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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$10.4M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$7.27M
3
Lido Advisors
3
Lido Advisors
California
$133M
4
HI
4
Harbour Investments
Wisconsin
$42.8M
5
ST
5
Spinnaker Trust
Maine
$4.33M

Top Sellers

1
CI
1
Clal Insurance
Israel
$22.3M
2
AWM
2
AE Wealth Management
Kansas
$8.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TGAM
151
TBH Global Asset Management
Tennessee
$509K +$69 +1 +0%
WPP
152
Whalerock Point Partners
Rhode Island
$505K – – –
WANY
153
Wealthspire Advisors (New York)
New York
$500K +$500K +7,293 New
AWM
154
Avior Wealth Management
Nebraska
$489K +$823 +12 +0.2%
EIP
155
Ellis Investment Partners
Pennsylvania
$465K -$3.57K -52 -0.8%
CPIA
156
Cornell Pochily Investment Advisors
New York
$461K +$7.68K +112 +2%
AA
157
Axiom Advisory
California
$447K +$447K +6,610 New
PWA
158
Prairie Wealth Advisors
Nebraska
$439K +$343 +5 +0.1%
Marshall Wace
159
Marshall Wace
United Kingdom
$438K +$438K +6,379 New
OIA
160
OneDigital Investment Advisors
Kansas
$435K +$1.03K +15 +0.2%
LA
161
LexAurum Advisors
Kansas
$433K +$30.5K +444 +8%
SAM
162
Sequent Asset Management
Texas
$432K – – –
PJSIMP
163
P.J. Schmidt Investment Management (PJS)
Wisconsin
$418K +$13K +189 +3%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$415K -$15.3K -225 -4%
SIA
165
Soltis Investment Advisors
Utah
$405K – – –
WMA
166
Wealth Management Associates
New Jersey
$397K – – –
EFS
167
Essex Financial Services
Connecticut
$395K -$154K -2,182 -28%
FFS
168
Founders Financial Securities
Maryland
$394K +$206 +3 +0.1%
WI
169
WBI Investments
New Jersey
$391K -$36.6K -534 -9%
TRCT
170
Tower Research Capital (TRC)
New York
$376K +$360K +5,249 +2,243%
WA
171
WBH Advisory
Maryland
$375K -$13.7K -200 -4%
VWA
172
Visionary Wealth Advisors
Illinois
$372K +$372K +5,421 New
SL
173
Sentinus LLC
Illinois
$367K +$137 +2 +0%
WF
174
Warner Financial
Maryland
$367K +$1.24K +18 +0.3%
PSCM
175
Per Stirling Capital Management
Texas
$352K +$1.03K +15 +0.3%
5 6
7
8 9