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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 70 reducing their positions, and 21 closing their positions.

Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
70
Closed
21
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
-$52K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$254M
2
BIA
2
Barry Investment Advisors
Massachusetts
$10.3M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.6M
4
LGA
4
Lebenthal Global Advisors
New York
$19.3M
5
CW
5
Connectus Wealth
Ohio
$8.17M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$4.77M
2
SG
2
StoneX Group
New York
$2.65M
3
KCM
3
Karp Capital Management
California
$9.23M
4
SPC
4
Sigma Planning Corp
Michigan
$7.34M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$254M 3,872,704 +158,530 +4%
Lido Advisors
2
Lido Advisors
California
$86.7M 1,319,847 +49,797 +4%
CI
3
Clal Insurance
Israel
$71.6M 1,090,000 – –
RWP
4
RWA Wealth Partners
Massachusetts
$50.3M 765,314 +39,099 +5%
FSC
5
Full Sail Capital
Oklahoma
$37.7M 573,583 -13,792 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$37.3M 567,998 -25,421 -4%
TIA
7
Traphagen Investment Advisors
New Jersey
$28.4M 432,543 +116,056 +37%
Osaic Holdings
8
Osaic Holdings
Arizona
$20.5M 316,373 +6,663 +2%
LPL Financial
9
LPL Financial
California
$20.5M 311,813 -11,501 -4%
LGA
10
Lebenthal Global Advisors
New York
$19.3M 294,173 +146,899 +100%
HF
11
Halpern Financial
Virginia
$15.1M 229,598 +14,581 +7%
KAS
12
Kestra Advisory Services
Texas
$14.1M 214,008 +2,583 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.6M 207,880 +69,388 +50%
BFA
14
Beaumont Financial Advisors
Massachusetts
$12.6M 192,635 +156,353 +431%
Ameriprise
15
Ameriprise
Minnesota
$12.5M 190,112 -8,429 -4%
ECML
16
Eagle Capital Management (Louisiana)
Louisiana
$11.5M 175,486 +1,367 +0.8%
Bank of America
17
Bank of America
North Carolina
$11.5M 175,440 -18,836 -10%
Wells Fargo
18
Wells Fargo
California
$11M 166,975 -10,701 -6%
BIA
19
Barry Investment Advisors
Massachusetts
$10.3M 156,682 +156,682 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.36M 142,544 -13,041 -8%
KCM
21
Karp Capital Management
California
$9.23M 140,542 -79,637 -36%
Morgan Stanley
22
Morgan Stanley
New York
$8.92M 135,795 -59,613 -31%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$8.47M 128,974 +47,701 +59%
BFA
24
Buttonwood Financial Advisors
Maryland
$8.44M 128,573 +3,817 +3%
CW
25
Connectus Wealth
Ohio
$8.17M 118,927 +118,927 New
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