FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

330 hedge funds and large institutions have $946M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+18
Holders Change %
+5.77%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
59
Increased
112
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$9.44M
2
LPL Financial
2
LPL Financial
California
$33.8M
3
DFG
3
Demars Financial Group
Washington
$8.53M
4
LA
4
Lifeworks Advisors
Michigan
$14M
5
AM
5
AGF Management
Ontario, Canada
$39M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.22M
3
SFCL
3
Strengthening Families & Communities LLC
Massachusetts
$513K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$526K
Name Holding Trade Value Shares
Change 		Shares
Change %
WPP
151
Whalerock Point Partners
Rhode Island
$481K +$65 +1 +0%
AWM
152
Avior Wealth Management
Nebraska
$476K +$11.6K +177 +2%
LA
153
LexAurum Advisors
Kansas
$473K +$52.2K +799 +12%
PSF
154
Pacific Sun Financial
California
$440K +$111K +1,700 +34%
VWA
155
Visionary Wealth Advisors
Illinois
$434K +$20.7K +316 +5%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$429K – – –
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$426K +$171K +2,610 +67%
RCAG
158
Rehmann Capital Advisory Group
Michigan
$423K -$2.88M -44,051 -87%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$421K -$478K -7,318 -53%
SAM
160
Sequent Asset Management
Texas
$411K – – –
PWA
161
Prairie Wealth Advisors
Nebraska
$400K -$20.6K -315 -5%
DF
162
Define Financial
California
$396K +$396K +6,053 New
WMA
163
Wealth Management Associates
New Jersey
$389K -$7.91K -121 -2%
Jones Financial Companies
164
Jones Financial Companies
Missouri
$387K +$157K +2,398 +68%
PJSIMP
165
P.J. Schmidt Investment Management (PJS)
Wisconsin
$379K -$11.8K -180 -3%
SCP
166
Silverleafe Capital Partners
Tennessee
$378K +$65.7K +1,006 +21%
PW
167
PUREfi Wealth
Massachusetts
$366K +$366K +5,599 New
SAI
168
Savvy Advisors Inc
New York
$364K -$11.2K -171 -3%
LWM
169
LongView Wealth Management
Georgia
$363K +$37.6K +576 +12%
CFG
170
Carr Financial Group
Massachusetts
$356K -$88.7K -1,358 -20%
ACM
171
Advisors Capital Management
New Jersey
$356K +$52.2K +799 +17%
TRCT
172
Tower Research Capital (TRC)
New York
$355K +$232K +3,554 +189%
WA
173
WBH Advisory
Maryland
$354K +$65 +1 +0%
FFS
174
Founders Financial Securities
Maryland
$354K -$22K -336 -6%
EIP
175
Ellis Investment Partners
Pennsylvania
$354K -$90.5K -1,385 -20%
5 6
7
8 9