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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

292 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
106
Reduced
112
Closed
24
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
FIM
2
Freedom Investment Management
Connecticut
$9.28M
3
Lido Advisors
3
Lido Advisors
California
$102M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$3.89M
5
HI
5
Harbour Investments
Wisconsin
$26.5M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$4.61M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$772K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.39M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
TGAM
151
TBH Global Asset Management
Tennessee
$461K -$214K -3,529 -32%
VNA
152
Valley National Advisers
Pennsylvania
$450K -$9.45K -156 -2%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$449K +$298K +4,694 +196%
RIA
154
Regal Investment Advisors
Michigan
$444K +$363 +6 +0.1%
SAM
155
Sequent Asset Management
Texas
$428K – – –
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$420K -$27.2K -455 -6%
WA
157
WBH Advisory
Maryland
$384K – – –
SFA
158
Sequoia Financial Advisors
Ohio
$372K -$17.8K -293 -5%
AF
159
Apexium Financial
Texas
$370K -$226K -3,733 -38%
EIP
160
Ellis Investment Partners
Pennsylvania
$363K +$1.09K +18 +0.3%
WMA
161
Wealth Management Associates
New Jersey
$351K +$47.7K +787 +16%
FFS
162
Founders Financial Securities
Maryland
$336K -$33.3K -549 -9%
PSF
163
Pacific Sun Financial
California
$332K -$6.06K -100 -2%
BCM
164
Brookstone Capital Management
Illinois
$329K -$42K -699 -11%
BAM
165
Belpointe Asset Management
Nevada
$326K -$2.3K -38 -0.7%
Comerica Bank
166
Comerica Bank
Texas
$324K +$324K +5,351 New
WF
167
Warner Financial
Maryland
$321K +$1.15K +19 +0.4%
CA
168
Continuum Advisory
Idaho
$316K +$119K +1,959 +60%
PSCM
169
Per Stirling Capital Management
Texas
$315K +$969 +16 +0.3%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$310K -$208K -3,425 -40%
XWM
171
Xcel Wealth Management
Florida
$303K -$3.33K -55 -1%
PA
172
PFG Advisors
Arizona
$291K +$55.6K +917 +24%
WIP
173
WealthCare Investment Partners
Rhode Island
$288K +$58.5K +969 +26%
CWM
174
Calamos Wealth Management
Illinois
$286K -$36.4K -600 -11%
PIA
175
Panoramic Investment Advisors
Colorado
$283K +$283K +4,675 New
5 6
7
8 9