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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
70
Closed
21
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
-$52K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$254M
2
BIA
2
Barry Investment Advisors
Massachusetts
$10.3M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.6M
4
LGA
4
Lebenthal Global Advisors
New York
$19.3M
5
CW
5
Connectus Wealth
Ohio
$8.17M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$4.77M
2
SG
2
StoneX Group
New York
$2.65M
3
KCM
3
Karp Capital Management
California
$9.23M
4
SPC
4
Sigma Planning Corp
Michigan
$7.34M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
151
Ellis Investment Partners
Pennsylvania
$371K -$80.3K -1,224 -18%
MW
152
Milestone Wealth
New York
$355K – – –
WMA
153
Wealth Management Associates
New Jersey
$353K +$4.2K +64 +1%
CWM
154
Calamos Wealth Management
Illinois
$349K – – –
FAIM
155
Financial Advocates Investment Management
Washington
$349K – – –
PCS
156
Personal CFO Solutions
New Jersey
$347K +$32.7K +497 +10%
SMG
157
Spectrum Management Group
Indiana
$342K – – –
XWM
158
Xcel Wealth Management
Florida
$338K – – –
CWP
159
Corepath Wealth Partners
Arizona
$327K -$5.19K -81 -2%
AIP
160
Almanack Investment Partners
Pennsylvania
$319K – – –
RCA
161
Reitz Capital Advisors
Michigan
$307K +$13.1K +200 +4%
CPIA
162
Cornell Pochily Investment Advisors
New York
$305K +$305K +3,006 New
TCMP
163
Thrive Capital Management (Pennsylvania)
Pennsylvania
$296K +$657 +10 +0.2%
RWA
164
River Wealth Advisors
Pennsylvania
$294K +$28.6K +437 +11%
EFS
165
Essex Financial Services
Connecticut
$289K +$289K +4,404 New
PSF
166
Pacific Sun Financial
California
$280K +$280K +4,270 New
CWM
167
Congress Wealth Management
Massachusetts
$276K -$195K -2,966 -41%
PJSIMP
168
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K +$63.3K +1,026 +31%
EH
169
Equitable Holdings
New York
$265K – – –
MWP
170
Madison Wealth Partners
Wisconsin
$250K -$7.02K -107 -3%
JIC
171
Johnson Investment Counsel
Ohio
$248K +$25.3K +385 +11%
SCP
172
Silverleafe Capital Partners
Tennessee
$247K -$538K -8,217 -69%
BPA
173
Beacon Pointe Advisors
California
$239K +$239K +3,645 New
HSA
174
HBK Sorce Advisory
Pennsylvania
$231K – – –
CWC
175
Carolinas Wealth Consulting
North Carolina
$227K +$227K +3,464 New
5 6
7
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