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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
Lido Advisors
2
Lido Advisors
California
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
SFCL
4
Strengthening Families & Communities LLC
Massachusetts
$8.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.66M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
176
P.J. Schmidt Investment Management (PJS)
Wisconsin
$274K – – –
BFA
177
Beaumont Financial Advisors
Massachusetts
$273K – – –
SCA
178
Sandy Cove Advisors
Massachusetts
$261K +$261K +4,131 New
CWM
179
Congress Wealth Management
Massachusetts
$259K -$77.4K -1,226 -23%
LA
180
LexAurum Advisors
Kansas
$258K +$1.64K +26 +0.6%
GWM
181
Geneos Wealth Management
Colorado
$254K +$254K +4,022 New
SCP
182
Silverleafe Capital Partners
Tennessee
$252K -$8.08K -128 -3%
AIP
183
Almanack Investment Partners
Pennsylvania
$252K -$9.47K -150 -4%
JIC
184
Johnson Investment Counsel
Ohio
$249K +$34.3K +544 +16%
PA
185
PFG Advisors
Arizona
$245K -$10.3K -163 -4%
WWM
186
Western Wealth Management
Colorado
$244K -$3.28K -52 -1%
AWA
187
Artemis Wealth Advisors
New York
$241K – – –
ACM
188
Advisors Capital Management
New Jersey
$238K +$10.3K +163 +5%
WIP
189
WealthCare Investment Partners
Rhode Island
$238K +$238K +3,794 New
CPIG
190
Chicago Partners Investment Group
Illinois
$232K +$232K +3,670 New
RCA
191
Reitz Capital Advisors
Michigan
$232K – – –
Neuberger Berman Group
192
Neuberger Berman Group
New York
$227K -$30.2K -478 -12%
HWA
193
Hilltop Wealth Advisors
North Carolina
$226K +$226K +3,580 New
KIA
194
KCM Investment Advisors
California
$223K +$223K +3,532 New
WIA
195
World Investment Advisors
California
$223K +$126 +2 +0.1%
HSA
196
HBK Sorce Advisory
Pennsylvania
$222K – – –
ACM
197
Absolute Capital Management
Pennsylvania
$220K +$220K +3,486 New
TSS
198
Two Sigma Securities
New York
$217K +$217K +3,441 New
IAG
199
Investment Advisory Group
Massachusetts
$210K +$210K +3,334 New
OIA
200
OneDigital Investment Advisors
Kansas
$210K +$210K +3,330 New
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