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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
Lido Advisors
2
Lido Advisors
California
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
SFCL
4
Strengthening Families & Communities LLC
Massachusetts
$8.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.66M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Sequent Asset Management
Texas
$446K – – –
Bank of New York Mellon
152
Bank of New York Mellon
New York
$419K +$63 +1 +0%
MA
153
Montag & Associates
Georgia
$416K – – –
SFA
154
Sequoia Financial Advisors
Ohio
$406K -$6.12K -97 -1%
MAM
155
Marotta Asset Management
Virginia
$401K +$401K +6,352 New
WA
156
WBH Advisory
Maryland
$400K -$13K -206 -3%
FFS
157
Founders Financial Securities
Maryland
$384K +$189 +3 +0%
BCM
158
Brookstone Capital Management
Illinois
$379K -$31.6K -515 -8%
EIP
159
Ellis Investment Partners
Pennsylvania
$377K +$1.14K +18 +0.3%
Marshall Wace
160
Marshall Wace
United Kingdom
$376K -$206K -3,271 -35%
PSF
161
Pacific Sun Financial
California
$343K +$343K +5,575 New
RCAG
162
Rehmann Capital Advisory Group
Michigan
$343K -$60.2K -953 -15%
BAM
163
Belpointe Asset Management
Nevada
$342K -$183K -2,899 -35%
CWM
164
Calamos Wealth Management
Illinois
$336K – – –
WF
165
Warner Financial
Maryland
$333K +$21.4K +339 +7%
PSCM
166
Per Stirling Capital Management
Texas
$327K -$79.8K -1,265 -20%
XWM
167
Xcel Wealth Management
Florida
$319K -$6.31K -100 -2%
WMA
168
Wealth Management Associates
New Jersey
$316K +$694 +11 +0.2%
MA
169
Mutual Advisors
Nebraska
$316K -$13.1K -208 -4%
MWM
170
Mission Wealth Management
California
$303K -$79K -1,252 -21%
SXL
171
Summit X LLC
Missouri
$298K -$5.05K -80 -2%
RWA
172
River Wealth Advisors
Pennsylvania
$288K -$10.7K -169 -4%
Citigroup
173
Citigroup
New York
$286K +$55.3K +876 +24%
CWP
174
Corepath Wealth Partners
Arizona
$283K – – –
LJAC
175
L.J. Altfest & Co
New York
$282K -$7.12K -113 -2%
5 6
7
8 9