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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$66.66 -0.43 (-0.64%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
143
Total
Institutional Inflows
(last 12 months)
$143.86M
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$814.13M
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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
1/17/2025 Avior Wealth Management LLC7,279$476K0.0%+2.5%0.016%
1/17/2025 Mutual Advisors LLC7,299$490K0.0%+16.3%0.016%
1/17/2025 Traynor Capital Management Inc.142,250$9.30M0.6%-9.4%0.316%
1/17/2025 Eagle Capital Management LLC170,243$11.13M4.5%+0.6%0.378%
1/17/2025 Traphagen Investment Advisors LLC21,680$1.42M0.1%-23.3%0.048%
1/17/2025 Beaumont Financial Advisors LLC3,300$216K0.0%-85.3%0.007%
1/17/2025 Atomi Financial Group Inc.8,957$585K0.0%-2.0%0.020%
1/16/2025 Sugar Maple Asset Management LLC675$44K0.0%N/A0.001%
1/16/2025 Maltin Wealth Management Inc.49,312$3.22M1.6%+0.5%0.109%
1/15/2025 Smith Salley Wealth Management43,553$2.85M0.2%-4.6%0.097%
1/15/2025 Ameritas Advisory Services LLC28,619$1.87M0.1%+5.3%0.064%
1/15/2025 Arkadios Wealth Advisors8,138$532K0.0%-21.4%0.018%
1/15/2025 LongView Wealth Management5,553$363K0.1%+11.6%0.012%
1/15/2025 Grant GrossMendelsohn LLC3,691$241K0.1%-93.1%0.008%
1/15/2025 Certified Advisory Corp3,137$205K0.0%-26.2%0.007%
1/14/2025 Define Financial LLC6,053$396K0.3%N/A0.013%
1/13/2025 Miracle Mile Advisors LLC13,203$863K0.0%-1.3%0.029%
1/13/2025 Elevated Capital Advisors LLC4,176$273K0.1%N/A0.009%
1/13/2025 Brookstone Capital Management3,832$250K0.0%-5.1%0.009%
1/13/2025 Aprio Wealth Management LLC71,291$4.66M0.7%N/A0.158%
1/10/2025 Lynch & Associates IN32,643$2.13M0.5%+0.9%0.072%
1/10/2025 Atlas Brown Inc.22,242$1.45M0.5%-3.6%0.049%
1/10/2025 HBW Advisory Services LLC4,406$288K0.0%+33.3%0.010%
1/10/2025 Marotta Asset Management65,272$4.27M0.9%+62.4%0.145%
1/8/2025 Partnership Wealth Management LLC4,236$277K0.2%+24.6%0.009%
1/6/2025 Silverleafe Capital Partners LLC5,781$378K0.1%+21.1%0.013%
12/26/2024JPMorgan Chase & Co.106,007$7.72M0.0%-44.8%0.235%
11/27/2024Franklin Resources Inc.3,191$233K0.0%+16.4%0.007%
11/25/2024World Investment Advisors LLC7,768$565K0.0%+2.5%0.017%
11/22/2024Eaton Financial Holdings Company LLC3,180$231K0.1%N/A0.007%
11/18/2024Soltis Investment Advisors LLC6,118$445K0.0%+3.5%0.014%
11/18/2024Rehmann Capital Advisory Group50,519$3.67M0.2%-24.5%0.112%
11/18/2024Sunbelt Securities Inc.17,316$1.26M0.1%+6.9%0.038%
11/15/2024Glass Jacobson Investment Advisors llc11,832$861K0.3%+2.5%0.026%
11/15/2024MML Investors Services LLC10,814$787K0.0%-33.7%0.024%
11/15/2024Orion Portfolio Solutions LLC12,891$938K0.0%-6.2%0.029%
11/15/2024National Bank of Canada FI5,865$427K0.0%-3.9%0.013%
11/15/2024Jane Street Group LLC24,610$1.79M0.0%N/A0.055%
11/15/2024Kovitz Investment Group Partners LLC99,132$7.23M0.0%-6.3%0.220%
11/15/2024Stifel Financial Corp97,200$7.08M0.0%-0.9%0.216%
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11/15/2024HighTower Advisors LLC128,846$9.37M0.0%+0.1%0.286%
11/15/2024FSA Wealth Management LLC524$38K0.0%N/A0.001%
11/14/2024Fiduciary Trust Co4,332$315K0.0%N/A0.010%
11/13/2024Freedom Investment Management Inc.64,688$4.71M0.4%-17.9%0.144%
11/13/2024FMR LLC98,868$7.20M0.0%+11.7%0.219%
11/13/2024Fisher Asset Management LLC10,236$745K0.0%+2.6%0.023%
11/12/2024Larson Financial Group LLC88,170$6.42M0.4%+462.0%0.196%
11/12/2024StoneX Group Inc.13,288$967K0.1%-17.5%0.029%
11/12/2024Great Valley Advisor Group Inc.2,926$213K0.0%-8.8%0.006%
11/12/2024Meridian Wealth Management LLC15,196$1.11M0.1%N/A0.034%
11/12/2024Investors Research Corp153,142$11.15M2.4%+8.0%0.340%
11/12/2024Charles Schwab Investment Management Inc.1,563,767$113.84M0.0%-55.3%3.471%
11/7/2024Strengthening Families & Communities LLC157,924$11.50M2.9%+4.0%0.351%
11/7/2024MAI Capital Management15,110$1.10M0.0%+1.2%0.034%
11/7/2024TrinityPoint Wealth LLC39,024$2.84M0.4%-0.8%0.087%
11/7/2024Thrivent Financial for Lutherans27,166$1.98M0.0%-86.1%0.060%
11/6/2024Birchcreek Wealth Management LLC18,933$1.38M0.9%+2.6%0.042%
11/6/2024OneDigital Investment Advisors LLC24,163$1.76M0.0%+281.1%0.054%
11/6/2024Lifeworks Advisors LLC119,897$8.73M1.7%+8.8%0.266%
11/5/2024Savvy Advisors Inc.5,747$418K0.1%+25.3%0.013%
11/5/2024Mascoma Wealth Management LLC15,607$1.14M0.3%-13.8%0.035%
11/5/2024Harbour Investments Inc.39,525$2.88M0.1%-93.7%0.088%
11/4/2024Jaffetilchin Investment Partners LLC13,398$975K0.1%-1.1%0.030%
11/4/2024Sigma Planning Corp101,311$7.38M0.2%+0.4%0.225%
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%
10/31/2024Spinnaker Trust68,252$4.97M0.3%+8.1%0.152%
10/30/2024Armor Investment Advisors LLC84,700$6.17M2.6%+3.9%0.188%
10/30/2024Financial Partners Group Inc69,347$5.05M0.7%+1.4%0.154%
10/29/2024Weatherly Asset Management L. P.235,143$17.12M1.5%+11.1%0.522%
10/28/2024US Bancorp DE749$55K0.0%N/A0.002%
10/25/2024Tandem Capital Management Corp ADV13,247$964K0.5%-1.5%0.029%
10/25/2024Creekmur Asset Management LLC2,522$184K0.0%-8.4%0.006%
10/25/2024Pathway Financial Advisers LLC13,811$1.01M0.0%-3.5%0.031%
10/25/2024Valmark Advisers Inc.47,402$3.45M0.1%+10.7%0.105%
10/25/2024Integrated Advisors Network LLC27,005$1.97M0.1%-22.4%0.060%
10/25/2024Barry Investment Advisors LLC60,451$4.40M1.3%-1.3%0.134%
10/25/2024Signature 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%
10/24/2024Patriot Financial Group Insurance Agency LLC41,393$3.01M0.4%-2.8%0.092%
10/24/2024J.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%
10/24/2024Pathway Financial Advisers LLC13,811$1.01M0.0%-3.5%0.031%
10/24/2024 Arkadios Wealth Advisors10,350$754K0.0%-6.4%0.023%
10/23/2024Court Place Advisors LLC13,803$1.01M0.3%-1.5%0.031%
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10/23/2024Tandem Capital Management Corp ADV15,577$1.09M0.6%+15.8%0.035%
10/23/2024Quantitative 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%
10/23/2024Yoder 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%
10/22/2024Sequoia Financial Advisors LLC4,202$306K0.0%+8.2%0.009%
10/21/2024Vicus Capital158,247$11.52M1.0%+3.4%0.351%
10/21/2024 Traphagen Investment Advisors LLC28,272$2.06M0.2%-23.8%0.063%
10/21/2024Sweeney & Michel LLC2,760$200K0.1%N/A0.006%
10/21/2024Monumental Financial Group Inc.124,049$9.03M3.4%+20.2%0.275%
(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, 298 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. ($113.84M), Lido Advisors LLC ($101.57M), International Assets Investment Management LLC ($82.33M), Commonwealth Equity Services LLC ($37.85M), LPL Financial LLC ($34.22M), and Advisor Group Holdings Inc. ($27.28M).Learn more on FHLC's institutional investors.

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

Of the 234 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. ($415.45K), International Assets Investment Management LLC ($352.89K), McGlone Suttner Wealth Management Inc. ($238.29K), Waterway Wealth Management LLC ($192.60K), Aprio Wealth Management LLC ($182.32K), and Harbour Investments Inc. ($173.68K).

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

Institutional investors have bought a total of 6,326,676 shares in the last 24 months. This purchase volume represents approximately $408.31M in transactions.

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

Of the 188 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 ($7.35M), Charles Schwab Investment Management Inc. ($1.93M), Harbour Investments Inc. ($652.40K), Commonwealth Equity Services LLC ($422.17K), Raymond James Financial Services Advisors Inc. ($397.57K), Envestnet Asset Management Inc. ($324.69K), and Lebenthal Global Advisors LLC ($278.96K).

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

Institutional investors have sold a total of 14,623,884 shares in the last 24 months. This volume of shares sold represents approximately $1.00B in transactions.



This page (NYSEARCA:FHLC) was last updated on 1/21/2025 by MarketBeat.com Staff
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