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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
2
Lido Advisors
California
$92.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.1M
5
LJAC
5
L.J. Altfest & Co
New York
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
Coldstream Capital Management
Washington
$296K -$196K -3,193 -40%
SXL
177
Summit X LLC
Missouri
$295K +$295K +4,795 New
RWA
178
River Wealth Advisors
Pennsylvania
$291K +$2.52K +41 +0.9%
CWP
179
Corepath Wealth Partners
Arizona
$290K -$17.2K -269 -6%
OCM
180
One Capital Management
California
$286K -$122K -1,982 -30%
LJAC
181
L.J. Altfest & Co
New York
$282K -$5M -81,375 -95%
BSW
182
Buckingham Strategic Wealth
Missouri
$277K – – –
PJSIMP
183
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K -$12.8K -204 -5%
BFA
184
Beaumont Financial Advisors
Massachusetts
$266K -$2.16M -35,186 -89%
AIP
185
Almanack Investment Partners
Pennsylvania
$255K -$42.9K -698 -14%
SCP
186
Silverleafe Capital Partners
Tennessee
$254K -$676 -11 -0.3%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$250K -$52.5K -854 -17%
LA
188
LexAurum Advisors
Kansas
$250K +$250K +4,064 New
PA
189
PFG Advisors
Arizona
$249K +$4.67K +76 +2%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$246K +$1.72K +28 +0.7%
WWM
191
Western Wealth Management
Colorado
$241K +$430 +7 +0.2%
TW
192
TrinityPoint Wealth
Connecticut
$240K +$240K +3,905 New
AWA
193
Artemis Wealth Advisors
New York
$234K -$1.97K -32 -0.8%
RCA
194
Reitz Capital Advisors
Michigan
$226K -$30.7K -500 -12%
Citigroup
195
Citigroup
New York
$225K +$108K +1,752 +92%
ACM
196
Advisors Capital Management
New Jersey
$222K +$222K +3,606 New
WIA
197
World Investment Advisors
California
$217K +$123 +2 +0.1%
HSA
198
HBK Sorce Advisory
Pennsylvania
$216K -$216K -3,522 -50%
JIC
199
Johnson Investment Counsel
Ohio
$209K – – –
CAC
200
Certified Advisory Corp
Florida
$209K -$240K -3,903 -53%
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8
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