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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

331 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-15
Holders Change %
-4.34%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
118
Reduced
114
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
AGF Management
Ontario, Canada
+$10.7M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.44M
3
MWM
Modern Wealth Management
Kansas
+$6.79M
4
Charles Schwab
Charles Schwab
California
+$6.2M
5
MAM
Marotta Asset Management
Virginia
+$4.88M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$35.8M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$10.5M
3
IFA
Independence Financial Advisors
New Hampshire
-$7.67M
4
Bank of America
Bank of America
North Carolina
-$6.07M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
176
Ipsen Advisor Group
Arkansas
$344K +$2.24K +35 +0.7%
OFS
177
OneAscent Financial Services
Alabama
$338K +$338K +5,278 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$336K -$231K -3,616 -41%
CAC
179
Certified Advisory Corp
Florida
$325K +$84.5K +1,321 +35%
CGH
180
Crossmark Global Holdings
Texas
$320K – – –
XWM
181
Xcel Wealth Management
Florida
$320K – – –
Baird Financial Group
182
Baird Financial Group
Wisconsin
$319K +$319K +4,991 New
PAS
183
PKS Advisory Services
New York
$319K -$25K -391 -7%
FFS
184
Founders Financial Securities
Maryland
$314K -$27.3K -427 -8%
WWM
185
Western Wealth Management
Colorado
$313K +$576 +9 +0.2%
WIP
186
WealthCare Investment Partners
Rhode Island
$311K -$4.76K -74 -2%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$307K -$7.48K -117 -2%
SW
188
SVB Wealth
Massachusetts
$307K +$307K +4,797 New
RWA
189
River Wealth Advisors
Pennsylvania
$295K -$11.7K -183 -4%
Jane Street
190
Jane Street
New York
$292K -$1.75M -27,408 -86%
MFG
191
Monte Financial Group
Connecticut
$288K +$34.9K +546 +14%
CFS
192
Coordinated Financial Services
Colorado
$287K +$37.5K +587 +15%
CWM
193
Calamos Wealth Management
Illinois
$287K -$14.8K -231 -5%
EIP
194
Ellis Investment Partners
Pennsylvania
$287K -$47.5K -743 -14%
SIA
195
Soltis Investment Advisors
Utah
$282K -$13.4K -210 -5%
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$280K -$275K -4,304 -50%
AWP
197
Astra Wealth Partners
New Jersey
$279K +$279K +4,359 New
VBCG
198
Valley Brook Capital Group
Pennsylvania
$278K +$1.92K +30 +0.7%
PWM
199
Partnership Wealth Management
Maryland
$278K +$12.9K +202 +5%
PSCM
200
Per Stirling Capital Management
Texas
$276K -$9.53K -149 -3%
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