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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
70
Closed
21
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
-$52K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$254M
2
BIA
2
Barry Investment Advisors
Massachusetts
$10.3M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.6M
4
LGA
4
Lebenthal Global Advisors
New York
$19.3M
5
CW
5
Connectus Wealth
Ohio
$8.17M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$4.77M
2
SG
2
StoneX Group
New York
$2.65M
3
KCM
3
Karp Capital Management
California
$9.23M
4
SPC
4
Sigma Planning Corp
Michigan
$7.34M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
201
Sargent Bickham Lagudis
Colorado
$108K +$394 +6 +0.4%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$104K +$99.6K +1,515 +2,261%
CFGS
203
Concourse Financial Group Securities
Alabama
$97K -$138K -2,101 -59%
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$69K +$69K +1,054 New
LIA
205
LS Investment Advisors
Michigan
$67K +$67K +1,024 New
AIM
206
Anchor Investment Management
South Carolina
$65.7K – – –
AIP
207
Ahrens Investment Partners
Louisiana
$63K +$132 +2 +0.2%
GEA
208
Glen Eagle Advisors
New Jersey
$62K – – –
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$61K +$18.5K +283 +44%
FP
210
Financial Perspectives
Minnesota
$52.2K +$197 +3 +0.4%
HDIM
211
Hanson & Doremus Investment Management
Vermont
$52K – – –
GT
212
Glenmede Trust
Pennsylvania
$49K – – –
SAM
213
S.A. Mason
Michigan
$48K – – –
TWC
214
TD Waterhouse Canada
Ontario, Canada
$46.4K – – –
HWA
215
HHM Wealth Advisors
Tennessee
$46K – – –
FCT
216
First Community Trust
Iowa
$42K -$42K -637 -50%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$42K +$21.2K +321 +102%
RFWA
218
RPg Family Wealth Advisory
Massachusetts
$39.6K – – –
SC
219
Solstein Capital
California
$34K -$263 -4 -0.8%
NFSG
220
Newbridge Financial Services Group
Florida
$33K – – –
KPCM
221
Kings Point Capital Management
New York
$33K – – –
RG
222
Retirement Group
California
$33K +$33K +500 New
BFEC
223
Benjamin F. Edwards & Company
Missouri
$32K -$1.26K -19 -4%
EWM
224
EPG Wealth Management
Georgia
$32K +$7.4K +113 +30%
GIA
225
GHP Investment Advisors
Colorado
$29K +$29K +448 New
7 8
9
10 11