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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

298 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Health Care Index ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+30
Holders Change %
+11.19%
% of All Funds
4.81%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
53
Increased
108
Reduced
81
Closed
16
Calls
$1.62M
Puts
$480K
Net Calls
+$1.14M
Net Calls Change
+$545K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$27.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$59.8M
4
Ameriprise
4
Ameriprise
Minnesota
$23.2M
5
MMA
5
Miracle Mile Advisors
California
$6.64M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$22.7M
2
TGAM
2
TBH Global Asset Management
Tennessee
$3.32M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$6M
4
KAS
4
Kestra Advisory Services
Texas
$8.49M
5
BIA
5
Barry Investment Advisors
Massachusetts
$7.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
201
HBW Advisory Services
California
$223K +$223K +3,478 New
JIC
202
Johnson Investment Counsel
Ohio
$217K -$48.9K -764 -18%
MWP
203
Madison Wealth Partners
Wisconsin
$217K +$217K +3,387 New
OIA
204
OneDigital Investment Advisors
Kansas
$211K +$211K +3,291 New
AT
205
American Trust
Kentucky
$206K -$850K -6,902 -81%
IAG
206
Investment Advisory Group
Massachusetts
$203K +$203K +3,173 New
CA
207
Continuum Advisory
Idaho
$202K +$202K +3,158 New
Franklin Resources
208
Franklin Resources
California
$179K +$36K +563 +25%
CWC
209
Carolinas Wealth Consulting
North Carolina
$152K -$71.1K -1,112 -32%
GBT
210
Grove Bank & Trust
Florida
$145K +$145K +2,260 New
SC
211
SouthState Corp
Florida
$145K – – –
MHR
212
Matthew Hamilton Rosenberg
$141K – – –
AWM
213
Accel Wealth Management
Iowa
$140K – – –
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$136K +$29.6K +463 +28%
USCWA
215
U.S. Capital Wealth Advisors
Texas
$126K +$126K +1,977 New
Citigroup
216
Citigroup
New York
$122K +$44.5K +695 +57%
CF
217
Centaurus Financial
California
$121K -$213K -3,317 -64%
GEA
218
Glen Eagle Advisors
New Jersey
$119K +$7.55K +118 +7%
AF
219
Allworth Financial
California
$114K – – –
SBL
220
Sargent Bickham Lagudis
Colorado
$106K +$384 +6 +0.4%
EWA
221
EP Wealth Advisors
California
$106K +$106K +1,655 New
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$105K – – –
CFGS
223
Concourse Financial Group Securities
Alabama
$97.7K +$8.89K +139 +10%
FP
224
Financial Perspectives
Minnesota
$89.5K +$15.3K +239 +21%
BFPW
225
BOK Financial Private Wealth
Colorado
$83.7K +$31K +485 +59%
7 8
9
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