FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.09B invested in Fidelity MSCI Health Care Index ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 76 reducing their positions, and 27 closing their positions.

Holders
275
Holders Change
–
Holders Change %
0%
% of All Funds
4.65%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
29
Increased
104
Reduced
76
Closed
27
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$135K

Top Buyers

1
HI
1
Harbour Investments
Wisconsin
$25.1M
2
UBS Group
2
UBS Group
Switzerland
$18.1M
3
FIM
3
Freedom Investment Management
Connecticut
$13.5M
4
VC
4
Vicus Capital
Pennsylvania
$12.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.3M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$293K
2
CI
2
Clal Insurance
Israel
$61.8M
3
RWP
3
RWA Wealth Partners
Massachusetts
$42.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
CW
5
Connectus Wealth
Ohio
$3.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$241M 3,974,904 +102,200 +3%
Lido Advisors
2
Lido Advisors
California
$78.9M 1,300,872 -18,975 -1%
CI
3
Clal Insurance
Israel
$61.8M 1,019,000 -71,000 -7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$43.9M 723,164 +155,166 +27%
RWP
5
RWA Wealth Partners
Massachusetts
$42.5M 699,702 -65,612 -9%
FSC
6
Full Sail Capital
Oklahoma
$32.7M 539,635 -33,948 -6%
TIA
7
Traphagen Investment Advisors
New Jersey
$27M 445,354 +12,811 +3%
HI
8
Harbour Investments
Wisconsin
$25.1M 412,938 +412,938 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.3M 367,330 +159,450 +77%
LPL Financial
10
LPL Financial
California
$20.9M 344,719 +32,906 +11%
UBS Group
11
UBS Group
Switzerland
$18.1M 297,798 +213,710 +254%
LGA
12
Lebenthal Global Advisors
New York
$17.4M 286,636 -7,537 -3%
Morgan Stanley
13
Morgan Stanley
New York
$16.3M 268,854 +133,059 +98%
Osaic Holdings
14
Osaic Holdings
Arizona
$15.5M 254,615 -61,758 -20%
HF
15
Halpern Financial
Virginia
$15.2M 250,873 +21,275 +9%
FIM
16
Freedom Investment Management
Connecticut
$13.5M 222,672 +204,041 +1,095%
Wells Fargo
17
Wells Fargo
California
$12.9M 212,352 +45,377 +27%
VC
18
Vicus Capital
Pennsylvania
$12.3M 202,105 +161,043 +392%
Ameriprise
19
Ameriprise
Minnesota
$11.2M 181,366 -8,746 -5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$11.2M 183,874 +54,900 +43%
ECML
21
Eagle Capital Management (Louisiana)
Louisiana
$10.6M 174,278 -1,208 -0.7%
Bank of America
22
Bank of America
North Carolina
$10M 165,028 -10,412 -6%
KAS
23
Kestra Advisory Services
Texas
$9.71M 159,983 -54,025 -25%
BIA
24
Barry Investment Advisors
Massachusetts
$9.34M 153,966 -2,716 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.17M 151,101 +8,557 +6%
1
2 3 4 5