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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
2
Lido Advisors
California
$92.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.1M
5
LJAC
5
L.J. Altfest & Co
New York
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
151
Regal Investment Advisors
Michigan
$450K +$799 +13 +0.2%
Renaissance Technologies
152
Renaissance Technologies
New York
$449K -$271K -4,400 -38%
SAM
153
Sequent Asset Management
Texas
$434K -$56.8K -924 -12%
DLCIG
154
D.L. Carlson Investment Group
New Hampshire
$432K +$307 +5 +0.1%
BCM
155
Brookstone Capital Management
Illinois
$426K -$142K -2,223 -25%
IAA
156
Independent Advisor Alliance
North Carolina
$410K -$67.9K -1,105 -14%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$408K – – –
MA
158
Montag & Associates
Georgia
$405K +$124K +2,025 +44%
WA
159
WBH Advisory
Maryland
$402K +$402K +6,542 New
SFA
160
Sequoia Financial Advisors
Ohio
$402K +$36.3K +590 +10%
PSCM
161
Per Stirling Capital Management
Texas
$396K +$922 +15 +0.2%
RCAG
162
Rehmann Capital Advisory Group
Michigan
$392K -$21.1K -344 -5%
NFP
163
NorthLanding Financial Partners
New York
$380K +$2.15K +35 +0.6%
FFS
164
Founders Financial Securities
Maryland
$374K -$6.7K -109 -2%
MWM
165
Mission Wealth Management
California
$372K -$27.3K -444 -7%
EIP
166
Ellis Investment Partners
Pennsylvania
$366K +$13.5K +219 +4%
ST
167
Spinnaker Trust
Maine
$354K -$4.36M -70,859 -92%
RJA
168
Raymond James & Associates
Florida
$352K -$20K -325 -5%
CWM
169
Congress Wealth Management
Massachusetts
$328K -$5.47K -89 -2%
CWM
170
Calamos Wealth Management
Illinois
$327K – – –
MA
171
Mutual Advisors
Nebraska
$320K -$205K -3,327 -39%
XWM
172
Xcel Wealth Management
Florida
$317K – – –
CF
173
Centaurus Financial
California
$308K +$192K +3,120 +166%
WMA
174
Wealth Management Associates
New Jersey
$307K +$61 +1 +0%
WF
175
Warner Financial
Maryland
$303K +$79.8K +1,301 +36%
5 6
7
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