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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$70.12
+0.50 (+0.72%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC)

Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$179.93M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$635.00M
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FHLC Institutional Buying and Selling by Quarter

Fidelity MSCI Health Care Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2024Mesirow Financial Investment Management Inc.4,489$327K0.0%+14.3%0.010%
11/1/2024Carr Financial Group Corp6,813$496K0.1%-19.0%0.015%
11/1/2024Atria Investments Inc3,132$228K0.0%-70.1%0.007%
11/1/2024Demars Financial Group LLC9,477$690K0.3%-6.3%0.021%
11/1/2024Beckerman Institutional LLC29,479$2.15M1.8%N/A0.065%
10/31/2024 Spinnaker Trust68,252$4.97M0.3%+8.1%0.152%
10/30/2024 Armor Investment Advisors LLC84,700$6.17M2.6%+3.9%0.188%
10/30/2024 Financial Partners Group Inc69,347$5.05M0.7%+1.4%0.154%
10/29/2024 Weatherly Asset Management L. P.235,143$17.12M1.5%+11.1%0.522%
10/28/2024 US Bancorp DE749$55K0.0%N/A0.002%
10/25/2024 Tandem Capital Management Corp ADV13,247$964K0.5%-1.5%0.029%
10/25/2024 Creekmur Asset Management LLC2,522$184K0.0%-8.4%0.006%
10/25/2024 Pathway Financial Advisers LLC13,811$1.01M0.0%-3.5%0.031%
10/25/2024 Valmark Advisers Inc.47,402$3.45M0.1%+10.7%0.105%
10/25/2024 Integrated Advisors Network LLC27,005$1.97M0.1%-22.4%0.060%
10/25/2024 Barry Investment Advisors LLC60,451$4.40M1.3%-1.3%0.134%
10/25/2024 Signature Wealth Management Partners LLC23,074$1.68M1.2%-9.3%0.051%
10/25/2024 Traynor Capital Management Inc.156,996$11.43M0.7%-0.3%0.348%
10/25/2024 Pallas Capital Advisors LLC3,253$230K0.0%+5.0%0.007%
10/24/2024 Patriot Financial Group Insurance Agency LLC41,393$3.01M0.4%-2.8%0.092%
10/24/2024 J.W. Cole Advisors Inc.33,161$2.41M0.1%+0.6%0.074%
10/24/2024 Smith Salley Wealth Management45,655$3.32M0.2%+2.7%0.101%
10/24/2024 Wealth Enhancement Advisory Services LLC31,525$2.30M0.0%-5.5%0.070%
10/24/2024 Pathway Financial Advisers LLC13,811$1.01M0.0%-3.5%0.031%
10/24/2024 Arkadios Wealth Advisors10,350$754K0.0%-6.4%0.023%
10/23/2024 Court Place Advisors LLC13,803$1.01M0.3%-1.5%0.031%
10/23/2024 Tandem Capital Management Corp ADV15,577$1.09M0.6%+15.8%0.035%
10/23/2024 Quantitative Strategies Inc.97,305$7.08M3.8%-20.0%0.216%
10/23/2024 Dakota Wealth Management15,752$1.15M0.0%-7.6%0.035%
10/23/2024 Yoder Wealth Management Inc.53,189$3.87M2.3%+10.7%0.118%
10/22/2024 International Assets Investment Management LLC113,090$82.33M0.0%+6,003.1%0.251%
10/22/2024 Sequoia Financial Advisors LLC4,202$306K0.0%+8.2%0.009%
10/21/2024 Vicus Capital158,247$11.52M1.0%+3.4%0.351%
10/21/2024 Traphagen Investment Advisors LLC28,272$2.06M0.2%-23.8%0.063%
10/21/2024 Sweeney & Michel LLC2,760$200K0.1%N/A0.006%
10/21/2024 Monumental Financial Group Inc.124,049$9.03M3.4%+20.2%0.275%
10/21/2024 Waterway Wealth Management LLC158,404$11.53M5.0%-0.6%0.352%
10/19/2024Cedrus LLC17,411$1.27M0.5%+22.8%0.039%
10/18/2024Commonwealth Equity Services LLC519,944$37.85M0.1%+1.4%1.154%
10/18/2024Legacy Financial Strategies LLC9,005$656K0.1%-29.3%0.020%
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10/18/2024Stratos Wealth Advisors LLC12,059$878K0.0%+1.5%0.027%
10/17/2024RFG Advisory LLC43,820$3.19M0.1%-16.4%0.097%
10/16/2024 Kowal Investment Group LLC23,342$1.70M0.3%-0.9%0.052%
10/16/2024 Lynch & Associates IN32,362$2.36M0.5%+6.2%0.072%
10/15/2024 Prospect Financial Services LLC7,152$521K0.3%N/A0.016%
10/15/2024 NBC Securities Inc.14,505$1.06M0.1%-18.0%0.032%
10/15/2024 Cornell Pochily Investment Advisors Inc.3,428$250K0.1%-49.0%0.008%
10/11/2024 Creative Planning28,467$2.07M0.0%+3.7%0.063%
10/11/2024 CX Institutional1,864$136K0.0%-96.4%0.004%
10/11/2024 Smith Chas P & Associates PA Cpas9,185$669K0.0%-2.5%0.020%
10/10/2024 McGlone Suttner Wealth Management Inc.186,481$13.58M2.8%-20.5%0.414%
10/10/2024 Montis Financial LLC3,901$284K0.1%N/A0.009%
10/9/2024 LongView Wealth Management4,977$362K0.1%+40.4%0.011%
10/9/2024 Maltin Wealth Management Inc.49,067$3.57M1.7%+2.8%0.109%
10/9/2024 Beaumont Financial Advisors LLC22,477$1.64M0.1%+5.0%0.050%
10/8/2024 CWM LLC4,153$302K0.0%+20.8%0.009%
10/8/2024 Atomi Financial Group Inc.9,139$665K0.0%-4.7%0.020%
10/8/2024 Axiom Advisory LLC11,013$790K0.0%+66.6%0.024%
10/8/2024 Mather Group LLC.600$44K0.0%-92.8%0.001%
10/7/2024 Miracle Mile Advisors LLC13,378$974K0.0%-4.0%0.030%
10/5/2024 Halpern Financial Inc.27,150$1.96M0.5%-44.6%0.060%
10/4/2024 HBW Advisory Services LLC3,306$241K0.0%N/A0.007%
10/3/2024 Marotta Asset Management40,184$2.93M0.6%+15.1%0.089%
10/2/2024 American National Bank & Trust3,401$248K0.0%+12.8%0.008%
8/22/2024Cetera Investment Advisers186,123$12.77M0.0%-2.6%0.413%
8/21/2024Truist Financial Corp30,180$2.07M0.0%-4.2%0.067%
8/16/2024Sunbelt Securities Inc.16,197$1.11M0.1%-17.9%0.036%
8/16/2024Northwestern Mutual Wealth Management Co.73,745$5.06M0.0%+7.1%0.164%
8/16/2024NewEdge Advisors LLC119,888$8.22M0.1%-9.1%0.266%
8/16/2024 Creative Planning27,457$1.88M0.0%-15.4%0.061%
8/16/2024Full Sail Capital LLC268,646$18.43M1.2%-5.5%0.596%
8/14/2024Marshall Wace LLP6,379$438K0.0%N/A0.014%
8/13/2024 Kowal Investment Group LLC23,557$1.62M0.3%-6.9%0.052%
8/13/2024Thrivent Financial for Lutherans194,821$13.37M0.0%+5.8%0.432%
8/13/2024AE Wealth Management LLC120,592$8.27M0.1%-56.2%0.268%
8/12/2024Glass Jacobson Investment Advisors llc11,542$792K0.3%+6.6%0.026%
8/12/2024Mercer Global Advisors Inc. ADV8,236$565K0.0%-18.8%0.018%
8/9/2024Spectrum Wealth Counsel LLC3,823$262K0.0%-15.8%0.008%
8/8/2024Envestnet Asset Management Inc.393,607$27.00M0.0%-11.9%0.874%
8/8/2024Wealthspire Advisors LLC7,293$500K0.0%N/A0.016%
8/8/2024Johnson Investment Counsel Inc.2,943$202K0.0%-11.6%0.007%
8/8/2024LPL Financial LLC498,822$34.22M0.0%+3.0%1.107%
8/7/2024AGF Management Ltd.260,052$17.84M0.1%+18.4%0.577%
8/6/2024 Lynch & Associates IN30,465$2.09M0.5%+3.3%0.068%
8/5/2024 Private Advisor Group LLC17,485$1.20M0.0%-2.2%0.039%
8/3/2024National Bank of Canada FI6,105$415K0.0%-3.6%0.014%
8/3/2024 Beaumont Asset Management L.L.C.35,662$2.45M1.6%-0.5%0.079%
8/2/2024Birchcreek Wealth Management LLC18,451$1.27M0.7%-11.2%0.041%
8/2/2024Larson Financial Group LLC15,689$1.08M0.1%+15,747.5%0.035%
8/2/2024Mascoma Wealth Management LLC18,111$1.24M0.3%-30.8%0.040%
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8/1/2024Gilbert & Cook Inc.3,606$247K0.0%-13.5%0.008%
8/1/2024 Valmark Advisers Inc.42,819$2.94M0.0%+4.9%0.095%
7/31/2024 Essex Financial Services Inc.5,615$385K0.0%-28.0%0.012%
7/31/2024 Spinnaker Trust63,130$4.33M0.3%N/A0.140%
7/31/2024 Spire Wealth Management11,754$806K0.0%-22.6%0.026%
7/31/2024 Weatherly Asset Management L. P.211,701$14.52M1.3%+4.5%0.470%
7/31/2024Commonwealth Equity Services LLC513,004$35.19M0.1%-6.6%1.139%
7/31/2024Private Ocean LLC408$28K0.0%N/A0.001%
7/30/2024WBI Investments LLC5,696$391K0.1%-8.6%0.013%
7/30/2024 International Assets Investment Management LLC1,853$127K0.0%N/A0.004%
(Data available from 1/1/2016 forward)

FHLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FHLC shares?

During the previous two years, 295 institutional investors and hedge funds held shares of Fidelity MSCI Health Care Index ETF. The most heavily invested institutionals were Graham Capital Wealth Management LLC ($544.68M), Charles Schwab Investment Management Inc. ($328.32M), Lido Advisors LLC ($101.57M), International Assets Investment Management LLC ($82.33M), Harbour Investments Inc. ($42.85M), Commonwealth Equity Services LLC ($37.85M), and LPL Financial LLC ($34.22M).Learn more on FHLC's institutional investors.

Which institutional investors have been buying Fidelity MSCI Health Care Index ETF stock?

Of the 243 institutional investors that purchased Fidelity MSCI Health Care Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($1.04M), Envestnet Asset Management Inc. ($469.71K), International Assets Investment Management LLC ($352.89K), McGlone Suttner Wealth Management Inc. ($238.29K), Lido Advisors LLC ($234.36K), Commonwealth Equity Services LLC ($218.95K), and Waterway Wealth Management LLC ($192.60K).

How much institutional buying is happening at Fidelity MSCI Health Care Index ETF?

Institutional investors have bought a total of 6,852,296 shares in the last 24 months. This purchase volume represents approximately $436.39M in transactions.

Which Fidelity MSCI Health Care Index ETF major shareholders have been selling company stock?

Of the 181 institutional investors that sold Fidelity MSCI Health Care Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Whalerock Point Partners LLC ($7.36M), Commonwealth Equity Services LLC ($422.17K), Adviser Investments LLC ($403.21K), Raymond James Financial Services Advisors Inc. ($397.57K), Envestnet Asset Management Inc. ($324.69K), Lebenthal Global Advisors LLC ($278.96K), and Eqis Capital Management Inc. ($197.04K).

How much institutional selling is happening at Fidelity MSCI Health Care Index ETF?

Institutional investors have sold a total of 12,181,419 shares in the last 24 months. This volume of shares sold represents approximately $821.09M in transactions.



This page (NYSEARCA:FHLC) was last updated on 11/2/2024 by MarketBeat.com Staff
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