FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

319 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Health Care Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 33 closing their positions.

Holders
319
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
117
Reduced
113
Closed
33
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
-$183K

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$10.5M
2
AM
2
AGF Management
Ontario, Canada
$15.3M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.3M
4
Lido Advisors
4
Lido Advisors
California
$129M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.03M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$241M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.1M
3
TIA
3
Traphagen Investment Advisors
New Jersey
$4.55M
4
AWM
4
Aprio Wealth Management
Georgia
$0
5
RCYC
5
Richard C. Young & Co
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$241M 3,449,920 -1,625,375 -32%
Lido Advisors
2
Lido Advisors
California
$129M 1,853,210 +118,778 +7%
CI
3
Clal Insurance
Israel
$71.1M 1,019,000 – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$38.3M 549,023 -1,465 -0.3%
HI
5
Harbour Investments
Wisconsin
$38.1M 546,686 +69,959 +15%
LPL Financial
6
LPL Financial
California
$33.8M 484,299 +2,973 +0.6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31.2M 446,715 -80,197 -15%
Morgan Stanley
8
Morgan Stanley
New York
$29.1M 416,939 -397,073 -49%
FSC
9
Full Sail Capital
Oklahoma
$19.8M 284,135 -7,608 -3%
RWP
10
RWA Wealth Partners
Massachusetts
$19.5M 279,571 -12,093 -4%
AWM
11
AE Wealth Management
Kansas
$19.2M 275,049 -599 -0.2%
Wells Fargo
12
Wells Fargo
California
$18.4M 263,921 -12,019 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$17.8M 255,621 -42,175 -14%
MSWM
14
McGlone Suttner Wealth Management
Wisconsin
$16.1M 231,034 -3,627 -2%
AM
15
AGF Management
Ontario, Canada
$15.3M 219,689 +144,436 +192%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$15.2M 217,674 +27,825 +15%
WAM
17
Weatherly Asset Management
California
$14.1M 202,529 +15,334 +8%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$13.3M 191,130 +136,165 +248%
Bank of America
19
Bank of America
North Carolina
$12.8M 184,116 -45,037 -20%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$12.8M 184,081 +20,337 +12%
WWM
21
Waterway Wealth Management
Texas
$12.7M 181,362 -11,238 -6%
BFA
22
Buttonwood Financial Advisors
Maryland
$12M 171,337 +25,510 +17%
ECML
23
Eagle Capital Management (Louisiana)
Louisiana
$11.8M 169,374 -797 -0.5%
Ameriprise
24
Ameriprise
Minnesota
$10.9M 156,831 +49,326 +46%
TCM
25
Traynor Capital Management
Pennsylvania
$10.9M 155,836 +840 +0.5%
1
2 3 4 5