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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

330 hedge funds and large institutions have $946M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 33 closing their positions.

Holders
330
Holders Change
+18
Holders Change %
+5.77%
% of All Funds
4.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
59
Increased
112
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$12.9M
2
FFS
2
Fischer Financial Services
Pennsylvania
$10.8M
3
AWM
3
Apollon Wealth Management
South Carolina
$9.44M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
DFG
5
Demars Financial Group
Washington
$8.53M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.22M
3
SFCL
3
Strengthening Families & Communities LLC
Massachusetts
$513K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$526K
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$119M 1,823,697 +87,118 +5%
Charles Schwab
2
Charles Schwab
California
$107M 1,634,514 +70,747 +5%
AM
3
AGF Management
Ontario, Canada
$39M 597,163 +89,224 +18%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$34.2M 523,252 +3,308 +0.6%
LPL Financial
5
LPL Financial
California
$33.8M 517,910 +134,889 +35%
Morgan Stanley
6
Morgan Stanley
New York
$30.2M 461,675 +45,041 +11%
Wells Fargo
7
Wells Fargo
California
$17.5M 267,844 +23,828 +10%
RWP
8
RWA Wealth Partners
Massachusetts
$16.7M 255,888 -2,613 -1%
MSWM
9
McGlone Suttner Wealth Management
Wisconsin
$16.7M 255,256 +68,775 +37%
WAM
10
Weatherly Asset Management
California
$16.5M 253,170 +18,027 +8%
FSC
11
Full Sail Capital
Oklahoma
$16.3M 249,334 -7,139 -3%
KAS
12
Kestra Advisory Services
Texas
$15.8M 241,144 +12,504 +5%
LA
13
Lifeworks Advisors
Michigan
$14M 214,778 +94,881 +79%
Raymond James Financial
14
Raymond James Financial
Florida
$12.9M 197,456 +197,456 New
Bank of America
15
Bank of America
North Carolina
$12.4M 189,260 +4,940 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$11.9M 181,490 -7,747 -4%
BFA
17
Buttonwood Financial Advisors
Maryland
$11.7M 178,664 +8,144 +5%
ECML
18
Eagle Capital Management (Louisiana)
Louisiana
$11.1M 170,243 +1,072 +0.6%
FFS
19
Fischer Financial Services
Pennsylvania
$10.8M 165,298 +165,298 New
VC
20
Vicus Capital
Pennsylvania
$10.8M 164,949 +6,702 +4%
IRC
21
Investors Research Corp
Georgia
$10.7M 163,095 +9,953 +6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$10M 153,717 -264 -0.2%
Ameriprise
23
Ameriprise
Minnesota
$9.81M 150,192 -18,761 -11%
AWM
24
Apollon Wealth Management
South Carolina
$9.44M 144,507 +144,507 New
Osaic Holdings
25
Osaic Holdings
Arizona
$9.41M 143,687 -27,582 -16%
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