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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

284 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

Holders
284
Holders Change
-14
Holders Change %
-4.7%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
24
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$573K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$14.6M
2
Lido Advisors
2
Lido Advisors
California
$92.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$16.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.62M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.1M
5
LJAC
5
L.J. Altfest & Co
New York
$282K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$251M 4,081,509 +35,735 +0.9%
Lido Advisors
2
Lido Advisors
California
$92.9M 1,511,898 +94,107 +7%
CI
3
Clal Insurance
Israel
$62.6M 1,019,000 – –
FSC
4
Full Sail Capital
Oklahoma
$35.7M 581,289 +28,610 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.5M 560,530 -86,103 -13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$32M 520,216 +18,305 +4%
TIA
7
Traphagen Investment Advisors
New Jersey
$27.7M 451,096 -317 -0.1%
LPL Financial
8
LPL Financial
California
$22.7M 369,645 -11,681 -3%
Morgan Stanley
9
Morgan Stanley
New York
$22.3M 362,582 -3,530 -1%
Ameriprise
10
Ameriprise
Minnesota
$22.1M 358,897 -4,552 -1%
HI
11
Harbour Investments
Wisconsin
$21.6M 351,437 -67,352 -16%
RWP
12
RWA Wealth Partners
Massachusetts
$21.4M 348,421 -5,586 -2%
UBS Group
13
UBS Group
Switzerland
$21.2M 345,527 +35,696 +12%
Osaic Holdings
14
Osaic Holdings
Arizona
$21.1M 342,610 -83,606 -20%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$17.2M 279,956 +27,989 +11%
LGA
16
Lebenthal Global Advisors
New York
$16.4M 267,110 -132,464 -33%
CW
17
Connectus Wealth
Ohio
$14.6M 238,118 +158,597 +199%
Wells Fargo
18
Wells Fargo
California
$14.5M 235,080 +1,863 +0.8%
FIM
19
Freedom Investment Management
Connecticut
$13.4M 217,681 -23,310 -10%
HF
20
Halpern Financial
Virginia
$13.3M 216,341 -32,068 -13%
MSWM
21
McGlone Suttner Wealth Management
Wisconsin
$12.4M 201,380 +47,773 +31%
SPC
22
Sigma Planning Corp
Michigan
$10.8M 176,104 +7,687 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$10.6M 172,905 -3,287 -2%
ECML
24
Eagle Capital Management (Louisiana)
Louisiana
$10.6M 172,883 -2,445 -1%
VC
25
Vicus Capital
Pennsylvania
$10.4M 169,963 +8,586 +5%
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