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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

292 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
106
Reduced
112
Closed
24
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
FIM
2
Freedom Investment Management
Connecticut
$9.28M
3
Lido Advisors
3
Lido Advisors
California
$102M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$3.89M
5
HI
5
Harbour Investments
Wisconsin
$26.5M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$4.61M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$772K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.39M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
126
J.P. Morgan Private Wealth Advisors
California
$772K -$5.01M -82,682 -87%
CI
127
CX Institutional
Indiana
$764K +$290K +4,787 +61%
Creative Planning
128
Creative Planning
Kansas
$757K +$34.5K +570 +5%
IA
129
IFP Advisors
Florida
$715K -$766K -12,642 -52%
RBFC
130
Roman Butler Fullerton & Co
Missouri
$672K -$9.07K -149 -1%
WA
131
Wealthstar Advisors
Texas
$669K -$39.9K -659 -6%
RJA
132
Raymond James & Associates
Florida
$653K +$22.6K +373 +4%
CPSAC
133
Chas P. Smith & Associates (CPS)
Florida
$652K – – –
Marshall Wace
134
Marshall Wace
United Kingdom
$646K +$286K +4,719 +79%
MA
135
Montag & Associates
Georgia
$645K +$245K +4,046 +61%
CA
136
Cetera Advisors
Colorado
$633K +$433K +7,150 +216%
LF
137
LifeSteps Financial
California
$623K -$24.9K -411 -4%
C
138
CEDRUS
Colorado
$607K +$607K +10,012 New
GJIA
139
Glass Jacobson Investment Advisors
Maryland
$590K +$27K +445 +5%
TW
140
TrinityPoint Wealth
Connecticut
$576K +$142K +2,348 +33%
RJT
141
Raymond James Trust
Florida
$568K -$100K -1,658 -15%
EFS
142
Essex Financial Services
Connecticut
$568K -$115K -1,900 -17%
EIA
143
Eldridge Investment Advisors
New Hampshire
$542K -$2.43M -40,023 -82%
CA
144
Crumly & Associates
Illinois
$542K – – –
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$490K +$486K +8,019 +12,337%
AFG
146
Atomi Financial Group
New York
$477K -$8.91K -147 -2%
Bank of New York Mellon
147
Bank of New York Mellon
New York
$469K +$66.9K +1,105 +17%
AWM
148
Avior Wealth Management
Nebraska
$468K -$19.4K -320 -4%
WPP
149
Whalerock Point Partners
Rhode Island
$466K -$54.7K -903 -11%
SAM
150
Secure Asset Management
Michigan
$464K -$44.1K -728 -9%
4 5
6
7 8