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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

298 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Health Care Index ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 81 reducing their positions, and 16 closing their positions.

Holders
298
Holders Change
+30
Holders Change %
+11.19%
% of All Funds
4.81%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
53
Increased
108
Reduced
81
Closed
16
Calls
$1.62M
Puts
$480K
Net Calls
+$1.14M
Net Calls Change
+$545K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.4M
2
MSWM
2
McGlone Suttner Wealth Management
Wisconsin
$9.83M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$27.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$59.8M
5
Ameriprise
5
Ameriprise
Minnesota
$23.2M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$22.7M
2
KCM
2
Karp Capital Management
California
$0
3
TGAM
3
TBH Global Asset Management
Tennessee
$3.32M
4
FPGK
4
Financial Partners Group (Kansas)
Kansas
$6M
5
KAS
5
Kestra Advisory Services
Texas
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$259M 4,045,774 +6,731 +0.2%
Lido Advisors
2
Lido Advisors
California
$90.7M 1,417,791 +47,269 +3%
CI
3
Clal Insurance
Israel
$65.2M 1,019,000 – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$59.8M 935,170 +127,992 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$41.4M 646,633 +225,044 +53%
FSC
6
Full Sail Capital
Oklahoma
$35.4M 552,679 -7,186 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$32.1M 501,911 +41,180 +9%
TIA
8
Traphagen Investment Advisors
New Jersey
$28.9M 451,413 -15,084 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$27.3M 426,216 +143,155 +51%
HI
10
Harbour Investments
Wisconsin
$26.8M 418,789 +5,851 +1%
LGA
11
Lebenthal Global Advisors
New York
$25.6M 399,574 +3,196 +0.8%
LPL Financial
12
LPL Financial
California
$24.4M 381,326 +2,428 +0.6%
Morgan Stanley
13
Morgan Stanley
New York
$23.4M 366,112 +55,631 +18%
Ameriprise
14
Ameriprise
Minnesota
$23.2M 363,449 +113,792 +46%
RWP
15
RWA Wealth Partners
Massachusetts
$22.7M 354,007 -360,949 -50%
UBS Group
16
UBS Group
Switzerland
$19.8M 309,831 -8,637 -3%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$16.1M 251,967 +90,566 +56%
HF
18
Halpern Financial
Virginia
$15.9M 248,409 -2,120 -0.8%
FIM
19
Freedom Investment Management
Connecticut
$15.4M 240,991 -7,192 -3%
Wells Fargo
20
Wells Fargo
California
$14.9M 233,217 +9,993 +4%
Bank of America
21
Bank of America
North Carolina
$11.8M 184,862 +27,097 +17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$11.3M 176,192 +15,614 +10%
ECML
23
Eagle Capital Management (Louisiana)
Louisiana
$11.2M 175,328 -112 -0.1%
SPC
24
Sigma Planning Corp
Michigan
$10.8M 168,417 +4,107 +2%
VC
25
Vicus Capital
Pennsylvania
$10.3M 161,377 +3,222 +2%
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