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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
70
Closed
21
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
-$52K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$254M
2
BIA
2
Barry Investment Advisors
Massachusetts
$10.3M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.6M
4
LGA
4
Lebenthal Global Advisors
New York
$19.3M
5
CW
5
Connectus Wealth
Ohio
$8.17M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$4.77M
2
SG
2
StoneX Group
New York
$2.65M
3
KCM
3
Karp Capital Management
California
$9.23M
4
SPC
4
Sigma Planning Corp
Michigan
$7.34M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
176
Absolute Capital Management
Pennsylvania
$225K -$11.9K -182 -5%
WIA
177
World Investment Advisors
California
$222K +$5.84K +89 +3%
ACM
178
Advisors Capital Management
New Jersey
$221K +$16.6K +252 +8%
AA
179
Advisory Alpha
Michigan
$218K +$19.8K +302 +10%
BCA
180
Bay Colony Advisors
Massachusetts
$215K -$13.5K -206 -6%
MWM
181
Mission Wealth Management
California
$214K +$132 +2 +0.1%
SPIA
182
Steward Partners Investment Advisory
New York
$208K -$8.07K -123 -4%
CCM
183
Coldstream Capital Management
Washington
$208K +$459 +7 +0.2%
BCM
184
Beaumont Capital Management
Massachusetts
$207K +$12.3K +188 +6%
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$206K +3,134 New
CRWM
186
Castle Rock Wealth Management
California
$204K -$128K -1,945 -39%
GWA
187
GGM Wealth Advisors
Maryland
$204K +$204K +3,100 New
MCC
188
Money Concepts Capital
Florida
$188K +$188K +2,868 New
BAM
189
Belpointe Asset Management
Nevada
$168K +$3.09K +47 +2%
AWM
190
Accel Wealth Management
Iowa
$167K -$52.7K -793 -24%
Franklin Resources
191
Franklin Resources
California
$165K +$17.8K +271 +12%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$162K – – –
CF
193
Centaurus Financial
California
$162K +$15.7K +240 +11%
APA
194
American Portfolios Advisors
New York
$159K +$13.6K +207 +9%
SC
195
SouthState Corp
Florida
$148K +$148K +2,260 New
MHR
196
Matthew Hamilton Rosenberg
$145K – – –
PFS
197
Prospera Financial Services
Texas
$116K +$116K +1,769 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$111K -$5.66K -85 -5%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$110K +$110K +1,675 New
EWA
200
EP Wealth Advisors
California
$110K +$110K +1,676 New
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