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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 113 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
–
Holders Change %
0%
% of All Funds
4.51%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
28
Increased
113
Reduced
111
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.49M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.2M
4
LFG
4
Larson Financial Group
Missouri
$6.42M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$6.57M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$114M
2
HI
2
Harbour Investments
Wisconsin
$2.88M
3
Lido Advisors
3
Lido Advisors
California
$126M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.98M
5
LPL Financial
5
LPL Financial
California
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
201
Jones Financial Companies
Missouri
$255K +$163K +2,253 +177%
WN
202
Williams & Novak
California
$255K +$3.13K +43 +1%
CPIA
203
Cornell Pochily Investment Advisors
New York
$250K -$240K -3,294 -49%
ANBT
204
American National Bank & Trust
Texas
$248K +$28.1K +386 +13%
PWM
205
Partnership Wealth Management
Maryland
$248K -$7.72K -106 -3%
HAS
206
HBW Advisory Services
California
$241K +$241K +3,306 New
HWA
207
Hilltop Wealth Advisors
North Carolina
$238K +$4K +55 +2%
CCM
208
Coldstream Capital Management
Washington
$236K +$437 +6 +0.2%
Franklin Resources
209
Franklin Resources
California
$233K +$32.8K +449 +16%
EFH
210
Eaton Financial Holdings
Florida
$231K +$231K +3,180 New
IAG
211
Investment Advisory Group
Massachusetts
$231K -$2.91K -40 -1%
PCA
212
Pallas Capital Advisors
Massachusetts
$230K +$11K +156 +5%
DOA
213
D'Orazio & Associates
Virginia
$229K +$801 +11 +0.4%
IAG
214
Investmark Advisory Group
Connecticut
$228K -$5.9K -81 -3%
CFS
215
Commonwealth Financial Services
West Virginia
$228K -$7.31K -101 -3%
AI
216
Atria Investments
North Carolina
$228K -$534K -7,330 -70%
SVWAG
217
Sound View Wealth Advisors Group
Georgia
$219K +$219K +3,013 New
GVAG
218
Great Valley Advisor Group
Delaware
$213K -$20.7K -284 -9%
SC
219
Savant Capital
Illinois
$213K +$213K +2,925 New
Corient Private Wealth
220
Corient Private Wealth
Florida
$212K +$212K +2,907 New
HSA
221
HBK Sorce Advisory
Pennsylvania
$207K +$207K +2,850 New
GEA
222
Glen Eagle Advisors
New Jersey
$206K +$5.1K +70 +3%
CA
223
Continuum Advisory
Idaho
$203K -$2.61K -38 -1%
JIC
224
Johnson Investment Counsel
Ohio
$202K -$12.1K -166 -6%
SM
225
Sweeney & Michel
California
$200K +$200K +2,760 New
7 8
9
10 11