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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

260 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+19
Holders Change %
+7.88%
% of All Funds
4.02%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
50
Increased
87
Reduced
64
Closed
24
Calls
$282K
Puts
–
Net Calls
+$282K
Net Calls Change
+$40K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$87.2M
2
LGA
2
Lebenthal Global Advisors
New York
$10.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$3.64M
4
NA
4
NewEdge Advisors
Louisiana
$2.59M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.39M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$255M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.12M
3
Bank of America
3
Bank of America
North Carolina
$13.3M
4
KAS
4
Kestra Advisory Services
Texas
$14.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
151
Personal CFO Solutions
New Jersey
$328K -$366K -5,334 -53%
MFM
152
Mirsky Financial Management
New York
$317K -$5.9K -86 -2%
CRWM
153
Castle Rock Wealth Management
California
$313K +$932 +15 +0.3%
WWM
154
Western Wealth Management
Colorado
$310K +$310K +4,484 New
TCMP
155
Thrive Capital Management (Pennsylvania)
Pennsylvania
$308K -$69 -1 -0%
OIA
156
OneDigital Investment Advisors
Kansas
$294K +$275 +4 +0.1%
RCA
157
Reitz Capital Advisors
Michigan
$286K – – –
RWA
158
River Wealth Advisors
Pennsylvania
$278K -$26.4K -385 -9%
EH
159
Equitable Holdings
New York
$277K -$327K -4,765 -54%
SXL
160
Summit X LLC
Missouri
$271K -$5.36K -78 -2%
MWP
161
Madison Wealth Partners
Wisconsin
$269K -$3.91K -57 -1%
HAS
162
HBW Advisory Services
California
$255K +$255K +3,711 New
ACM
163
Absolute Capital Management
Pennsylvania
$248K +$248K +3,615 New
MP
164
McDonald Partners
Ohio
$248K +$248K +3,615 New
CFGS
165
Concourse Financial Group Securities
Alabama
$246K -$23.6K -344 -9%
HSA
166
HBK Sorce Advisory
Pennsylvania
$242K – – –
BCA
167
Bay Colony Advisors
Massachusetts
$239K +$10.2K +149 +4%
JIC
168
Johnson Investment Counsel
Ohio
$233K +$233K +3,395 New
AWM
169
Accel Wealth Management
Iowa
$227K +$13.5K +196 +6%
SPIA
170
Steward Partners Investment Advisory
New York
$226K -$4.46K -65 -2%
MWM
171
Mission Wealth Management
California
$223K +$69 +1 +0%
CCM
172
Coldstream Capital Management
Washington
$218K +$218K +3,168 New
ACM
173
Advisors Capital Management
New Jersey
$213K -$11.6K -169 -5%
WIA
174
World Investment Advisors
California
$210K +$210K +3,295 New
PJSIMP
175
P.J. Schmidt Investment Management (PJS)
Wisconsin
$210K +$210K +3,315 New
5 6
7
8 9