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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

260 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+19
Holders Change %
+7.88%
% of All Funds
4.02%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
50
Increased
87
Reduced
64
Closed
24
Calls
$282K
Puts
–
Net Calls
+$282K
Net Calls Change
+$40K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$87.2M
2
LGA
2
Lebenthal Global Advisors
New York
$10.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$3.64M
4
NA
4
NewEdge Advisors
Louisiana
$2.59M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.39M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$255M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.12M
3
Bank of America
3
Bank of America
North Carolina
$13.3M
4
KAS
4
Kestra Advisory Services
Texas
$14.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
S.A. Mason
Michigan
$50K – – –
HWA
202
HHM Wealth Advisors
Tennessee
$48K – – –
TWC
203
TD Waterhouse Canada
Ontario, Canada
$47K +$47K +700 New
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$44K -$32.5K -478 -42%
RFWA
205
RPg Family Wealth Advisory
Massachusetts
$41.4K – – –
FMTCOCP
206
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K – – –
Simplex Trading
207
Simplex Trading
Illinois
$40K +$40K +597 New
LPWM
208
Lake Point Wealth Management
Texas
$39K +$22K +325 +130%
EVM
209
Eaton Vance Management
Massachusetts
$37K – – –
SC
210
Solstein Capital
California
$36K – – –
BFEC
211
Benjamin F. Edwards & Company
Missouri
$35K -$557 -8 -2%
NFSG
212
Newbridge Financial Services Group
Florida
$35K – – –
KPCM
213
Kings Point Capital Management
New York
$34K – – –
MAM
214
Meeder Asset Management
Ohio
$29K – – –
SSB
215
Sandy Spring Bank
Maryland
$28K +$28K +415 New
PMFA
216
Plante Moran Financial Advisors
Michigan
$26K – – –
EWM
217
EPG Wealth Management
Georgia
$26K – – –
AA
218
Ancora Advisors
Ohio
$25K -$3.05K -45 -11%
DWP
219
Destiny Wealth Partners
Florida
$25K – – –
ME
220
McIlrath & Eck
Washington
$24K – – –
William Blair & Company
221
William Blair & Company
Illinois
$24K – – –
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$22K +$22K +314 New
AFG
223
Albion Financial Group
Utah
$22K +$22K +324 New
FHA
224
First Horizon Advisors
Tennessee
$21K -$18.3K -261 -47%
HNB
225
Huntington National Bank
Ohio
$21K -$4K – –
7 8
9
10 11