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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

325 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Health Care Index ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+33
Holders Change %
+11.3%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
57
Increased
100
Reduced
118
Closed
21
Calls
$518K
Puts
–
Net Calls
+$518K
Net Calls Change
+$142K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
AWM
2
Aprio Wealth Management
Georgia
$7.18M
3
RCYC
3
Richard C. Young & Co
Rhode Island
$6.77M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.49M
5
Bank of America
5
Bank of America
North Carolina
$14.8M

Top Sellers

1
FSC
1
Full Sail Capital
Oklahoma
$18.9M
2
Ameriprise
2
Ameriprise
Minnesota
$6.95M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$5.64M
4
CW
4
Connectus Wealth
Ohio
$0
5
SFCL
5
Strengthening Families & Communities LLC
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
201
Chicago Partners Investment Group
Illinois
$242K +$852 +13 +0.4%
EWS
202
Evergreen Wealth Solutions
Pennsylvania
$241K +$241K +3,725 New
CRWM
203
Castle Rock Wealth Management
California
$239K +$239K +3,654 New
APWM
204
Atlas Private Wealth Management
New York
$235K -$786K -12,151 -77%
SCP
205
Silverleafe Capital Partners
Tennessee
$229K -$31.1K -481 -12%
WIA
206
World Investment Advisors
California
$228K +$65 +1 +0%
HWA
207
Hilltop Wealth Advisors
North Carolina
$227K -$4.46K -69 -2%
CWM
208
Congress Wealth Management
Massachusetts
$225K -$14.8K -228 -6%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$224K -$25.1K -388 -10%
WN
210
Williams & Novak
California
$223K +$223K +3,454 New
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$218K +$218K +3,376 New
IAG
212
Investment Advisory Group
Massachusetts
$215K – – –
OPS
213
Orion Portfolio Solutions
Nebraska
$214K -$2.4M -36,167 -92%
BCI
214
Brinker Capital Investments
Pennsylvania
$214K -$2.4M -36,167 -92%
LJAC
215
L.J. Altfest & Co
New York
$213K -$39.5K -610 -16%
JIC
216
Johnson Investment Counsel
Ohio
$212K -$49K -757 -19%
CFS
217
Commonwealth Financial Services
West Virginia
$211K +$211K +3,257 New
CCM
218
Coldstream Capital Management
Washington
$208K +$208K +3,221 New
IAG
219
Investmark Advisory Group
Connecticut
$208K +$208K +3,219 New
VBCG
220
Valley Brook Capital Group
Pennsylvania
$207K +$207K +3,200 New
BCA
221
Bay Colony Advisors
Massachusetts
$205K +$205K +3,164 New
GWA
222
GGM Wealth Advisors
Maryland
$204K +$204K +3,100 New
EFH
223
Eaton Financial Holdings
Florida
$204K +$204K +3,147 New
DOA
224
D'Orazio & Associates
Virginia
$202K +$202K +3,130 New
TCMP
225
Thrive Capital Management (Pennsylvania)
Pennsylvania
$200K +$200K +3,098 New
7 8
9
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