FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

330 hedge funds and large institutions have $946M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+18
Holders Change %
+5.77%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
59
Increased
112
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$9.44M
2
LPL Financial
2
LPL Financial
California
$33.8M
3
DFG
3
Demars Financial Group
Washington
$8.53M
4
LA
4
Lifeworks Advisors
Michigan
$14M
5
AM
5
AGF Management
Ontario, Canada
$39M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.22M
3
SFCL
3
Strengthening Families & Communities LLC
Massachusetts
$513K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$526K
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
126
StoneX Group
New York
$706K +$706K +10,798 New
RBFC
127
Roman Butler Fullerton & Co
Missouri
$687K -$54K -770 -7%
D.E. Shaw & Co
128
D.E. Shaw & Co
New York
$679K +$679K +10,393 New
WA
129
Wealthstar Advisors
Texas
$658K +$658K +10,068 New
Fisher Asset Management
130
Fisher Asset Management
Washington
$645K -$23.7K -362 -4%
MWM
131
Mascoma Wealth Management
New Hampshire
$626K -$394K -6,031 -39%
CMMS
132
Comprehensive Money Management Services
Florida
$603K +$603K +9,232 New
AFG
133
Atomi Financial Group
New York
$585K -$11.9K -182 -2%
EIA
134
Eldridge Investment Advisors
New Hampshire
$584K -$1.15M -17,609 -66%
CPSAC
135
Chas P. Smith & Associates (CPS)
Florida
$580K -$20.3K -310 -3%
HWM
136
HRC Wealth Management
Idaho
$574K +$26.6K +407 +5%
SCA
137
Southern Capital Advisors
Tennessee
$572K +$2.22K +34 +0.4%
CF
138
Claris Financial
Virginia
$563K +$563K +8,609 New
LFS
139
Legacy Financial Strategies
Kansas
$559K -$30.7K -469 -5%
MWM
140
Mission Wealth Management
California
$548K +$196 +3 +0%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$541K +$270K +4,126 +99%
AWA
142
Arkadios Wealth Advisors
Georgia
$532K -$145K -2,212 -21%
CA
143
Crumly & Associates
Illinois
$531K – – –
Goldman Sachs
144
Goldman Sachs
New York
$526K -$7.99M -122,264 -94%
LF
145
LifeSteps Financial
California
$518K -$52.8K -808 -9%
SFCL
146
Strengthening Families & Communities LLC
Massachusetts
$513K -$9.81M -150,075 -95%
WIA
147
World Investment Advisors
California
$509K +$1.11K +17 +0.2%
ANBT
148
American National Bank & Trust
Texas
$494K +$272K +4,164 +122%
WANY
149
Wealthspire Advisors (New York)
New York
$492K +$15.4K +235 +3%
MA
150
Mutual Advisors
Nebraska
$490K +$68.8K +1,025 +16%
4 5
6
7 8