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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

319 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Health Care Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
117
Reduced
113
Closed
33
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
-$183K

Top Buyers

1
CW
Connectus Wealth
Ohio
$10.5M
2
AM
AGF Management
Ontario, Canada
$15.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.3M
4
Lido Advisors
Lido Advisors
California
$129M
5
HighTower Advisors
HighTower Advisors
Illinois
$9.03M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$241M
2
Morgan Stanley
Morgan Stanley
New York
$29.1M
3
TIA
Traphagen Investment Advisors
New Jersey
$4.55M
4
AWM
Aprio Wealth Management
Georgia
$0
5
RCYC
Richard C. Young & Co
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIP
176
WealthCare Investment Partners
Rhode Island
$320K -$8.02K -115 -2%
SWC
177
Spectrum Wealth Counsel
Indiana
$317K – – –
BCA
178
Bay Colony Advisors
Massachusetts
$313K +$92.3K +1,323 +42%
HIC
179
Hartline Investment Corp
Illinois
$313K +$313K +4,487 New
SFA
180
Sequoia Financial Advisors
Ohio
$312K -$98.2K -1,408 -24%
BCM
181
Brookstone Capital Management
Illinois
$312K -$29.9K -428 -9%
HWMT
182
Heritage Wealth Management (Texas)
Texas
$312K +$70 +1 +0%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$300K +$117K +1,671 +63%
RWA
184
River Wealth Advisors
Pennsylvania
$299K +$3.42K +49 +1%
SCP
185
Silverleafe Capital Partners
Tennessee
$297K +$49.3K +707 +20%
GC
186
Gilbert & Cook
Iowa
$291K -$18.8K -269 -6%
MA
187
Mutual Advisors
Nebraska
$288K +$17K +243 +6%
GWM
188
Geneos Wealth Management
Colorado
$281K -$4.95K -71 -2%
DAS
189
Dynamic Advisor Solutions
Arizona
$277K +$698 +10 +0.3%
PIA
190
Panoramic Investment Advisors
Colorado
$275K -$21.2K -304 -7%
MFIM
191
Mesirow Financial Investment Management
Illinois
$274K -$11.9K -170 -4%
PCS
192
Personal CFO Solutions
New Jersey
$273K – – –
WWM
193
Western Wealth Management
Colorado
$272K +$2.16K +31 +0.8%
AWA
194
Artemis Wealth Advisors
New York
$268K +$977 +14 +0.4%
VBCG
195
Valley Brook Capital Group
Pennsylvania
$264K +$41.2K +590 +18%
APWM
196
Atlas Private Wealth Management
New York
$255K +$698 +10 +0.3%
CRWM
197
Castle Rock Wealth Management
California
$250K +$8.03K +121 +3%
CAM
198
Creekmur Asset Management
Illinois
$250K -$96.5K -1,383 -28%
CPIG
199
Chicago Partners Investment Group
Illinois
$247K +$798 +12 +0.3%
IA
200
IFP Advisors
Florida
$244K -$21.1K -303 -8%
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8
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