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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

319 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Health Care Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
117
Reduced
113
Closed
33
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
-$183K

Top Buyers

1
CW
Connectus Wealth
Ohio
$10.5M
2
AM
AGF Management
Ontario, Canada
$15.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.3M
4
Lido Advisors
Lido Advisors
California
$129M
5
HighTower Advisors
HighTower Advisors
Illinois
$9.03M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$241M
2
Morgan Stanley
Morgan Stanley
New York
$29.1M
3
TIA
Traphagen Investment Advisors
New Jersey
$4.55M
4
AWM
Aprio Wealth Management
Georgia
$0
5
RCYC
Richard C. Young & Co
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Stratos Wealth Advisors
Ohio
$790K +$4.4K +63 +0.6%
SW
127
SVB Wealth
Massachusetts
$778K -$151K -2,165 -16%
GJIA
128
Glass Jacobson Investment Advisors
Maryland
$755K +$42.1K +603 +6%
DFG
129
Demars Financial Group
Washington
$714K -$14.3K -205 -2%
WA
130
Wealthstar Advisors
Texas
$710K -$39.7K -569 -5%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$708K +$236K +3,377 +50%
Fisher Asset Management
132
Fisher Asset Management
Washington
$707K -$194K -2,776 -21%
RBFC
133
Roman Butler Fullerton & Co
Missouri
$693K -$64.8K -988 -9%
AFG
134
Atomi Financial Group
New York
$688K +$127K +1,820 +23%
SMAM
135
Sugar Maple Asset Management
Wisconsin
$677K +$677K +9,701 New
CPSAC
136
Chas P. Smith & Associates (CPS)
Florida
$672K – – –
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$644K -$1.59M -22,727 -71%
LF
138
LifeSteps Financial
California
$617K -$11.2K -161 -2%
CFG
139
Carr Financial Group
Massachusetts
$608K -$23.2K -333 -4%
SCA
140
Southern Capital Advisors
Tennessee
$604K -$11.7K -167 -2%
MWM
141
Mission Wealth Management
California
$589K -$87.8K -1,258 -13%
CA
142
Crumly & Associates
Illinois
$567K – – –
Bank of New York Mellon
143
Bank of New York Mellon
New York
$561K +$26.4K +379 +5%
HWM
144
HRC Wealth Management
Idaho
$551K -$12.6K -181 -2%
EFS
145
Essex Financial Services
Connecticut
$544K +$8.16K +117 +2%
WIA
146
World Investment Advisors
California
$528K +$281K +4,032 +114%
RIA
147
Regal Investment Advisors
Michigan
$520K +$7.81K +112 +2%
TGAM
148
TBH Global Asset Management
Tennessee
$518K +$209 +3 +0%
WPP
149
Whalerock Point Partners
Rhode Island
$513K +$70 +1 +0%
AWM
150
Avior Wealth Management
Nebraska
$497K -$41.9K -601 -8%
4 5
6
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