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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

330 hedge funds and large institutions have $946M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+18
Holders Change %
+5.77%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
59
Increased
112
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$9.44M
2
LPL Financial
2
LPL Financial
California
$33.8M
3
DFG
3
Demars Financial Group
Washington
$8.53M
4
LA
4
Lifeworks Advisors
Michigan
$14M
5
AM
5
AGF Management
Ontario, Canada
$39M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.22M
3
SFCL
3
Strengthening Families & Communities LLC
Massachusetts
$513K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$526K
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
176
Warner Financial
Maryland
$352K +$1.37K +21 +0.4%
RCYC
177
Richard C. Young & Co
Rhode Island
$351K +$351K +5,366 New
IAG
178
Ipsen Advisor Group
Arkansas
$348K +$348K +5,319 New
PAS
179
PKS Advisory Services
New York
$345K +$345K +5,277 New
XWM
180
Xcel Wealth Management
Florida
$327K – – –
RWA
181
River Wealth Advisors
Pennsylvania
$324K +$38.4K +588 +13%
SIA
182
Soltis Investment Advisors
Utah
$322K -$77.5K -1,186 -19%
Comerica Bank
183
Comerica Bank
Texas
$319K +$5.69K +87 +2%
WWM
184
Western Wealth Management
Colorado
$318K -$4.51K -69 -1%
PSCM
185
Per Stirling Capital Management
Texas
$317K -$19.1K -293 -6%
SW
186
SVB Wealth
Massachusetts
$313K +$313K +4,789 New
WIP
187
WealthCare Investment Partners
Rhode Island
$311K +$5.56K +85 +2%
CWM
188
Calamos Wealth Management
Illinois
$308K – – –
EFS
189
Essex Financial Services
Connecticut
$303K -$54.6K -836 -15%
GS
190
GTS Securities
New York
$295K -$1.04M -15,928 -78%
HAS
191
HBW Advisory Services
California
$288K +$71.9K +1,100 +33%
FT
192
Fiduciary Trust
Massachusetts
$283K – – –
VBCG
193
Valley Brook Capital Group
Pennsylvania
$282K +$3.33K +51 +1%
PWM
194
Partnership Wealth Management
Maryland
$277K +$54.6K +836 +25%
WI
195
WBI Investments
New Jersey
$274K -$90.8K -1,390 -25%
ECA
196
Elevated Capital Advisors
Utah
$273K +$273K +4,176 New
RIA
197
Regal Investment Advisors
Michigan
$271K -$30.3K -463 -10%
AWM
198
Apex Wealth Management
New Hampshire
$265K +$265K +4,058 New
GWM
199
Geneos Wealth Management
Colorado
$263K – – –
MF
200
Montis Financial
Massachusetts
$255K -$65 -1 -0%
6 7
8
9 10