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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$61.77 -0.44 (-0.71%)
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)
201
Total
Institutional Inflows
(last 12 months)
$308.16M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$337.69M
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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
5/22/2025WBI Investments LLC33,376$2.28M0.6%+694.7%0.086%
5/20/2025 Focus Partners Wealth6,618$452K0.0%+3.1%0.017%
5/19/2025 Jane Street Group LLC31,978$2.19M0.0%+747.8%0.082%
5/16/2025 Goldman Sachs Group Inc.110,807$7.57M0.0%+1,276.5%0.285%
5/16/2025 Jones Financial Companies Lllp17,047$1.17M0.0%+187.7%0.044%
5/16/2025 Coordinated Financial Services Inc. CO3,908$267K0.2%N/A0.010%
5/16/2025 NewEdge Advisors LLC95,645$6.53M0.0%-15.1%0.246%
5/16/2025 Integrated Wealth Concepts LLC26,752$1.83M0.0%N/A0.069%
5/16/2025 Aprio Wealth Management LLC84,065$5.74M0.7%+17.9%0.216%
5/15/2025 EP Wealth Advisors LLC2,840$194K0.0%+10.0%0.007%
5/15/2025 Royal Bank of Canada57,609$3.94M0.0%+66.8%0.148%
5/15/2025 MAI Capital Management40,109$2.74M0.0%-1.2%0.103%
5/14/2025 Per Stirling Capital Management LLC.4,469$305K0.0%-7.9%0.012%
5/14/2025 Full Sail Capital LLC229,639$15.69M1.0%-7.9%0.591%
5/14/2025 Freedom Investment Management Inc.42,477$2.90M0.2%-24.6%0.109%
5/14/2025 Northwestern Mutual Wealth Management Co.224,217$15.32M0.0%+45.9%0.577%
5/14/2025 Kestra Advisory Services LLC224,433$15.33M0.1%-6.9%0.578%
5/14/2025 Compound Planning Inc.7,865$537K0.0%-12.2%0.020%
5/14/2025 CW Advisors LLC13,095$895K0.0%+12.3%0.034%
5/14/2025 RWA Wealth Partners LLC238,757$16.31M0.2%-6.7%0.615%
5/13/2025 Brooklyn Investment Group378$26K0.0%N/A0.001%
5/13/2025 Steward Partners Investment Advisory LLC70,879$4.84M0.0%+3.4%0.180%
5/13/2025 Raymond James Financial Inc.280,541$19.17M0.0%+42.1%0.713%
5/13/2025 Kovitz Investment Group Partners LLC99,781$6.82M0.0%+18.5%0.254%
5/13/2025 Heck Capital Advisors LLC44,882$3.07M0.3%+15.2%0.114%
5/13/2025 HRC Wealth Management LLC7,720$527K0.3%-12.1%0.020%
5/13/2025 Stone House Investment Management LLC868$59K0.0%N/A0.002%
5/13/2025 HighTower Advisors LLC90,208$6.16M0.0%+229.0%0.229%
5/12/2025 AGF Management Ltd.588,433$40.20M0.2%-1.5%1.495%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,629$243K0.0%N/A0.009%
5/12/2025 Meridian Wealth Management LLC12,740$870K0.0%+7.1%0.032%
5/12/2025 Strengthening Families & Communities LLC5,930$407K0.2%-24.4%0.015%
5/12/2025 Atlas Capital Advisors Inc.35,949$2.46M0.3%-15.5%0.091%
5/12/2025 Savvy Advisors Inc.6,312$431K0.0%+13.2%0.016%
5/12/2025 WBH Advisory Inc.4,939$337K0.0%-8.8%0.013%
5/9/2025 Altfest L J & Co. Inc.78,851$5.39M0.7%N/A0.200%
5/9/2025 Chicago Partners Investment Group LLC7,851$500K0.0%+115.8%0.020%
5/9/2025 Charles Schwab Investment Management Inc.1,676,903$114.57M0.0%+2.6%4.262%
5/9/2025 Atria Wealth Solutions Inc.75,210$5.14M0.1%+19.1%0.191%
5/9/2025 Commonwealth Equity Services LLC551,315$37.67M0.1%+5.4%1.401%
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5/9/2025 Pathway Financial Advisers LLC11,998$820K0.3%-11.3%0.030%
5/9/2025 PNC Financial Services Group Inc.3,194$218K0.0%+109.6%0.008%
5/8/2025 Signature Wealth Management Partners LLC15,719$1.07M0.7%-29.5%0.040%
5/8/2025 Certified Advisory Corp3,755$257K0.0%+19.7%0.010%
5/8/2025 Harbour Investments Inc.30,827$2.11M0.1%-14.2%0.078%
5/8/2025 Mesirow Financial Investment Management Inc.4,768$326K0.0%+52.2%0.012%
5/8/2025 Arkadios Wealth Advisors8,324$569K0.0%+2.3%0.021%
5/8/2025 Independence Financial Advisors LLC140,682$9.61M3.7%N/A0.358%
5/7/2025 Maridea Wealth Management LLC4,052$277K0.1%N/A0.010%
5/7/2025 LPL Financial LLC567,381$38.76M0.0%+9.6%1.442%
5/7/2025 Fischer Financial Services Inc.166,035$11.34M3.7%+0.4%0.422%
5/6/2025 Assetmark Inc.34,270$2.34M0.0%+4,344.9%0.087%
5/6/2025 Cetera Investment Advisers186,594$12.75M0.0%+2.8%0.474%
5/6/2025 Birchcreek Wealth Management LLC15,082$1.03M0.7%-8.9%0.038%
5/6/2025 Lifeworks Advisors LLC169,862$11.61M1.9%-20.9%0.432%
5/6/2025 Elm3 Financial Group LLC4,356$298K0.3%+19.1%0.011%
5/6/2025 AE Wealth Management LLC134,229$9.17M0.1%+8.6%0.341%
5/6/2025 VCI Wealth Management LLC22,476$1.54M0.6%+7.2%0.057%
5/6/2025 Financial Partners Group Inc69,303$4.74M0.7%-0.9%0.176%
5/6/2025 KDK Private Wealth Management LLC27,218$1.86M2.1%-4.4%0.069%
5/5/2025 IFP Advisors Inc3,618$247K0.0%+10.5%0.009%
5/5/2025 Beckerman Institutional LLC32,574$2.23M1.6%+10.7%0.083%
5/5/2025 Morningstar Investment Services LLC37,214$2.54M0.5%N/A0.095%
5/5/2025 Private Advisor Group LLC19,957$1.36M0.0%+17.8%0.051%
5/2/2025 Richard C. Young & CO. LTD.5,773$394K0.0%+7.6%0.015%
5/2/2025 Summit X LLC4,392$300K0.1%N/A0.011%
5/2/2025 Larson Financial Group LLC96,510$6.59M0.3%+5.1%0.245%
5/2/2025 Dakota Wealth Management7,914$541K0.0%-49.4%0.020%
5/2/2025 Apollon Wealth Management LLC155,574$10.63M0.2%+7.7%0.395%
5/2/2025 Sigma Planning Corp82,569$5.64M0.2%-19.3%0.210%
5/1/2025 Weatherly Asset Management L. P.259,152$17.71M1.6%+2.4%0.659%
5/1/2025 CWM LLC8,866$606K0.0%+7.1%0.023%
5/1/2025 Grant GrossMendelsohn LLC45,502$2.96M1.6%+1,132.8%0.116%
5/1/2025 Fifth Third Securities Inc.24,194$1.65M0.1%-30.2%0.061%
5/1/2025 Barry Investment Advisors LLC57,841$3.95M1.0%-1.9%0.147%
4/30/2025 Court Place Advisors LLC10,604$724K0.2%-6.8%0.027%
4/30/2025 Crossmark Global Holdings Inc.5,018$344K0.0%N/A0.013%
4/29/2025 Envestnet Asset Management Inc.163,339$11.16M0.0%+104.3%0.415%
4/29/2025 McGlone Suttner Wealth Management Inc.259,445$17.73M2.9%+1.6%0.659%
4/29/2025 Bank of New York Mellon Corp10,401$711K0.0%+58.5%0.026%
4/29/2025 Elite Financial Inc.976$66K0.0%N/A0.002%
4/29/2025 OneDigital Investment Advisors LLC80,978$5.53M0.1%+50.8%0.206%
4/28/2025 Mutual Advisors LLC4,144$269K0.0%-43.2%0.011%
4/28/2025 Private Trust Co. NA431$29K0.0%N/A0.001%
4/28/2025 Arlington Trust Co LLC1,400$96K0.0%N/A0.004%
4/25/2025 Smith Salley Wealth Management43,874$3.00M0.2%+0.7%0.111%
4/25/2025 Spinnaker Trust81,327$5.56M0.4%+12.3%0.207%
4/25/2025 Buttonwood Financial Advisors Inc.181,826$12.42M5.5%+1.8%0.462%
4/25/2025 Wealthstar Advisors LLC10,431$713K0.3%+3.6%0.027%
4/25/2025 Essex Financial Services Inc.8,688$594K0.0%+87.2%0.022%
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4/25/2025 Almanack Investment Partners LLC.3,357$229K0.0%-9.2%0.009%
4/25/2025 Sovran Advisors LLC5,043$320K0.0%+32.6%0.013%
4/24/2025 Elevated Capital Advisors LLC3,685$252K0.1%-11.8%0.009%
4/24/2025 Mascoma Wealth Management LLC9,034$617K0.2%-5.7%0.023%
4/24/2025 Centerline Wealth Advisors LLC127,172$8.69M5.2%+2.4%0.323%
4/23/2025 LifeSteps Financial Inc.7,737$529K0.4%-2.3%0.020%
4/23/2025 Aspetuck Financial Management LLC25,529$1.74M1.5%N/A0.065%
4/23/2025 Spire Wealth Management10,924$746K0.0%-1.9%0.028%
4/23/2025 Southern Capital Advisors LLC8,922$610K0.3%+1.9%0.023%
4/23/2025 Valmark Advisers Inc.48,429$3.31M0.0%-1.1%0.123%
(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, 337 institutional investors and hedge funds held shares of Fidelity MSCI Health Care Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($119.18M), Charles Schwab Investment Management Inc. ($114.57M), International Assets Investment Management LLC ($82.33M), AGF Management Ltd. ($40.20M), LPL Financial LLC ($38.76M), Demars Financial Group LLC ($38.76M), and Commonwealth Equity Services LLC ($37.67M).Learn more on FHLC's institutional investors.

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

Of the 276 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. ($1.11M), Demars Financial Group LLC ($557.88K), International Assets Investment Management LLC ($352.89K), Raymond James Financial Inc. ($280.54K), Envestnet Asset Management Inc. ($273.80K), Lido Advisors LLC ($251.83K), and LPL Financial LLC ($248.14K).

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

Institutional investors have bought a total of 8,036,676 shares in the last 24 months. This purchase volume represents approximately $527.97M in transactions.

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

Of the 201 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. ($593.74K), Envestnet Asset Management Inc. ($461.22K), Raymond James Financial Services Advisors Inc. ($397.57K), Commonwealth Equity Services LLC ($351.68K), and Eqis Capital Management Inc. ($189.84K).

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

Institutional investors have sold a total of 14,895,207 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.



This page (NYSEARCA:FHLC) was last updated on 5/22/2025 by MarketBeat.com Staff
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