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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$69.30 -0.43 (-0.62%)
As of 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)
175
Total
Institutional Inflows
(last 12 months)
$231.70M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$831.49M
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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
2/18/2025 Sunbelt Securities Inc.16,212$1.06M0.1%-6.4%0.036%
2/18/2025 GTS Securities LLC4,513$295K0.0%-77.9%0.010%
2/17/2025 Visionary Wealth Advisors6,644$434K0.0%+5.0%0.015%
2/17/2025 WBI Investments LLC4,200$274K0.1%-24.9%0.009%
2/17/2025 Two Sigma Investments LP119,700$7.82M0.0%+32.7%0.266%
2/17/2025 TrinityPoint Wealth LLC38,785$2.54M0.4%-0.6%0.086%
2/17/2025 Snowden Capital Advisors LLC42,655$2.79M0.1%-0.9%0.095%
2/17/2025 Focus Partners Wealth6,422$426K0.0%+64.1%0.014%
2/17/2025 Full Sail Capital LLC249,334$16.29M1.0%-2.8%0.553%
2/17/2025 D. E. Shaw & Co. Inc.10,393$679K0.0%N/A0.023%
2/17/2025 EP Wealth Advisors LLC2,581$169K0.0%+54.6%0.006%
2/17/2025 Colonial Trust Co SC1,040$68K0.0%-16.1%0.002%
2/17/2025 CoreCap Advisors LLC3,560$233K0.0%+123.3%0.008%
2/17/2025 Cetera Investment Advisers181,490$11.86M0.0%-4.1%0.403%
2/17/2025 Citadel Advisors LLC13,186$862K0.0%N/A0.029%
2/17/2025 Bank of America Corp DE189,260$12.37M0.0%+2.7%0.420%
2/17/2025 Ameriprise Financial Inc.150,192$9.81M0.0%-11.1%0.333%
2/17/2025 Apex Wealth Management LLC4,058$265K0.2%N/A0.009%
2/14/2025 Mercer Global Advisors Inc. ADV6,440$421K0.0%-53.2%0.014%
2/14/2025 Jane Street Group LLC3,772$246K0.0%-84.7%0.008%
2/14/2025 Rehmann Capital Advisory Group6,468$423K0.0%-87.2%0.014%
2/14/2025 Lido Advisors LLC1,823,697$119.18M0.5%+5.0%4.048%
2/14/2025 Kovitz Investment Group Partners LLC84,229$5.50M0.0%-15.0%0.187%
2/14/2025 Price T Rowe Associates Inc. MD19,167$1.25M0.0%-9.1%0.043%
2/14/2025 Stifel Financial Corp97,908$6.40M0.0%+0.7%0.217%
2/14/2025 OneDigital Investment Advisors LLC53,702$3.51M0.0%+122.2%0.119%
2/14/2025 Tower Research Capital LLC TRC 5,437$355K0.0%+188.7%0.012%
2/14/2025 Freedom Investment Management Inc.56,307$3.68M0.3%-13.0%0.125%
2/13/2025 Demars Financial Group LLC557,330$36.42M0.1%+5,780.9%1.237%
2/13/2025 NewEdge Advisors LLC112,618$7.36M0.0%-5.8%0.250%
2/13/2025 Regal Investment Advisors LLC4,150$271K0.0%-10.0%0.009%
2/13/2025 Mariner LLC31,296$2.05M0.0%-10.8%0.069%
2/13/2025 Savvy Advisors Inc.5,576$364K0.0%-3.0%0.012%
2/13/2025 Advisors Capital Management LLC5,452$356K0.0%+17.2%0.012%
2/13/2025 KDK Private Wealth Management LLC28,463$1.86M1.9%N/A0.063%
2/13/2025 Glass Jacobson Investment Advisors llc12,075$789K0.3%+2.1%0.027%
2/13/2025 Jaffetilchin Investment Partners LLC13,162$860K0.1%-1.8%0.029%
2/13/2025 Eley Financial Management Inc65,288$4.27M1.7%-1.3%0.145%
2/13/2025 Advisory Services Network LLC32,708$2.14M0.0%-48.9%0.073%
2/13/2025 Bank of Montreal Can3,165$207K0.0%+50.6%0.007%
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2/13/2025 Envestnet Asset Management Inc.79,943$5.22M0.0%-73.6%0.177%
2/13/2025 KCM Investment Advisors LLC3,166$207K0.0%-84.1%0.007%
2/13/2025 Wells Fargo & Company MN267,844$17.50M0.0%+9.8%0.595%
2/12/2025 Atlas Capital Advisors Inc.42,540$2.78M0.4%-7.0%0.094%
2/12/2025 Summit Financial LLC13,629$891K0.0%-1.8%0.030%
2/12/2025 O Shaughnessy Asset Management LLC1,369$89K0.0%+74.6%0.003%
2/12/2025 CIBC Private Wealth Group LLC2,031$136K0.0%+32.6%0.005%
2/12/2025 RWA Wealth Partners LLC255,888$16.72M0.2%-1.0%0.568%
2/12/2025 Orion Portfolio Solutions LLC21,550$1.41M0.0%+67.2%0.048%
2/12/2025 Blair William & Co. IL1,449$95K0.0%-16.4%0.003%
2/12/2025 AssuredPartners Investment Advisors LLC3,068$200K0.0%N/A0.007%
2/12/2025 JPMorgan Chase & Co.116,136$7.59M0.0%+9.6%0.258%
2/12/2025 Ipsen Advisor Group LLC5,319$348K0.3%N/A0.012%
2/12/2025 PKS Advisory Services LLC5,277$345K0.1%N/A0.012%
2/11/2025 Modern Wealth Management LLC28,559$1.98M0.1%N/A0.063%
2/11/2025 Congress Wealth Management LLC DE 11,657$762K0.0%-23.9%0.026%
2/11/2025 LPL Financial LLC517,910$33.85M0.0%+35.2%1.150%
2/10/2025 Thrivent Financial for Lutherans13,496$882K0.0%-50.3%0.030%
2/10/2025 Creative Financial Designs Inc. ADV600$39K0.0%-28.1%0.001%
2/10/2025 Eldridge Investment Advisors Inc.8,940$584K0.1%-66.3%0.020%
2/10/2025 Harbour Investments Inc.35,912$2.35M0.1%-9.1%0.080%
2/10/2025 Commonwealth Equity Services LLC523,252$34.19M0.0%+0.6%1.161%
2/10/2025 Mascoma Wealth Management LLC9,576$626K0.2%-38.6%0.021%
2/10/2025 Avantax Advisory Services Inc.14,130$923K0.0%-4.3%0.031%
2/7/2025 PFG Advisors3,204$209K0.0%N/A0.007%
2/7/2025 HighTower Advisors LLC27,423$1.79M0.0%-78.7%0.061%
2/7/2025 Wealthfront Advisers LLC59,730$3.90M0.0%N/A0.133%
2/7/2025 AGF Management Ltd.597,163$39.03M0.2%+17.6%1.326%
2/7/2025 Investors Research Corp163,095$10.66M2.3%+6.5%0.362%
2/7/2025 Coordinated Financial Services Inc.3,334$218K0.2%N/A0.007%
2/7/2025 United Community Bank1,013$66K0.0%N/A0.002%
2/7/2025 Rialto Wealth Management LLC3,742$245K0.1%N/A0.008%
2/7/2025 Lifeworks Advisors LLC214,778$14.04M2.5%+79.1%0.477%
2/7/2025 Larson Financial Group LLC91,795$6.00M0.3%+4.1%0.204%
2/7/2025 Mesirow Financial Investment Management Inc.3,133$205K0.0%-30.2%0.007%
2/6/2025 Raymond James Financial Inc.197,456$12.90M0.0%N/A0.438%
2/6/2025 Assetmark Inc.771$50K0.0%+141.7%0.002%
2/6/2025 Charles Schwab Investment Management Inc.1,634,514$106.82M0.0%+4.5%3.628%
2/6/2025 Steward Partners Investment Advisory LLC68,541$4.48M0.0%+8.4%0.152%
2/6/2025 Meridian Wealth Management LLC11,897$777K0.0%-21.7%0.026%
2/6/2025 Jones Financial Companies Lllp5,926$387K0.0%+68.0%0.013%
2/5/2025 SRS Capital Advisors Inc.21,588$1.41M0.1%N/A0.048%
2/5/2025 US Bancorp DE2,017$132K0.0%+169.3%0.004%
2/5/2025 Fisher Asset Management LLC9,874$645K0.0%-3.5%0.022%
2/5/2025 SVB Wealth LLC4,789$313K0.0%N/A0.011%
2/5/2025 Waterway Wealth Management LLC125,227$8.18M3.6%-20.9%0.278%
2/4/2025 Canton Hathaway LLC12,357$808K0.2%-5.4%0.027%
2/4/2025 Exchange Capital Management Inc.53,545$3.50M0.6%-0.8%0.119%
2/4/2025 IFP Advisors Inc3,273$214K0.0%-9.5%0.007%
2/4/2025 Birchcreek Wealth Management LLC16,555$1.08M0.7%-12.6%0.037%
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2/4/2025 Partners Wealth Management LLC14,507$948K1.1%N/A0.032%
2/4/2025 Wealthspire Advisors LLC7,528$492K0.0%+3.2%0.017%
2/3/2025 Sigma Planning Corp102,311$6.69M0.2%+1.0%0.227%
2/3/2025 LifeSteps Financial Inc.7,920$518K0.4%-9.3%0.018%
2/3/2025 Capital Advisory Group Advisory Services LLC49,757$3.25M1.2%+6.8%0.110%
2/3/2025 Pacific Sun Financial Corp6,733$440K0.2%+33.8%0.015%
2/3/2025 Private Advisor Group LLC16,946$1.11M0.0%-2.7%0.038%
1/31/2025 Global Retirement Partners LLC634$41K0.0%+192.2%0.001%
1/31/2025 Atria Wealth Solutions Inc.63,153$4.13M0.0%-11.4%0.140%
1/31/2025 Truist Financial Corp35,688$2.33M0.0%+27.7%0.079%
(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, 324 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), Lido Advisors LLC ($119.18M), Charles Schwab Investment Management Inc. ($106.82M), International Assets Investment Management LLC ($82.33M), AGF Management Ltd. ($39.03M), Demars Financial Group LLC ($36.42M), and Commonwealth Equity Services LLC ($34.19M).Learn more on FHLC's institutional investors.

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

Of the 259 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. ($1.10M), Demars Financial Group LLC ($547.85K), International Assets Investment Management LLC ($352.89K), Lido Advisors LLC ($251.83K), LPL Financial LLC ($198.67K), Raymond James Financial Inc. ($197.46K), 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 7,452,433 shares in the last 24 months. This purchase volume represents approximately $483.22M in transactions.

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

Of the 199 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. ($656.01K), Envestnet Asset Management Inc. ($547.32K), Commonwealth Equity Services LLC ($422.17K), Raymond James Financial Services Advisors Inc. ($397.57K), 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 15,224,358 shares in the last 24 months. This volume of shares sold represents approximately $1.04B in transactions.



This page (NYSEARCA:FHLC) was last updated on 2/21/2025 by MarketBeat.com Staff
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