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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

312 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 113 increasing their positions, 111 reducing their positions, and 24 closing their positions.

Holders
312
Holders Change
–
Holders Change %
0%
% of All Funds
4.51%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
28
Increased
113
Reduced
111
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.49M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.2M
4
LFG
4
Larson Financial Group
Missouri
$6.42M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$6.57M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$114M
2
HI
2
Harbour Investments
Wisconsin
$2.88M
3
Lido Advisors
3
Lido Advisors
California
$126M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.98M
5
LPL Financial
5
LPL Financial
California
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$126M 1,736,579 -203,551 -10%
Charles Schwab
2
Charles Schwab
California
$114M 1,563,767 -1,934,099 -55%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$37.9M 519,944 +6,940 +1%
AM
4
AGF Management
Ontario, Canada
$37M 507,939 +247,887 +95%
Morgan Stanley
5
Morgan Stanley
New York
$30.3M 416,634 -30,199 -7%
LPL Financial
6
LPL Financial
California
$27.9M 383,021 -115,801 -23%
CI
7
Clal Insurance
Israel
$23.7M 325,000 – –
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$22M 302,571 -91,036 -23%
RWP
9
RWA Wealth Partners
Massachusetts
$18.8M 258,501 -25,639 -9%
FSC
10
Full Sail Capital
Oklahoma
$18.7M 256,473 -12,173 -5%
Wells Fargo
11
Wells Fargo
California
$17.8M 244,016 -19,227 -7%
WAM
12
Weatherly Asset Management
California
$17.1M 235,143 +23,442 +11%
KAS
13
Kestra Advisory Services
Texas
$16.6M 228,640 +41,800 +22%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$13.8M 189,237 +3,114 +2%
MSWM
15
McGlone Suttner Wealth Management
Wisconsin
$13.6M 186,481 -48,180 -21%
Bank of America
16
Bank of America
North Carolina
$13.4M 184,320 +3,316 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$13.2M 181,791 +7,716 +4%
Ameriprise
18
Ameriprise
Minnesota
$13M 168,953 -4,040 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$12.5M 171,269 -5,274 -3%
BFA
20
Buttonwood Financial Advisors
Maryland
$12.4M 170,520 +244 +0.1%
ECML
21
Eagle Capital Management (Louisiana)
Louisiana
$12.3M 169,171 +123 +0.1%
WWM
22
Waterway Wealth Management
Texas
$11.5M 158,404 -934 -0.6%
VC
23
Vicus Capital
Pennsylvania
$11.5M 158,247 +5,131 +3%
SFCL
24
Strengthening Families & Communities LLC
Massachusetts
$11.5M 157,924 +6,123 +4%
TCM
25
Traynor Capital Management
Pennsylvania
$11.4M 156,996 -476 -0.3%
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