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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
Lido Advisors
2
Lido Advisors
California
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
SFCL
4
Strengthening Families & Communities LLC
Massachusetts
$8.24M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.66M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Cetera Advisors
Colorado
$209K -$408K -6,468 -66%
DAS
202
Dynamic Advisor Solutions
Arizona
$208K +$208K +3,302 New
CA
203
Continuum Advisory
Idaho
$205K +$205K +3,252 New
AWM
204
Apollon Wealth Management
South Carolina
$203K +$203K +3,217 New
Franklin Resources
205
Franklin Resources
California
$173K – – –
GEA
206
Glen Eagle Advisors
New Jersey
$164K +$34.2K +542 +26%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$151K -$913K -14,438 -86%
CWC
208
Carolinas Wealth Consulting
North Carolina
$151K +$379 +6 +0.3%
PCA
209
Providence Capital Advisors
North Carolina
$148K +$148K +2,343 New
MHR
210
Matthew Hamilton Rosenberg
$139K +$63 +1 +0%
CFGS
211
Concourse Financial Group Securities
Alabama
$119K +$19.8K +314 +20%
CF
212
Centaurus Financial
California
$115K -$201K -3,182 -64%
AF
213
Allworth Financial
California
$114K -$32.8K -520 -22%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$90.6K -$52K -824 -36%
FP
215
Financial Perspectives
Minnesota
$88.8K +$189 +3 +0.2%
AA
216
Ancora Advisors
Ohio
$82.2K +$69.3K +1,097 +535%
CFD
217
Creative Financial Designs
Indiana
$81.9K +$12.6K +200 +18%
William Blair & Company
218
William Blair & Company
Illinois
$64.3K – – –
AIM
219
Anchor Investment Management
South Carolina
$63.1K – – –
SIC
220
Salem Investment Counselors
North Carolina
$60K +$22.1K +350 +58%
HNB
221
Huntington National Bank
Ohio
$56.2K -$61 – –
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$55.2K +$44.2K +700 +400%
TWC
223
TD Waterhouse Canada
Ontario, Canada
$53.9K – – –
NFSG
224
Newbridge Financial Services Group
Florida
$52.7K – – –
BFPW
225
BOK Financial Private Wealth
Colorado
$50.4K – – –
7 8
9
10 11