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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

292 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
106
Reduced
112
Closed
24
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
FIM
2
Freedom Investment Management
Connecticut
$9.28M
3
Lido Advisors
3
Lido Advisors
California
$102M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$3.89M
5
HI
5
Harbour Investments
Wisconsin
$26.5M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$4.61M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.3M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$772K
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.39M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$305M 5,027,283 +29,020 +0.6%
Lido Advisors
2
Lido Advisors
California
$102M 1,676,610 +76,813 +5%
CI
3
Clal Insurance
Israel
$61.7M 1,019,000 – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$38.3M 632,438 -96,005 -13%
FSC
5
Full Sail Capital
Oklahoma
$34.5M 570,207 -1,493 -0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$34.3M 565,455 +190,406 +51%
TIA
7
Traphagen Investment Advisors
New Jersey
$29.1M 479,569 +22,835 +5%
HI
8
Harbour Investments
Wisconsin
$26.5M 436,770 +49,993 +13%
Morgan Stanley
9
Morgan Stanley
New York
$26.2M 433,272 +42,179 +11%
LPL Financial
10
LPL Financial
California
$25.4M 418,904 +31,964 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$22.4M 370,087 +16,444 +5%
Ameriprise
12
Ameriprise
Minnesota
$20.2M 333,789 +33,796 +11%
RWP
13
RWA Wealth Partners
Massachusetts
$18.9M 311,749 -17,199 -5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$16.4M 271,332 +28,265 +12%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$15.4M 254,036 -15,977 -6%
Wells Fargo
16
Wells Fargo
California
$14.7M 241,851 +1,557 +0.6%
MSWM
17
McGlone Suttner Wealth Management
Wisconsin
$14.1M 233,081 +12,931 +6%
AWM
18
AE Wealth Management
Kansas
$12.5M 206,917 +32,664 +19%
ECML
19
Eagle Capital Management (Louisiana)
Louisiana
$10.5M 174,040 -1,131 -0.6%
TCM
20
Traynor Capital Management
Pennsylvania
$10.1M 167,467 +4,810 +3%
SPC
21
Sigma Planning Corp
Michigan
$10M 165,321 -3,111 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.99M 164,836 -2,598 -2%
WAM
23
Weatherly Asset Management
California
$9.93M 163,844 +11,450 +8%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$9.6M 158,534 -17,808 -10%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$9.41M 155,405 +5,069 +3%
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