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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

319 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Health Care Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
117
Reduced
113
Closed
33
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
-$183K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$10.5M
2
AM
2
AGF Management
Ontario, Canada
$15.3M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.3M
4
Lido Advisors
4
Lido Advisors
California
$129M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.03M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$241M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.1M
3
TIA
3
Traphagen Investment Advisors
New Jersey
$4.55M
4
AWM
4
Aprio Wealth Management
Georgia
$0
5
RCYC
5
Richard C. Young & Co
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Congress Wealth Management
Massachusetts
$492K +$250K +3,577 +103%
EIP
152
Ellis Investment Partners
Pennsylvania
$476K +$57.1K +818 +14%
CPIA
153
Cornell Pochily Investment Advisors
New York
$461K +$461K +6,610 New
PWA
154
Prairie Wealth Advisors
Nebraska
$446K +$446K +6,396 New
OIA
155
OneDigital Investment Advisors
Kansas
$441K -$1.33K -19 -0.3%
SAM
156
Sequent Asset Management
Texas
$439K – – –
WI
157
WBI Investments
New Jersey
$435K -$1.09M -15,578 -71%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$428K -$23.3K -345 -5%
SIA
159
Soltis Investment Advisors
Utah
$412K -$9.35K -134 -2%
PJSIMP
160
P.J. Schmidt Investment Management (PJS)
Wisconsin
$412K -$18.5K -265 -4%
LA
161
LexAurum Advisors
Kansas
$410K +$44.5K +638 +12%
FFS
162
Founders Financial Securities
Maryland
$400K -$319K -4,573 -44%
WMA
163
Wealth Management Associates
New Jersey
$397K +$137 +2 +0%
WA
164
WBH Advisory
Maryland
$395K – – –
Comerica Bank
165
Comerica Bank
Texas
$395K +$30.2K +433 +8%
SL
166
Sentinus LLC
Illinois
$373K +$373K +5,349 New
WF
167
Warner Financial
Maryland
$372K +$1.33K +19 +0.4%
Citigroup
168
Citigroup
New York
$370K -$157K -2,248 -30%
PSCM
169
Per Stirling Capital Management
Texas
$357K +$1.05K +15 +0.3%
XWM
170
Xcel Wealth Management
Florida
$355K +$5.65K +81 +2%
PSF
171
Pacific Sun Financial
California
$350K -$20.9K -300 -6%
ACM
172
Advisors Capital Management
New Jersey
$341K +$16.7K +240 +5%
AIP
173
Almanack Investment Partners
Pennsylvania
$331K +$52.3K +750 +19%
CWM
174
Calamos Wealth Management
Illinois
$329K – – –
PA
175
PFG Advisors
Arizona
$321K -$6.91K -99 -2%
5 6
7
8 9