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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$10.4M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$7.27M
3
Lido Advisors
3
Lido Advisors
California
$133M
4
HI
4
Harbour Investments
Wisconsin
$42.8M
5
ST
5
Spinnaker Trust
Maine
$4.33M

Top Sellers

1
CI
1
Clal Insurance
Israel
$22.3M
2
AWM
2
AE Wealth Management
Kansas
$8.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Congress Wealth Management
Massachusetts
$818K +$334K +4,868 +69%
SWA
127
Stratos Wealth Advisors
Ohio
$815K +$37.8K +551 +5%
SWM
128
Spire Wealth Management
Virginia
$806K -$236K -3,440 -23%
GJIA
129
Glass Jacobson Investment Advisors
Maryland
$792K +$49.2K +717 +7%
AWA
130
Arkadios Wealth Advisors
Georgia
$759K -$122K -1,781 -14%
RBFC
131
Roman Butler Fullerton & Co
Missouri
$728K – – –
AI
132
Atria Investments
North Carolina
$718K +$718K +10,462 New
DFG
133
Demars Financial Group
Washington
$694K -$8.51K -124 -1%
Fisher Asset Management
134
Fisher Asset Management
Washington
$684K -$11K -160 -2%
Citigroup
135
Citigroup
New York
$677K +$313K +4,565 +86%
AFG
136
Atomi Financial Group
New York
$658K -$18.7K -273 -3%
CPSAC
137
Chas P. Smith & Associates (CPS)
Florida
$646K -$14.8K -215 -2%
GCIM
138
Gunn & Company Investment Management
Florida
$646K +$646K +9,422 New
Bank of New York Mellon
139
Bank of New York Mellon
New York
$627K +$75.5K +1,101 +14%
LF
140
LifeSteps Financial
California
$603K -$3.98K -58 -0.7%
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$602K +$602K +8,778 New
SCA
142
Southern Capital Advisors
Tennessee
$596K +$2.06K +30 +0.3%
MG
143
Mather Group
Illinois
$581K +$383K +5,482 +193%
CFG
144
Carr Financial Group
Massachusetts
$577K -$20.4K -298 -3%
HWM
145
HRC Wealth Management
Idaho
$570K +$28.2K +411 +5%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$565K -$131K -1,909 -19%
CA
147
Crumly & Associates
Illinois
$558K – – –
MWM
148
Mission Wealth Management
California
$549K -$30K -437 -5%
WIA
149
World Investment Advisors
California
$520K +$1.03K +15 +0.2%
RIA
150
Regal Investment Advisors
Michigan
$512K +$686 +10 +0.1%
4 5
6
7 8