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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.09B invested in Fidelity MSCI Health Care Index ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
–
Holders Change %
0%
% of All Funds
4.65%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
29
Increased
104
Reduced
76
Closed
27
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$135K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$18.1M
2
FIM
Freedom Investment Management
Connecticut
$13.5M
3
VC
Vicus Capital
Pennsylvania
$12.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$43.9M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$293K
2
CI
Clal Insurance
Israel
$61.8M
3
RWP
RWA Wealth Partners
Massachusetts
$42.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
5
CW
Connectus Wealth
Ohio
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
201
Sargent Bickham Lagudis
Colorado
$100K +$303 +5 +0.3%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$99K +$3.27K +54 +3%
SPIA
203
Steward Partners Investment Advisory
New York
$89K -$102K -1,697 -54%
CFGS
204
Concourse Financial Group Securities
Alabama
$84K -$5.31K -88 -6%
GEA
205
Glen Eagle Advisors
New Jersey
$67.9K +$10.6K +174 +18%
AIM
206
Anchor Investment Management
South Carolina
$60.7K – – –
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$50K -$13.8K -228 -22%
BFPW
208
BOK Financial Private Wealth
Colorado
$50K +$50K +823 New
FP
209
Financial Perspectives
Minnesota
$48.4K +$182 +3 +0.4%
HDIM
210
Hanson & Doremus Investment Management
Vermont
$48K – – –
SAM
211
S.A. Mason
Michigan
$44K – – –
TWC
212
TD Waterhouse Canada
Ontario, Canada
$43K – – –
HWA
213
HHM Wealth Advisors
Tennessee
$42K – – –
FCT
214
First Community Trust
Iowa
$39K – – –
SC
215
Solstein Capital
California
$31K – – –
NFSG
216
Newbridge Financial Services Group
Florida
$31K – – –
RG
217
Retirement Group
California
$30K – – –
CCM
218
Covington Capital Management
California
$30K +$30K +500 New
BFEC
219
Benjamin F. Edwards & Company
Missouri
$29K – – –
AW
220
ACG Wealth
Georgia
$29K +$29K +479 New
GIA
221
GHP Investment Advisors
Colorado
$27K – – –
MAM
222
Meeder Asset Management
Ohio
$26K – – –
HIA
223
Harbor Investment Advisory
Maryland
$26K +$26K +423 New
SSB
224
Sandy Spring Bank
Maryland
$25K – – –
AA
225
Ancora Advisors
Ohio
$22K – – –
7 8
9
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