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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

346 hedge funds and large institutions have $1.01B invested in Fidelity MSCI Health Care Index ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 125 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+16
Holders Change %
+4.85%
% of All Funds
4.7%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
42
Increased
125
Reduced
111
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$7.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.2M
3
Raymond James Financial
Raymond James Financial
Florida
$19.2M
4
LJAC
L.J. Altfest & Co
New York
$5.39M
5
Osaic Holdings
Osaic Holdings
Arizona
$15M

Top Sellers

1
VC
Vicus Capital
Pennsylvania
$1.22M
2
WWM
Waterway Wealth Management
Texas
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$314K
4
Ameriprise
Ameriprise
Minnesota
$3.04M
5
Wells Fargo
Wells Fargo
California
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
151
Claris Financial
Virginia
$563K – – –
GWM
152
Geneos Wealth Management
Colorado
$559K +$284K +4,164 +104%
DWM
153
Dakota Wealth Management
Florida
$541K -$529K -7,737 -49%
NS
154
NBC Securities
Alabama
$538K +$537K +7,872 +87,467%
AFG
155
Atomi Financial Group
New York
$537K -$74.6K -1,092 -12%
WIA
156
World Investment Advisors
California
$537K +$5.26K +77 +1%
LF
157
LifeSteps Financial
California
$529K -$12.5K -183 -2%
HWM
158
HRC Wealth Management
Idaho
$527K -$72.7K -1,064 -12%
LA
159
LexAurum Advisors
Kansas
$517K +$22.7K +332 +5%
WANY
160
Wealthspire Advisors (New York)
New York
$514K – – –
WPP
161
Whalerock Point Partners
Rhode Island
$503K – – –
CPIG
162
Chicago Partners Investment Group
Illinois
$500K +$269K +4,213 +116%
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$482K +$389K +5,687 +415%
RBFC
164
Roman Butler Fullerton & Co
Missouri
$474K -$157K -2,437 -25%
PSF
165
Pacific Sun Financial
California
$472K +$11.6K +170 +3%
HF
166
HRT Financial
New York
$466K +$466K +6,835 New
AWM
167
Avior Wealth Management
Nebraska
$453K -$44K -644 -9%
VWA
168
Visionary Wealth Advisors
Illinois
$452K -$1.64K -24 -0.4%
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$452K +$6.42K +94 +1%
RCAG
170
Rehmann Capital Advisory Group
Michigan
$438K -$3.55K -52 -0.8%
SAI
171
Savvy Advisors Inc
New York
$431K +$50.3K +736 +13%
ACM
172
Advisors Capital Management
New Jersey
$429K +$57K +834 +15%
PWA
173
Prairie Wealth Advisors
Nebraska
$408K -$9.56K -140 -2%
SFCL
174
Strengthening Families & Communities LLC
Massachusetts
$407K -$132K -1,919 -24%
WMA
175
Wealth Management Associates
New Jersey
$406K -$888 -13 -0.2%
5 6
7
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