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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$64.06 +0.29 (+0.45%)
Closing price 08/14/2025 04:10 PM Eastern
Extended Trading
$64.30 +0.24 (+0.37%)
As of 08/14/2025 07:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
208
Total
Institutional Inflows
(last 12 months)
$324.92M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$401.56M
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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
8/14/2025Jane Street Group LLC4,570$292K0.0%-85.7%0.012%
8/14/2025Raymond James Financial Inc.291,535$18.64M0.0%+3.9%0.775%
8/14/2025Quantinno Capital Management LP5,641$361K0.0%N/A0.015%
8/14/2025NewEdge Advisors LLC102,371$6.55M0.0%+7.0%0.272%
8/14/2025Qube Research & Technologies Ltd3,438$220K0.0%-38.0%0.009%
8/14/2025Sentinus LLC5,441$348K0.1%-7.0%0.014%
8/14/2025SVB Wealth LLC4,797$307K0.0%N/A0.013%
8/13/2025 StoneX Group Inc.5,988$383K0.0%-45.2%0.016%
8/13/2025 Flow Traders U.S. LLC3,734$239K0.0%N/A0.010%
8/13/2025 Baird Financial Group Inc.4,991$319K0.0%N/A0.013%
8/13/2025 CW Advisors LLC20,777$1.33M0.0%+58.7%0.055%
8/13/2025 River Wealth Advisors LLC4,617$295K0.0%-3.8%0.012%
8/13/2025 Fisher Asset Management LLC10,235$655K0.0%+5.2%0.027%
8/13/2025 Lido Advisors LLC1,895,162$121.20M0.5%+3.7%5.040%
8/13/2025 Northwestern Mutual Wealth Management Co.131,076$8.38M0.0%-41.5%0.349%
8/12/2025 J.W. Cole Advisors Inc.27,878$1.78M0.0%+155.2%0.074%
8/12/2025 Armor Investment Advisors LLC85,160$5.45M2.1%-0.4%0.226%
8/12/2025 Steward Partners Investment Advisory LLC75,591$4.83M0.0%+6.6%0.201%
8/12/2025 Eley Financial Management Inc9,946$636K0.2%-84.7%0.026%
8/12/2025 Centric Wealth Management15,307$951K0.2%N/A0.041%
8/12/2025 Charles Schwab Investment Management Inc.1,773,868$113.44M0.0%+5.8%4.718%
8/12/2025 MAI Capital Management38,702$2.48M0.0%-3.5%0.103%
8/12/2025 JPMorgan Chase & Co.89,429$5.72M0.0%-23.2%0.238%
8/12/2025 PKS Advisory Services LLC4,989$319K0.1%-7.3%0.013%
8/11/2025 WBI Investments LLC30,089$1.92M0.5%-9.8%0.080%
8/11/2025 Bell Investment Advisors Inc400$26K0.0%N/A0.001%
8/8/2025 Cetera Investment Advisers170,524$10.91M0.0%-8.6%0.451%
8/8/2025 Creative Planning47,493$3.04M0.0%-50.0%0.126%
8/8/2025 Meridian Wealth Management LLC14,182$907K0.0%+11.3%0.038%
8/8/2025 Independence Financial Advisors LLC20,684$1.32M0.5%-85.3%0.055%
8/8/2025 Prospect Financial Services LLC20,654$1.32M0.8%-35.2%0.055%
8/7/2025 Montag A & Associates Inc.11,292$722K0.0%-4.1%0.030%
8/7/2025 Birchcreek Wealth Management LLC19,051$1.22M0.7%+26.3%0.050%
8/6/2025 RWA Wealth Partners LLC190,273$12.17M0.2%-20.3%0.503%
8/6/2025 AGF Management Ltd.756,389$48.37M0.2%+28.5%2.001%
8/6/2025 AE Wealth Management LLC149,717$9.58M0.1%+11.5%0.396%
8/6/2025 Rialto Wealth Management LLC931$60K0.0%-69.4%0.002%
8/6/2025 Maltin Wealth Management Inc.56,256$3.60M1.6%+3.9%0.149%
8/6/2025 Mcrae Capital Management Inc.6,954$445K0.1%N/A0.018%
8/6/2025 Aspetuck Financial Management LLC26,434$1.69M1.3%+3.5%0.070%
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8/6/2025 Soltis Investment Advisors LLC4,407$282K0.0%-4.5%0.012%
8/6/2025 Golden State Wealth Management LLC682$44K0.0%N/A0.002%
8/5/2025 Beckerman Institutional LLC32,844$2.10M1.4%+0.8%0.087%
8/5/2025 Astra Wealth Partners LLC4,359$279K0.2%N/A0.012%
8/5/2025 Sigma Planning Corp78,617$5.03M0.2%-4.8%0.208%
8/5/2025 Mission Wealth Management LP28,708$1.84M0.0%+241.6%0.076%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,109$263K0.0%+13.2%0.011%
8/5/2025 Lifeworks Advisors LLC143,971$9.21M1.4%-15.2%0.381%
8/4/2025 Mesirow Financial Investment Management Inc.3,133$200K0.0%-34.3%0.008%
8/4/2025 Atria Investments Inc5,480$350K0.0%+6.0%0.014%
8/4/2025 Spinnaker Trust86,059$5.50M0.3%+5.8%0.228%
8/4/2025 Assetmark Inc.99,441$6.36M0.0%+190.2%0.263%
8/4/2025 Spire Wealth Management10,345$662K0.0%-5.3%0.027%
8/4/2025 Arkadios Wealth Advisors7,982$510K0.0%-4.1%0.021%
8/4/2025 World Investment Advisors8,377$536K0.0%+6.6%0.022%
8/1/2025 SYM FINANCIAL Corp468$30K0.0%N/A0.001%
8/1/2025 Schmidt P J Investment Management Inc.6,463$413K0.1%+11.7%0.017%
8/1/2025 Envestnet Asset Management Inc.114,849$7.35M0.0%-29.7%0.304%
7/31/2025 Glass Jacobson Investment Advisors llc12,529$801K0.3%+3.8%0.033%
7/30/2025 Freedom Investment Management Inc.25,127$1.61M0.1%-40.8%0.066%
7/30/2025 Brookstone Capital Management3,616$231K0.0%+5.2%0.010%
7/30/2025 Pacific Sun Financial Corp6,501$416K0.2%-5.8%0.017%
7/30/2025 IMG Wealth Management Inc.413$26K0.0%N/A0.001%
7/30/2025 VCI Wealth Management LLC24,829$1.59M0.6%+10.5%0.066%
7/30/2025 Demars Financial Group LLC8,036$514K0.2%-98.6%0.021%
7/29/2025 Calamos Wealth Management LLC4,486$287K0.0%-4.9%0.012%
7/29/2025 Chicago Partners Investment Group LLC7,486$485K0.0%-4.6%0.020%
7/29/2025 Swmg LLC3,348$215K0.1%N/A0.009%
7/29/2025 Harbor Asset Planning Inc.523$33K0.0%N/A0.001%
7/28/2025 Harbour Investments Inc.31,358$2.01M0.1%+1.7%0.083%
7/25/2025 Atria Wealth Solutions Inc.26,020$1.67M0.0%-65.4%0.069%
7/25/2025 Envestnet Portfolio Solutions Inc.9,662$618K0.0%-30.5%0.026%
7/25/2025 Ellis Investment Partners LLC4,481$287K0.1%-14.2%0.012%
7/25/2025 CWM LLC5,250$336K0.0%-40.8%0.014%
7/25/2025 Apollon Wealth Management LLC170,376$10.90M0.2%+9.5%0.451%
7/24/2025 Comprehensive Money Management Services LLC8,822$564K0.4%-5.0%0.023%
7/24/2025 Strengthening Families & Communities LLC8,774$599K0.3%+48.0%0.023%
7/24/2025 Wealthstar Advisors LLC10,896$697K0.3%+4.5%0.029%
7/24/2025 Coordinated Financial Services Inc.4,495$287K0.2%N/A0.012%
7/24/2025 IFP Advisors Inc2,864$183K0.0%-20.8%0.008%
7/24/2025 Court Place Advisors LLC10,155$649K0.2%-4.2%0.027%
7/24/2025 Blair William & Co. IL1,883$120K0.0%+17.2%0.005%
7/23/2025 Valmark Advisers Inc.49,361$3.16M0.0%+1.9%0.130%
7/23/2025 LifeSteps Financial Inc.7,536$482K0.3%-2.6%0.020%
7/23/2025 Traphagen Investment Advisors LLC8,066$516K0.0%-35.5%0.021%
7/23/2025 Heck Capital Advisors LLC45,514$2.91M0.3%+1.4%0.120%
7/22/2025 Mascoma Wealth Management LLC6,970$446K0.1%-22.8%0.018%
7/22/2025 Signature Wealth Management Partners LLC14,357$918K0.5%-8.7%0.038%
7/22/2025 Yoder Wealth Management Inc.80,327$5.14M2.7%+5.1%0.212%
7/21/2025 Ameritas Advisory Services LLC26,168$1.67M0.1%-8.3%0.069%
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7/21/2025 Exchange Capital Management Inc.49,599$3.17M0.5%-2.9%0.131%
7/21/2025 Patriot Financial Group Insurance Agency LLC41,179$2.63M0.3%+0.6%0.109%
7/18/2025 Vicus Capital12,679$811K0.1%-28.8%0.033%
7/18/2025 Eagle Capital Management LLC5,600$358K0.2%-96.7%0.015%
7/18/2025 Truist Financial Corp33,574$2.15M0.0%-3.9%0.089%
7/17/2025 LexAurum Advisors LLC8,179$523K0.1%+8.1%0.022%
7/17/2025 Janney Montgomery Scott LLC14,056$899K0.0%-3.8%0.037%
7/17/2025 Smith Chas P & Associates PA Cpas7,259$464K0.0%-15.1%0.019%
7/17/2025 Fifth Third Securities Inc.24,363$1.56M0.1%+0.7%0.064%
7/17/2025 Smith Salley Wealth Management44,177$2.83M0.2%+0.7%0.117%
(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, 341 institutional investors and hedge funds held shares of Fidelity MSCI Health Care Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($121.20M), Charles Schwab Investment Management Inc. ($113.44M), International Assets Investment Management LLC ($82.33M), AGF Management Ltd. ($48.37M), LPL Financial LLC ($38.76M), Commonwealth Equity Services LLC ($37.67M), and Adviser Investments LLC ($18.89M).Learn more on Fidelity MSCI Health Care Index ETF's institutional investors.

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

Of the 276 institutional investors that purchased Fidelity MSCI Health Care Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Demars Financial Group LLC ($557.88K), International Assets Investment Management LLC ($352.89K), AGF Management Ltd. ($319.85K), Raymond James Financial Inc. ($291.54K), Charles Schwab Investment Management Inc. ($287.13K), Envestnet Asset Management Inc. ($273.80K), and Lido Advisors LLC ($231.94K).

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

Institutional investors have bought a total of 4,874,458 shares in the last 24 months. This purchase volume represents approximately $324.92M in transactions.

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

Of the 147 institutional investors that sold Fidelity MSCI Health Care Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($1.93M), Harbour Investments Inc. ($593.74K), Demars Financial Group LLC ($559.95K), Envestnet Asset Management Inc. ($271.12K), Thrivent Financial for Lutherans ($181.33K), Eagle Capital Management LLC ($164.64K), and Vicus Capital ($152.27K).

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

Institutional investors have sold a total of 5,807,398 shares in the last 24 months. This volume of shares sold represents approximately $401.56M in transactions.



This page (NYSEARCA:FHLC) was last updated on 8/15/2025 by MarketBeat.com Staff
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