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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

296 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
41
Increased
98
Reduced
100
Closed
26
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
-$282K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$315M
2
QS
2
Quantitative Strategies
California
$7.02M
3
Lido Advisors
3
Lido Advisors
California
$101M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.1M
5
SFCL
5
Strengthening Families & Communities LLC
Massachusetts
$8.24M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$7.08M
3
FIM
3
Freedom Investment Management
Connecticut
$1.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$315M 4,998,263 +916,754 +22%
Lido Advisors
2
Lido Advisors
California
$101M 1,599,797 +87,899 +6%
CI
3
Clal Insurance
Israel
$64.3M 1,019,000 – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$46M 728,443 -136,242 -16%
FSC
5
Full Sail Capital
Oklahoma
$36.1M 571,700 -9,589 -2%
TIA
6
Traphagen Investment Advisors
New Jersey
$28.8M 456,734 +5,638 +1%
Morgan Stanley
7
Morgan Stanley
New York
$24.7M 391,093 +28,511 +8%
LPL Financial
8
LPL Financial
California
$24.4M 386,940 +17,295 +5%
HI
9
Harbour Investments
Wisconsin
$24.4M 386,777 +35,340 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.7M 375,049 -185,481 -33%
Osaic Holdings
11
Osaic Holdings
Arizona
$22.3M 353,643 +11,033 +3%
RWP
12
RWA Wealth Partners
Massachusetts
$20.8M 328,948 -19,473 -6%
Ameriprise
13
Ameriprise
Minnesota
$18.9M 299,993 -58,904 -16%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$17M 270,013 -9,943 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$15.3M 243,067 -277,149 -53%
Wells Fargo
16
Wells Fargo
California
$15.2M 240,294 +5,214 +2%
LGA
17
Lebenthal Global Advisors
New York
$14.1M 222,633 -44,477 -17%
MSWM
18
McGlone Suttner Wealth Management
Wisconsin
$13.9M 220,150 +18,770 +9%
CW
19
Connectus Wealth
Ohio
$12.2M 192,567 -45,551 -19%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$11.1M 176,342 +87,231 +98%
ECML
21
Eagle Capital Management (Louisiana)
Louisiana
$11.1M 175,171 +2,288 +1%
AWM
22
AE Wealth Management
Kansas
$11M 174,253 +25,759 +17%
SPC
23
Sigma Planning Corp
Michigan
$10.6M 168,432 -7,672 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$10.6M 167,434 -5,471 -3%
TCM
25
Traynor Capital Management
Pennsylvania
$10.3M 162,657 +1,643 +1%
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