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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

292 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
106
Reduced
112
Closed
24
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
FIM
2
Freedom Investment Management
Connecticut
$9.28M
3
Lido Advisors
3
Lido Advisors
California
$102M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$3.89M
5
HI
5
Harbour Investments
Wisconsin
$26.5M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$4.61M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$772K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.39M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
176
Citigroup
New York
$281K +$6.42K +106 +2%
SXL
177
Summit X LLC
Missouri
$280K -$5.33K -88 -2%
MWM
178
Mission Wealth Management
California
$277K -$13.9K -229 -5%
CWP
179
Corepath Wealth Partners
Arizona
$275K – – –
MA
180
Mutual Advisors
Nebraska
$275K -$27.7K -458 -9%
GC
181
Gilbert & Cook
Iowa
$271K +$271K +4,466 New
LA
182
LexAurum Advisors
Kansas
$266K +$18.1K +299 +7%
PJSIMP
183
P.J. Schmidt Investment Management (PJS)
Wisconsin
$262K +$5.71K +95 +2%
BFA
184
Beaumont Financial Advisors
Massachusetts
$252K -$10.3K -170 -4%
SCA
185
Sandy Cove Advisors
Massachusetts
$251K +$909 +15 +0.4%
SCP
186
Silverleafe Capital Partners
Tennessee
$244K +$1.76K +29 +0.7%
JIC
187
Johnson Investment Counsel
Ohio
$244K +$5.21K +86 +2%
GWM
188
Geneos Wealth Management
Colorado
$244K – – –
ACM
189
Absolute Capital Management
Pennsylvania
$242K +$31.2K +515 +15%
LJAC
190
L.J. Altfest & Co
New York
$236K -$34.8K -575 -13%
WWM
191
Western Wealth Management
Colorado
$235K +$363 +6 +0.2%
Neuberger Berman Group
192
Neuberger Berman Group
New York
$233K +$15.8K +260 +7%
AIP
193
Almanack Investment Partners
Pennsylvania
$233K -$9.09K -150 -4%
ACM
194
Advisors Capital Management
New Jersey
$232K +$3.28K +54 +1%
AWA
195
Artemis Wealth Advisors
New York
$231K – – –
RWA
196
River Wealth Advisors
Pennsylvania
$228K -$48.3K -798 -17%
CWM
197
Congress Wealth Management
Massachusetts
$224K -$24.3K -401 -10%
CPIG
198
Chicago Partners Investment Group
Illinois
$219K +$714 +12 +0.3%
HWA
199
Hilltop Wealth Advisors
North Carolina
$217K – – –
WIA
200
World Investment Advisors
California
$214K +$121 +2 +0.1%
6 7
8
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