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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

241 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
94
Reduced
57
Closed
15
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
-$147K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.38M
2
LPL Financial
2
LPL Financial
California
$19.4M
3
KAS
3
Kestra Advisory Services
Texas
$17.8M
4
Lido Advisors
4
Lido Advisors
California
$70.8M
5
Wells Fargo
5
Wells Fargo
California
$11.5M

Top Sellers

1
NAM
1
NorthCoast Asset Management
Connecticut
$7.85M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$722K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.33M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GEA
176
Glen Eagle Advisors
New Jersey
$60.3K 945 – –
HDIM
177
Hanson & Doremus Investment Management
Vermont
$50K 785 +785 New
FP
178
Financial Perspectives
Minnesota
$48.2K 755 +2 +0.3%
LWM
179
Liberty Wealth Management
California
$48K 753 – –
NFG
180
Next Financial Group
Texas
$47K 732 – –
SAM
181
S.A. Mason
Michigan
$47K 729 – –
GT
182
Glenmede Trust
Pennsylvania
$47K 750 +750 New
JCM
183
Jacobi Capital Management
Pennsylvania
$46K 720 +1 +0.1%
HWA
184
HHM Wealth Advisors
Tennessee
$45K 700 – –
RFWA
185
RPg Family Wealth Advisory
Massachusetts
$38.5K 603 – –
FMTCOCP
186
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K 600 – –
FHA
187
First Horizon Advisors
Tennessee
$35K 561 +115 +26%
SC
188
Solstein Capital
California
$33K 522 – –
BFEC
189
Benjamin F. Edwards & Company
Missouri
$33K 511 – –
NFSG
190
Newbridge Financial Services Group
Florida
$33K 510 – –
KPCM
191
Kings Point Capital Management
New York
$32K 500 – –
MAM
192
Meeder Asset Management
Ohio
$27K 426 – –
AA
193
Ancora Advisors
Ohio
$26K 414 – –
IWA
194
IBEX Wealth Advisors
New Jersey
$26K 407 +407 New
PMFA
195
Plante Moran Financial Advisors
Michigan
$24K 377 -103 -21%
EWM
196
EPG Wealth Management
Georgia
$24K 376 +376 New
ME
197
McIlrath & Eck
Washington
$23K 354 – –
DWP
198
Destiny Wealth Partners
Florida
$23K 361 +361 New
William Blair & Company
199
William Blair & Company
Illinois
$22K 349 +24 +7%
CFA
200
Cahill Financial Advisors
Minnesota
$22K 342 +342 New
6 7
8
9 10