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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

235 hedge funds and large institutions have $993M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 26 closing their positions.

Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.1%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
26
Increased
95
Reduced
60
Closed
26
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
+$389K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$312M
2
Lido Advisors
2
Lido Advisors
California
$64.7M
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$3.58M
4
FSC
4
Full Sail Capital
Oklahoma
$34M
5
NAM
5
NorthCoast Asset Management
Connecticut
$10.3M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$0
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
VC
3
Vicus Capital
Pennsylvania
$3.36M
4
HF
4
Halpern Financial
Virginia
$12.6M
5
MFG
5
Monumental Financial Group
Maryland
$703K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$312M 4,891,822 +159,534 +3%
CI
2
Clal Insurance
Israel
$69.5M 1,090,000 – –
Lido Advisors
3
Lido Advisors
California
$64.7M 1,014,545 +100,719 +11%
RWP
4
RWA Wealth Partners
Massachusetts
$43.6M 684,639 +11,288 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$36.6M 574,868 +8,993 +2%
FSC
6
Full Sail Capital
Oklahoma
$34M 533,103 +38,293 +8%
HI
7
Harbour Investments
Wisconsin
$19.7M 308,585 -33,452 -10%
Bank of America
8
Bank of America
North Carolina
$18.3M 286,618 +7,288 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$18.2M 285,487 +1,632 +0.6%
TIA
10
Traphagen Investment Advisors
New Jersey
$18M 283,142 +17,603 +7%
KCM
11
Karp Capital Management
California
$13.2M 207,254 +6,480 +3%
LPL Financial
12
LPL Financial
California
$13.1M 205,788 -1,297 -0.6%
HF
13
Halpern Financial
Virginia
$12.6M 197,226 -102,979 -34%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12M 187,742 +280 +0.1%
LJAC
15
L.J. Altfest & Co
New York
$11.6M 182,681 +4,372 +2%
Morgan Stanley
16
Morgan Stanley
New York
$11.5M 180,984 -24,205 -12%
KAS
17
Kestra Advisory Services
Texas
$11.5M 179,799 -2,256 -1%
Ameriprise
18
Ameriprise
Minnesota
$10.8M 168,627 -3,126 -2%
ECML
19
Eagle Capital Management (Louisiana)
Louisiana
$10.6M 165,874 +1,747 +1%
NAM
20
NorthCoast Asset Management
Connecticut
$10.3M 161,674 +26,533 +20%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$9.79M 153,514 -5,577 -4%
SPC
22
Sigma Planning Corp
Michigan
$9.64M 151,301 -13,012 -8%
FPGK
23
Financial Partners Group (Kansas)
Kansas
$8.27M 129,735 +1,245 +1%
Truist Financial
24
Truist Financial
North Carolina
$8.25M 129,367 +1,996 +2%
Wells Fargo
25
Wells Fargo
California
$7.71M 121,026 -21,070 -15%
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