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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.09B invested in Fidelity MSCI Health Care Index ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
–
Holders Change %
0%
% of All Funds
4.65%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
29
Increased
104
Reduced
76
Closed
27
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$135K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$18.1M
2
FIM
Freedom Investment Management
Connecticut
$13.5M
3
VC
Vicus Capital
Pennsylvania
$12.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$43.9M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$293K
2
CI
Clal Insurance
Israel
$61.8M
3
RWP
RWA Wealth Partners
Massachusetts
$42.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
5
CW
Connectus Wealth
Ohio
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
176
River Wealth Advisors
Pennsylvania
$263K -$8.98K -148 -3%
PJSIMP
177
P.J. Schmidt Investment Management (PJS)
Wisconsin
$263K -$5.57K -90 -2%
ICG
178
InterOcean Capital Group
Tennessee
$263K +$263K +4,335 New
MWM
179
Mission Wealth Management
California
$252K +$54.9K +907 +28%
DWM
180
Dakota Wealth Management
Florida
$250K +$250K +4,125 New
TCMP
181
Thrive Capital Management (Pennsylvania)
Pennsylvania
$249K -$24.5K -404 -9%
EH
182
Equitable Holdings
New York
$241K -$3.45K -57 -1%
JIC
183
Johnson Investment Counsel
Ohio
$230K +$607 +10 +0.3%
WIA
184
World Investment Advisors
California
$222K +$8.64K +137 +4%
SCP
185
Silverleafe Capital Partners
Tennessee
$221K -$7.39K -122 -3%
CWC
186
Carolinas Wealth Consulting
North Carolina
$211K +$607 +10 +0.3%
AA
187
Advisory Alpha
Michigan
$211K +$9.35K +154 +5%
ZIM
188
Zacks Investment Management
Illinois
$206K +$206K +3,397 New
MWP
189
Madison Wealth Partners
Wisconsin
$204K -$27K -445 -12%
ACM
190
Advisors Capital Management
New Jersey
$202K -$2.37K -39 -1%
CA
191
Continuum Advisory
Idaho
$202K +$202K +3,325 New
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$201K +$145K +2,387 +256%
APA
193
American Portfolios Advisors
New York
$155K +$8.55K +141 +6%
CF
194
Centaurus Financial
California
$154K +$3.77K +62 +3%
Franklin Resources
195
Franklin Resources
California
$152K – – –
SC
196
SouthState Corp
Florida
$137K – – –
AWM
197
Accel Wealth Management
Iowa
$136K -$19.8K -319 -13%
MHR
198
Matthew Hamilton Rosenberg
$136K – – –
EWA
199
EP Wealth Advisors
California
$102K – – –
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$100K -$1.64K -27 -2%
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