FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 113 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
–
Holders Change %
0%
% of All Funds
4.51%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
28
Increased
113
Reduced
111
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.49M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.2M
4
LFG
4
Larson Financial Group
Missouri
$6.42M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$6.57M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$114M
2
HI
2
Harbour Investments
Wisconsin
$2.88M
3
Lido Advisors
3
Lido Advisors
California
$126M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.98M
5
LPL Financial
5
LPL Financial
California
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
176
Comerica Bank
Texas
$349K +$32.9K +452 +10%
SCP
177
Silverleafe Capital Partners
Tennessee
$348K +$26.6K +365 +8%
CWM
178
Calamos Wealth Management
Illinois
$343K – – –
AIP
179
Almanack Investment Partners
Pennsylvania
$342K -$3.64K -50 -1%
ACM
180
Advisors Capital Management
New Jersey
$339K +$11.8K +162 +4%
RIA
181
Regal Investment Advisors
Michigan
$336K -$208K -2,852 -38%
WIP
182
WealthCare Investment Partners
Rhode Island
$333K -$7.19K -101 -2%
MFIM
183
Mesirow Financial Investment Management
Illinois
$327K +$40.8K +561 +14%
RWA
184
River Wealth Advisors
Pennsylvania
$318K +$1.53K +21 +0.5%
FT
185
Fiduciary Trust
Massachusetts
$315K +$315K +4,332 New
VBCG
186
Valley Brook Capital Group
Pennsylvania
$310K +$10.3K +141 +3%
CAC
187
Certified Advisory Corp
Florida
$310K +$310K +4,253 New
SFA
188
Sequoia Financial Advisors
Ohio
$306K +$23.3K +320 +8%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$302K +$52.1K +716 +21%
PCS
190
Personal CFO Solutions
New Jersey
$300K +$15.7K +215 +6%
BCA
191
Bay Colony Advisors
Massachusetts
$295K +$2.04K +28 +0.7%
BCM
192
Brookstone Capital Management
Illinois
$294K -$6.33K -87 -2%
GWM
193
Geneos Wealth Management
Colorado
$293K – – –
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$285K -$354K -4,864 -55%
MF
195
Montis Financial
Massachusetts
$284K +$284K +3,901 New
AWA
196
Artemis Wealth Advisors
New York
$281K +$947 +13 +0.3%
PIA
197
Panoramic Investment Advisors
Colorado
$266K +$266K +3,648 New
SWC
198
Spectrum Wealth Counsel
Indiana
$265K -$13K -178 -5%
IA
199
IFP Advisors
Florida
$263K +$23.2K +318 +10%
CPIG
200
Chicago Partners Investment Group
Illinois
$258K +$854 +12 +0.3%
6 7
8
9 10