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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

346 hedge funds and large institutions have $1.01B invested in Fidelity MSCI Health Care Index ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 125 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+16
Holders Change %
+4.85%
% of All Funds
4.7%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
42
Increased
125
Reduced
111
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$7.02M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.7M
3
Raymond James Financial
Raymond James Financial
Florida
+$5.68M
4
LJAC
L.J. Altfest & Co
New York
+$5.39M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.17M

Top Sellers

1
VC
Vicus Capital
Pennsylvania
-$10.1M
2
WWM
Waterway Wealth Management
Texas
-$8.18M
3
Two Sigma Investments
Two Sigma Investments
New York
-$7.86M
4
Ameriprise
Ameriprise
Minnesota
-$7.23M
5
Wells Fargo
Wells Fargo
California
-$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
Montag & Associates
Georgia
$804K -$6.83K -100 -0.8%
GJIA
127
Glass Jacobson Investment Advisors
Maryland
$789K – – –
RA
128
RFG Advisory
Alabama
$751K -$2.49M -36,493 -77%
SG
129
StoneX Group
New York
$747K +$9.22K +135 +1%
SWM
130
Spire Wealth Management
Virginia
$746K -$14.3K -210 -2%
JWCA
131
J.W. Cole Advisors
Florida
$746K -$1.55M -22,626 -67%
BAM
132
Beaumont Asset Management
Texas
$725K -$1.93M -28,187 -73%
CPA
133
Court Place Advisors
Maryland
$724K -$52.6K -770 -7%
ANBT
134
American National Bank & Trust
Texas
$724K +$207K +3,037 +40%
WA
135
Wealthstar Advisors
Texas
$713K +$24.8K +363 +4%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$711K +$262K +3,840 +59%
Fisher Asset Management
137
Fisher Asset Management
Washington
$665K -$9.98K -146 -1%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$650K -$520K -7,611 -44%
CMMS
139
Comprehensive Money Management Services
Florida
$634K +$3.42K +50 +0.5%
CA
140
Crumly & Associates
Illinois
$626K +$70.8K +1,037 +13%
MWM
141
Mascoma Wealth Management
New Hampshire
$617K -$37K -542 -6%
EIA
142
Eldridge Investment Advisors
New Hampshire
$611K – – –
SCA
143
Southern Capital Advisors
Tennessee
$610K +$11.4K +167 +2%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$606K +$40.1K +587 +7%
EFS
145
Essex Financial Services
Connecticut
$594K +$276K +4,046 +87%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$593K -$329K -4,817 -36%
CPSAC
147
Chas P. Smith & Associates (CPS)
Florida
$584K -$22.2K -325 -4%
LFS
148
Legacy Financial Strategies
Kansas
$581K -$2.39K -35 -0.4%
MWM
149
Mission Wealth Management
California
$574K +$1.23K +18 +0.2%
AWA
150
Arkadios Wealth Advisors
Georgia
$569K +$12.7K +186 +2%
4 5
6
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