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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

241 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
94
Reduced
57
Closed
15
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
-$147K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.38M
2
LPL Financial
2
LPL Financial
California
$19.4M
3
KAS
3
Kestra Advisory Services
Texas
$17.8M
4
Lido Advisors
4
Lido Advisors
California
$70.8M
5
Wells Fargo
5
Wells Fargo
California
$11.5M

Top Sellers

1
NAM
1
NorthCoast Asset Management
Connecticut
$7.85M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$722K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.33M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$316M 4,950,295 +58,473 +1%
Lido Advisors
2
Lido Advisors
California
$70.8M 1,109,718 +95,173 +9%
CI
3
Clal Insurance
Israel
$69.6M 1,090,000 – –
RWP
4
RWA Wealth Partners
Massachusetts
$44.1M 691,575 +6,936 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$37.8M 592,142 +17,274 +3%
FSC
6
Full Sail Capital
Oklahoma
$36.8M 576,814 +43,711 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$21.2M 331,351 +45,864 +16%
HI
8
Harbour Investments
Wisconsin
$20M 313,500 +4,915 +2%
LPL Financial
9
LPL Financial
California
$19.4M 304,438 +98,650 +48%
TIA
10
Traphagen Investment Advisors
New Jersey
$19.2M 300,975 +17,833 +6%
Bank of America
11
Bank of America
North Carolina
$18.4M 288,596 +1,978 +0.7%
KAS
12
Kestra Advisory Services
Texas
$17.8M 278,185 +98,386 +55%
HF
13
Halpern Financial
Virginia
$13.5M 211,652 +14,426 +7%
KCM
14
Karp Capital Management
California
$13.4M 209,774 +2,520 +1%
Wells Fargo
15
Wells Fargo
California
$11.5M 180,898 +59,872 +49%
Truist Financial
16
Truist Financial
North Carolina
$11.5M 180,057 +50,690 +39%
Morgan Stanley
17
Morgan Stanley
New York
$11.4M 179,153 -1,831 -1%
ECML
18
Eagle Capital Management (Louisiana)
Louisiana
$10.7M 167,401 +1,527 +0.9%
SPC
19
Sigma Planning Corp
Michigan
$10.7M 167,402 +16,101 +11%
Ameriprise
20
Ameriprise
Minnesota
$10.6M 166,854 -1,773 -1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.6M 165,491 -22,251 -12%
LJAC
22
L.J. Altfest & Co
New York
$10.5M 164,868 -17,813 -10%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$10.2M 159,908 +6,394 +4%
Stifel Financial
24
Stifel Financial
Missouri
$9.71M 152,236 +43,492 +40%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.38M 131,375 +99,872 +317%
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