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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.09B invested in Fidelity MSCI Health Care Index ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 76 reducing their positions, and 27 closing their positions.

Holders
275
Holders Change
–
Holders Change %
0%
% of All Funds
4.65%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
29
Increased
104
Reduced
76
Closed
27
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$135K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$18.1M
2
FIM
2
Freedom Investment Management
Connecticut
$13.5M
3
VC
3
Vicus Capital
Pennsylvania
$12.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$43.9M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$293K
2
CI
2
Clal Insurance
Israel
$61.8M
3
RWP
3
RWA Wealth Partners
Massachusetts
$42.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
CW
5
Connectus Wealth
Ohio
$3.85M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
151
Claraphi Advisory Network
United States
$426K 7,019 +912 +15%
IAA
152
Independent Advisor Alliance
North Carolina
$412K 6,789 -503 -7%
AT
153
American Trust
Kentucky
$405K 6,675 +186 +3%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$403K 6,642 +1 +0%
RIA
155
Regal Investment Advisors
Michigan
$397K 6,548 +11 +0.2%
WA
156
WBH Advisory
Maryland
$393K 6,343 -137 -2%
GWM
157
Geneos Wealth Management
Colorado
$376K 6,129 -22 -0.4%
PSF
158
Pacific Sun Financial
California
$358K 5,905 +1,635 +38%
CWM
159
Congress Wealth Management
Massachusetts
$353K 5,823 +1,619 +39%
RJA
160
Raymond James & Associates
Florida
$346K 5,700 -270 -5%
EIP
161
Ellis Investment Partners
Pennsylvania
$346K 5,704 +46 +0.8%
Neuberger Berman Group
162
Neuberger Berman Group
New York
$338K 5,575 -2,269 -29%
WI
163
WBI Investments
New Jersey
$330K 5,494 +5,494 New
CWM
164
Calamos Wealth Management
Illinois
$323K 5,317 – –
SMG
165
Spectrum Management Group
Indiana
$316K 5,215 – –
MW
166
Milestone Wealth
New York
$314K 5,175 – –
XWM
167
Xcel Wealth Management
Florida
$313K 5,155 – –
AWA
168
Artemis Wealth Advisors
New York
$312K 5,149 +5,149 New
PCS
169
Personal CFO Solutions
New Jersey
$310K 5,104 -177 -3%
CWP
170
Corepath Wealth Partners
Arizona
$304K 5,028 -80 -2%
WMA
171
Wealth Management Associates
New Jersey
$303K 4,987 -383 -7%
AIP
172
Almanack Investment Partners
Pennsylvania
$295K 4,857 – –
BFA
173
Beaumont Financial Advisors
Massachusetts
$293K 4,827 -187,808 -97%
RCA
174
Reitz Capital Advisors
Michigan
$284K 4,680 – –
CST
175
Charles Schwab Trust
Nevada
$284K 4,680 +4,680 New
5 6
7
8 9