$566K +8,973 New
CA
137
Crumly & Associates
Illinois
$565K – – –
WPP
138
Whalerock Point Partners
Rhode Island
$542K +$63 +1 +0%
NL
139
NWAM LLC
Washington
$541K -$35.9K -568 -6%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$539K -$1.89K -30 -0.4%
VWM
141
Venturi Wealth Management
Texas
$536K -$170K -2,693 -24%
SAM
142
Secure Asset Management
Michigan
$529K -$3.35K -53 -0.6%
AWM
143
Avior Wealth Management
Nebraska
$508K – – –
AFG
144
Atomi Financial Group
New York
$506K +$19.1K +303 +4%
CI
145
CX Institutional
Indiana
$493K -$203K -3,217 -29%
Renaissance Technologies
146
Renaissance Technologies
New York
$486K +$25.2K +400 +5%
VNA
147
Valley National Advisers
Pennsylvania
$480K -$3.04K -48 -0.6%
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$471K -$16.4K -260 -3%
RIA
149
Regal Investment Advisors
Michigan
$462K +$694 +11 +0.2%
TW
150
TrinityPoint Wealth
Connecticut
$451K +$205K +3,247 +83%
4 5
6
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