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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

260 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 64 reducing their positions, and 24 closing their positions.

Holders
260
Holders Change
+19
Holders Change %
+7.88%
% of All Funds
4.02%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
50
Increased
87
Reduced
64
Closed
24
Calls
$282K
Puts
–
Net Calls
+$282K
Net Calls Change
+$40K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$87.2M
2
LGA
2
Lebenthal Global Advisors
New York
$10.1M
3
BFA
3
Buttonwood Financial Advisors
Maryland
$8.57M
4
ACA
4
Aptus Capital Advisors
Alabama
$3.64M
5
LA
5
Lifeworks Advisors
Michigan
$3.45M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$255M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.12M
3
Bank of America
3
Bank of America
North Carolina
$13.3M
4
KAS
4
Kestra Advisory Services
Texas
$14.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$255M 3,714,174 -1,236,121 -25%
Lido Advisors
2
Lido Advisors
California
$87.2M 1,270,050 +160,332 +14%
CI
3
Clal Insurance
Israel
$74.8M 1,090,000 – –
RWP
4
RWA Wealth Partners
Massachusetts
$49.9M 726,215 +34,640 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$40.7M 593,419 +1,277 +0.2%
FSC
6
Full Sail Capital
Oklahoma
$36.2M 587,375 +10,561 +2%
LPL Financial
7
LPL Financial
California
$22.2M 323,314 +18,876 +6%
TIA
8
Traphagen Investment Advisors
New Jersey
$21.7M 316,487 +15,512 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$21.3M 309,710 -21,641 -7%
HI
10
Harbour Investments
Wisconsin
$21.2M 308,710 -4,790 -2%
KCM
11
Karp Capital Management
California
$15.1M 220,179 +10,405 +5%
HF
12
Halpern Financial
Virginia
$14.8M 215,017 +3,365 +2%
KAS
13
Kestra Advisory Services
Texas
$14.5M 211,425 -66,760 -24%
Ameriprise
14
Ameriprise
Minnesota
$13.7M 198,541 +31,687 +19%
Morgan Stanley
15
Morgan Stanley
New York
$13.4M 195,408 +16,255 +9%
Bank of America
16
Bank of America
North Carolina
$13.3M 194,276 -94,320 -33%
SPC
17
Sigma Planning Corp
Michigan
$12.8M 186,327 +18,925 +11%
Truist Financial
18
Truist Financial
North Carolina
$12.4M 180,226 +169 +0.1%
Wells Fargo
19
Wells Fargo
California
$12.2M 177,676 -3,222 -2%
ECML
20
Eagle Capital Management (Louisiana)
Louisiana
$12M 174,119 +6,718 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$10.7M 155,585 -4,323 -3%
LGA
22
Lebenthal Global Advisors
New York
$10.1M 147,274 +147,274 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$9.51M 138,492 -26,999 -16%
LJAC
24
L.J. Altfest & Co
New York
$9.34M 136,038 -28,830 -17%
BFA
25
Buttonwood Financial Advisors
Maryland
$8.57M 124,756 +124,756 New
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