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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

298 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Health Care Index ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+30
Holders Change %
+11.19%
% of All Funds
4.81%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
53
Increased
108
Reduced
81
Closed
16
Calls
$1.62M
Puts
$480K
Net Calls
+$1.14M
Net Calls Change
+$545K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$59.8M
4
Ameriprise
4
Ameriprise
Minnesota
$23.2M
5
MMA
5
Miracle Mile Advisors
California
$6.64M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$22.7M
2
TGAM
2
TBH Global Asset Management
Tennessee
$3.32M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$6M
4
KAS
4
Kestra Advisory Services
Texas
$8.49M
5
BIA
5
Barry Investment Advisors
Massachusetts
$7.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
176
Pacific Sun Financial
California
$346K -$24.3K -380 -7%
CWM
177
Calamos Wealth Management
Illinois
$340K – – –
XWM
178
Xcel Wealth Management
Florida
$330K – – –
WMA
179
Wealth Management Associates
New Jersey
$319K +$64 +1 +0%
IAG
180
Ipsen Advisor Group
Arkansas
$316K +$316K +4,946 New
Neuberger Berman Group
181
Neuberger Berman Group
New York
$315K -$17.8K -278 -5%
AIP
182
Almanack Investment Partners
Pennsylvania
$310K – – –
PIA
183
Panoramic Investment Advisors
Colorado
$308K +$308K +4,808 New
CWP
184
Corepath Wealth Partners
Arizona
$302K -$14.8K -235 -5%
RWA
185
River Wealth Advisors
Pennsylvania
$300K +$9.15K +143 +3%
MA
186
Montag & Associates
Georgia
$292K +$292K +4,569 New
CI
187
CX Institutional
Indiana
$289K +$36.3K +567 +14%
CST
188
Charles Schwab Trust
Nevada
$287K – – –
PJSIMP
189
P.J. Schmidt Investment Management (PJS)
Wisconsin
$286K +$2.56K +40 +0.9%
BSW
190
Buckingham Strategic Wealth
Missouri
$277K -$31.4K -491 -10%
RCA
191
Reitz Capital Advisors
Michigan
$267K – – –
SCP
192
Silverleafe Capital Partners
Tennessee
$265K +$128 +2 +0%
GWM
193
Geneos Wealth Management
Colorado
$257K – – –
PA
194
PFG Advisors
Arizona
$254K +$254K +3,972 New
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$254K -$13.8K -216 -5%
WWM
196
Western Wealth Management
Colorado
$251K -$361K -5,636 -59%
MCC
197
Money Concepts Capital
Florida
$249K +$249K +3,888 New
AWA
198
Artemis Wealth Advisors
New York
$246K -$83.4K -1,304 -25%
WF
199
Warner Financial
Maryland
$233K +$233K +3,636 New
WIA
200
World Investment Advisors
California
$225K +$64 +1 +0%
6 7
8
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