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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

235 hedge funds and large institutions have $993M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 26 closing their positions.

Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.1%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
26
Increased
95
Reduced
60
Closed
26
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
+$389K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$312M
2
Lido Advisors
2
Lido Advisors
California
$64.7M
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$3.58M
4
FSC
4
Full Sail Capital
Oklahoma
$34M
5
NAM
5
NorthCoast Asset Management
Connecticut
$10.3M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$0
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
VC
3
Vicus Capital
Pennsylvania
$3.36M
4
HF
4
Halpern Financial
Virginia
$12.6M
5
MFG
5
Monumental Financial Group
Maryland
$703K
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
151
Advisors Capital Management
New Jersey
$213K 3,343 +3,343 New
AWM
152
Accel Wealth Management
Iowa
$211K 3,305 -49 -1%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
– – – –
MWM
154
Mission Wealth Management
California
$207K 3,250 +3,250 New
CCM
155
Coldstream Capital Management
Washington
$201K 3,157 +3,157 New
KFS
156
Kelly Financial Services
Massachusetts
$200K 12,719 +12,520 +6,291%
Franklin Resources
157
Franklin Resources
California
$143K 2,242 – –
CF
158
Centaurus Financial
California
$142K 2,232 +2,232 New
MHR
159
Matthew Hamilton Rosenberg
$141K 2,207 – –
SPIA
160
Steward Partners Investment Advisory
New York
$141K 2,209 +2,009 +1,005%
EFSCE
161
Enterprise Financial Services Corp (EFSC)
Missouri
$133K 2,080 -329 -14%
SBL
162
Sargent Bickham Lagudis
Colorado
$104K 1,629 +5 +0.3%
IF
163
Ironwood Financial
Arizona
$78K 1,216 -8 -0.7%
CFA
164
Carroll Financial Associates
North Carolina
$75K 1,181 – –
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$69K 1,078 +66 +7%
AIM
166
Anchor Investment Management
South Carolina
$63.7K 1,000 +43 +4%
GAM
167
Gemmer Asset Management
California
$62K 968 +968 New
GEA
168
Glen Eagle Advisors
New Jersey
$60.2K 945 – –
LWM
169
Liberty Wealth Management
California
$48K 753 -260 -26%
FP
170
Financial Perspectives
Minnesota
$48K 753 -41,608 -98%
NFG
171
Next Financial Group
Texas
$47K 732 +732 New
SAM
172
S.A. Mason
Michigan
$46K 729 – –
JCM
173
Jacobi Capital Management
Pennsylvania
$46K 719 – –
HWA
174
HHM Wealth Advisors
Tennessee
$45K 700 – –
ACA
175
Atlas Capital Advisors
Wyoming
$41.7K 654 +589 +906%
5 6
7
8 9