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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$10.4M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$7.27M
3
Lido Advisors
3
Lido Advisors
California
$133M
4
HI
4
Harbour Investments
Wisconsin
$42.8M
5
ST
5
Spinnaker Trust
Maine
$4.33M

Top Sellers

1
CI
1
Clal Insurance
Israel
$22.3M
2
AWM
2
AE Wealth Management
Kansas
$8.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$240M 3,497,866 +47,946 +1%
Lido Advisors
2
Lido Advisors
California
$133M 1,940,130 +86,920 +5%
HI
3
Harbour Investments
Wisconsin
$42.8M 624,569 +77,883 +14%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$35.2M 513,004 -36,019 -7%
LPL Financial
5
LPL Financial
California
$34.2M 498,822 +14,523 +3%
Morgan Stanley
6
Morgan Stanley
New York
$30.7M 446,833 +29,894 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$27M 393,607 -53,108 -12%
CI
8
Clal Insurance
Israel
$22.3M 325,000 -694,000 -68%
RWP
9
RWA Wealth Partners
Massachusetts
$19.5M 284,140 +4,569 +2%
FSC
10
Full Sail Capital
Oklahoma
$18.4M 268,646 -15,489 -5%
Wells Fargo
11
Wells Fargo
California
$18.1M 263,243 -678 -0.3%
AM
12
AGF Management
Ontario, Canada
$17.8M 260,052 +40,363 +18%
MSWM
13
McGlone Suttner Wealth Management
Wisconsin
$15.2M 234,661 +3,627 +2%
WAM
14
Weatherly Asset Management
California
$14.5M 211,701 +9,172 +5%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$13.4M 194,821 +10,740 +6%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$13.2M 192,042 -25,632 -12%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$12.8M 186,123 -5,007 -3%
Bank of America
18
Bank of America
North Carolina
$12.4M 181,004 -3,112 -2%
KAS
19
Kestra Advisory Services
Texas
$12.3M 186,840 +60,670 +48%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.1M 176,543 -79,078 -31%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$11.9M 174,075 +23,159 +15%
Ameriprise
22
Ameriprise
Minnesota
$11.9M 172,993 +16,162 +10%
BFA
23
Buttonwood Financial Advisors
Maryland
$11.7M 170,276 -1,061 -0.6%
ECML
24
Eagle Capital Management (Louisiana)
Louisiana
$11.6M 169,048 -326 -0.2%
WWM
25
Waterway Wealth Management
Texas
$10.9M 159,338 -22,024 -12%
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