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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
2
Lido Advisors
California
$92.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.1M
5
LJAC
5
L.J. Altfest & Co
New York
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
201
Franklin Resources
California
$169K -$3.87K -63 -2%
CWC
202
Carolinas Wealth Consulting
North Carolina
$146K +$369 +6 +0.3%
AF
203
Allworth Financial
California
$143K +$33.8K +550 +31%
GBT
204
Grove Bank & Trust
Florida
$139K – – –
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$139K +$38.4K +624 +38%
MHR
206
Matthew Hamilton Rosenberg
$136K – – –
GEA
207
Glen Eagle Advisors
New Jersey
$127K +$12K +195 +10%
AWM
208
Accel Wealth Management
Iowa
$118K -$16.5K -268 -12%
SC
209
SouthState Corp
Florida
$107K -$31.7K -516 -23%
SFCL
210
Strengthening Families & Communities LLC
Massachusetts
$105K -$2.6K -1,857 -2%
CFGS
211
Concourse Financial Group Securities
Alabama
$96.6K +$2.77K +45 +3%
FP
212
Financial Perspectives
Minnesota
$86.2K +$246 +4 +0.3%
CFD
213
Creative Financial Designs
Indiana
$67.5K +$18.7K +305 +38%
William Blair & Company
214
William Blair & Company
Illinois
$62.6K +$6.7K +109 +12%
AIM
215
Anchor Investment Management
South Carolina
$61.5K – – –
TWC
216
TD Waterhouse Canada
Ontario, Canada
$56.8K – – –
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$53.2K -$4.33K -70,485 -8%
CT
218
Colonial Trust
South Carolina
$52K – – –
NFSG
219
Newbridge Financial Services Group
Florida
$51.3K – – –
BFPW
220
BOK Financial Private Wealth
Colorado
$49.1K -$31.4K -510 -39%
NC
221
NewSquare Capital
Pennsylvania
$48.3K +$20.5K +333 +74%
SAM
222
S.A. Mason
Michigan
$44.8K – – –
HDIM
223
Hanson & Doremus Investment Management
Vermont
$44K – – –
HWA
224
HHM Wealth Advisors
Tennessee
$43K – – –
NECFA
225
New England Capital Financial Advisors
Connecticut
$41.1K – – –
7 8
9
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