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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

331 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-15
Holders Change %
-4.34%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
118
Reduced
114
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
AGF Management
Ontario, Canada
+$10.7M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.44M
3
MWM
Modern Wealth Management
Kansas
+$6.79M
4
Charles Schwab
Charles Schwab
California
+$6.2M
5
MAM
Marotta Asset Management
Virginia
+$4.88M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$35.8M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$10.5M
3
IFA
Independence Financial Advisors
New Hampshire
-$7.67M
4
Bank of America
Bank of America
North Carolina
-$6.07M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$121M +$4.35M +68,004 +4%
Charles Schwab
2
Charles Schwab
California
$113M +$6.2M +96,965 +6%
AM
3
AGF Management
Ontario, Canada
$48.4M +$10.7M +167,956 +29%
LPL Financial
4
LPL Financial
California
$37.6M +$1.28M +20,055 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$31.4M -$3.82M -59,780 -11%
Morgan Stanley
6
Morgan Stanley
New York
$28.9M +$1.38M +21,585 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$18.6M +$703K +10,994 +4%
KAS
8
Kestra Advisory Services
Texas
$17.9M +$3.57M +55,757 +25%
WAM
9
Weatherly Asset Management
California
$17.4M +$828K +12,943 +5%
MSWM
10
McGlone Suttner Wealth Management
Wisconsin
$17.3M +$722K +11,296 +4%
FSC
11
Full Sail Capital
Oklahoma
$14.8M +$137K +2,150 +0.9%
IRC
12
Investors Research Corp
Georgia
$12.5M +$1.1M +17,212 +10%
RWP
13
RWA Wealth Partners
Massachusetts
$12.2M -$3.1M -48,484 -20%
BFA
14
Buttonwood Financial Advisors
Maryland
$12.1M +$505K +7,904 +4%
Wells Fargo
15
Wells Fargo
California
$11.4M -$1.03M -16,172 -8%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$10.9M -$1.03M -16,070 -9%
AWM
17
Apollon Wealth Management
South Carolina
$10.9M +$947K +14,802 +10%
FFS
18
Fischer Financial Services
Pennsylvania
$10.7M +$78.7K +1,230 +0.7%
Osaic Holdings
19
Osaic Holdings
Arizona
$10.2M -$4.07M -62,690 -29%
Goldman Sachs
20
Goldman Sachs
New York
$9.96M +$2.88M +44,957 +41%
Two Sigma Investments
21
Two Sigma Investments
New York
$9.73M +$9.44M +147,600 +3,209%
AWM
22
AE Wealth Management
Kansas
$9.57M +$990K +15,488 +12%
LA
23
Lifeworks Advisors
Michigan
$9.21M -$1.66M -25,891 -15%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$8.8M +$2.42M +37,884 +38%
MWM
25
Modern Wealth Management
Kansas
$8.61M +$6.79M +106,124 +372%
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