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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

241 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
94
Reduced
57
Closed
15
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
-$147K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.38M
2
LPL Financial
2
LPL Financial
California
$19.4M
3
KAS
3
Kestra Advisory Services
Texas
$17.8M
4
Lido Advisors
4
Lido Advisors
California
$70.8M
5
Wells Fargo
5
Wells Fargo
California
$11.5M

Top Sellers

1
NAM
1
NorthCoast Asset Management
Connecticut
$7.85M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$722K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.33M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$223K 3,400 +3,100 +1,033%
SPIA
152
Steward Partners Investment Advisory
New York
$214K 3,359 +1,150 +52%
BCA
153
Bay Colony Advisors
Massachusetts
$212K 3,327 +3,327 New
CTA
154
Colonial Trust Advisors
South Carolina
$209K 3,272 -106 -3%
ACM
155
Advisors Capital Management
New Jersey
$209K 3,278 -65 -2%
MWM
156
Mission Wealth Management
California
$207K 3,251 +1 +0%
BCM
157
Beaumont Capital Management
Massachusetts
$204K 3,201 +3,201 New
BAM
158
Belpointe Asset Management
Nevada
$203K 3,174 -213 -6%
AIP
159
Ahrens Investment Partners
Louisiana
$201K 3,148 +3,148 New
AWM
160
Accel Wealth Management
Iowa
$198K 3,110 -195 -6%
ACA
161
Atlas Capital Advisors
Wyoming
$172K 2,697 +2,043 +312%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$157K 2,464 +2,464 New
Franklin Resources
163
Franklin Resources
California
$143K 2,242 – –
CF
164
Centaurus Financial
California
$142K 2,232 – –
MHR
165
Matthew Hamilton Rosenberg
$141K 2,207 – –
SBL
166
Sargent Bickham Lagudis
Colorado
$104K 1,634 +5 +0.3%
Barclays
167
Barclays
United Kingdom
$91K 1,429 +934 +189%
IF
168
Ironwood Financial
Arizona
$78K 1,216 – –
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$76K 1,187 +816 +220%
CFA
170
Carroll Financial Associates
North Carolina
$75K 1,181 – –
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$72K 1,126 +48 +4%
APA
172
American Portfolios Advisors
New York
$69.5K 1,088 +540 +99%
FGAM
173
Financial Gravity Asset Management
Texas
$64K 2 +2 New
AIM
174
Anchor Investment Management
South Carolina
$63.8K 1,000 – –
GAM
175
Gemmer Asset Management
California
$62K 968 – –
5 6
7
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