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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

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$66.79
+0.27 (+0.41%)
(As of 05/6/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC)

Number of
Institutional Buyers
(last 12 months)
159
Total
Institutional Inflows
(last 12 months)
$239.92M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$191.44M
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FHLC Institutional Buying and Selling by Quarter

Fidelity MSCI Health Care Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2024Envestnet Portfolio Solutions Inc.20,819$1.45M0.0%-14.9%0.046%
5/6/2024SYM FINANCIAL Corp1,075$75K0.0%-63.2%0.002%
5/6/2024Advisory Services Network LLC78,081$5.45M0.1%+11.2%0.173%
5/4/2024 WBI Investments LLC6,230$435K0.1%-71.4%0.014%
5/3/2024 Southern Capital Advisors LLC8,661$604K0.4%-1.9%0.019%
5/3/2024 GSA Capital Partners LLP15,511$1.08M0.1%-4.0%0.034%
5/3/2024 Smith Salley Wealth Management43,947$3.07M0.2%-6.8%0.098%
5/2/2024 Gilbert & Cook Inc.4,168$291K0.0%-6.1%0.009%
5/2/2024 Lincoln National Corp40,036$2.79M0.0%+63.7%0.089%
5/2/2024 Almanack Investment Partners LLC.4,747$331K0.1%+18.8%0.011%
5/2/2024 Valley Brook Capital Group Inc.3,790$264K0.2%+18.4%0.008%
5/1/2024 StoneX Group Inc.19,582$1.37M0.1%-9.8%0.044%
5/1/2024 Janney Montgomery Scott LLC14,636$1.02M0.0%+9.1%0.033%
5/1/2024 Mission Wealth Management LP8,441$589K0.0%-13.0%0.019%
5/1/2024 Sequoia Financial Advisors LLC4,472$312K0.0%-23.9%0.010%
4/30/2024 Private Advisor Group LLC17,880$1.25M0.0%+29.6%0.040%
4/30/2024 J.W. Cole Advisors Inc.32,843$2.29M0.1%+0.7%0.073%
4/30/2024 Hartline Investment Corp4,487$313K0.1%N/A0.010%
4/30/2024 Arkadios Wealth Advisors12,843$896K0.1%-2.2%0.029%
4/29/2024Commonwealth Equity Services LLC549,023$38.31M0.1%-0.3%1.221%
4/29/2024 RWA Wealth Partners LLC279,571$19.51M0.3%-4.1%0.622%
4/27/2024 Weatherly Asset Management L. P.202,529$14.13M1.4%+8.2%0.451%
4/27/2024 Signature Wealth Management Partners LLC26,309$1.84M1.5%+2.6%0.059%
4/26/2024 LifeSteps Financial Inc.8,843$617K0.5%-1.8%0.020%
4/26/2024 Schmidt P J Investment Management Inc.5,898$412K0.1%-4.3%0.013%
4/26/2024 Mesirow Financial Investment Management Inc.3,928$274K0.0%N/A0.009%
4/26/2024 Carr Financial Group Corp8,712$608K0.2%-3.7%0.019%
4/25/2024 Armor Investment Advisors LLC79,906$5.58M2.7%-4.4%0.178%
4/25/2024 Cambridge Investment Research Advisors Inc.150,872$10.53M0.0%-1.7%0.336%
4/24/2024 Demars Financial Group LLC10,233$714K0.4%-2.0%0.023%
4/24/2024 Buttonwood Financial Advisors Inc.171,337$11.95M5.6%+17.5%0.381%
4/23/2024 Charter Oak Capital Management LLC20,532$1.43M0.2%+1.4%0.046%
4/23/2024 Cornell Pochily Investment Advisors Inc.6,610$461K0.2%N/A0.015%
4/23/2024 Raymond James Financial Services Advisors Inc.150,916$10.53M0.0%-1.2%0.336%
4/19/2024 American National Bank & Trust Co. VA3,173$221K0.1%N/A0.007%
4/19/2024 Wealthstar Advisors LLC10,182$710K0.2%-5.3%0.023%
4/19/2024 Yoder Wealth Management Inc.46,108$3.22M2.1%+1.7%0.103%
4/18/2024 Exchange Capital Management Inc.56,348$3.93M0.6%-1.3%0.125%
4/18/2024 Panoramic Investment Advisors LLC3,939$275K0.2%-7.2%0.009%
4/18/2024 Eagle Capital Management LLC169,374$11.82M5.3%-0.5%0.377%
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4/18/2024 Miracle Mile Advisors LLC14,092$983K0.0%-24.5%0.031%
4/18/2024 Kowal Investment Group LLC25,314$1.77M0.4%-1.4%0.056%
4/18/2024 Fifth Third Securities Inc.47,147$3.29M0.3%+23.8%0.105%
4/18/2024 Barry Investment Advisors LLC62,558$4.37M1.5%-1.6%0.139%
4/18/2024 Waterway Wealth Management LLC181,362$12.65M5.6%-5.8%0.403%
4/17/2024 Founders Financial Securities LLC5,740$400K0.0%-44.3%0.013%
4/17/2024 Vicus Capital149,758$10.45M0.9%+4.8%0.333%
4/16/2024 Monumental Financial Group Inc.84,323$5.88M3.1%+3.9%0.188%
4/16/2024 Silverleafe Capital Partners LLC4,254$297K0.1%+19.9%0.009%
4/16/2024 LongView Wealth Management2,955$206K0.1%N/A0.007%
4/16/2024 Maltin Wealth Management Inc.47,477$3.31M1.9%+5.4%0.106%
4/16/2024 Wealth Enhancement Advisory Services LLC26,974$1.88M0.0%+6.4%0.060%
4/15/2024 Brookstone Capital Management4,472$312K0.0%-8.7%0.009%
4/15/2024 Sunbelt Securities Inc.19,737$1.38M0.2%-9.7%0.041%
4/15/2024 Atlas Capital Advisors LLC55,665$3.88M0.6%+68.5%0.115%
4/15/2024 Sound Income Strategies LLC531$37K0.0%+4,727.3%0.001%
4/13/2024 Retirement Planning Group LLC13,050$911K0.1%-6.3%0.027%
4/12/2024 Traynor Capital Management Inc.155,836$10.87M0.9%+0.5%0.321%
4/12/2024 Lloyd Advisory Services LLC.28,212$1.97M0.4%N/A0.058%
4/11/2024 RFG Advisory LLC50,458$3.52M0.1%+45.6%0.104%
4/10/2024 LexAurum Advisors LLC5,872$410K0.1%+12.2%0.012%
4/10/2024 American National Bank991$69K0.0%+65.7%0.002%
4/10/2024 Legacy Financial Strategies LLC12,728$888K0.2%-73.9%0.026%
4/9/2024 Halpern Financial Inc.50,630$3.44M1.0%-0.7%0.104%
4/9/2024 Lynch & Associates IN29,484$2.06M0.5%+7.8%0.061%
4/9/2024 Mather Group LLC.2,846$184K0.0%N/A0.006%
4/5/2024 Hilltop Wealth Advisors LLC3,202$223K0.1%-8.8%0.007%
4/5/2024 NBC Securities Inc.18,046$1.26M0.1%-4.4%0.037%
4/2/2024 Marotta Asset Management29,700$2.07M0.4%+10.0%0.061%
3/22/2024PNC Financial Services Group Inc.1,502$97K0.0%-21.6%0.003%
3/6/2024SageView Advisory Group LLC4,372$290K0.0%N/A0.009%
3/5/2024Fisher Asset Management LLC12,913$835K0.0%-3.1%0.027%
3/1/2024Creekmur Asset Management LLC4,972$322K0.1%N/A0.010%
2/26/2024Centaurus Financial Inc.1,622$105K0.0%-23.6%0.003%
2/16/2024Harbour Investments Inc.476,727$30.84M1.3%+9.1%0.983%
2/15/2024Freedom Investment Management Inc.133,983$8.67M0.7%-12.6%0.276%
2/14/2024Personal CFO Solutions LLC3,909$253K0.0%-93.9%0.008%
2/13/2024Cetera Advisor Networks LLC93,436$6.04M0.0%-6.7%0.193%
2/12/2024Richard C. Young & CO. LTD.104,648$6.77M0.9%N/A0.216%
2/12/2024 StoneX Group Inc.21,709$1.40M0.2%-9.5%0.045%
2/12/2024Stifel Financial Corp103,041$6.67M0.0%-4.9%0.212%
2/12/2024Steward Partners Investment Advisory LLC108,763$7.04M0.1%+0.9%0.224%
2/12/2024 Eaton Financial Holdings Company LLC3,147$204K0.0%N/A0.006%
2/12/2024Parallel Advisors LLC512$33K0.0%-24.8%0.001%
2/12/2024 Quantitative Strategies Inc.118,997$7.70M4.7%+1.8%0.245%
2/9/2024 Congress Wealth Management LLC DE 3,474$225K0.0%-6.2%0.007%
2/9/2024Advisory Services Network LLC70,207$4.54M0.1%-8.6%0.145%
2/9/2024TBH Global Asset Management LLC7,420$480K0.1%-2.4%0.015%
2/9/2024SageView Advisory Group LLC4,372$290K0.0%N/A0.009%
2/9/2024 Cambridge Investment Research Advisors Inc.153,542$9.93M0.0%-6.9%0.317%
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2/9/2024 Barry Investment Advisors LLC63,566$4.11M1.4%-12.0%0.131%
2/9/2024Wells Fargo & Company MN275,940$17.85M0.0%+14.1%0.569%
2/9/2024Coldstream Capital Management Inc.3,221$208K0.0%N/A0.007%
2/9/2024UBS Group AG105,719$6.84M0.0%-3.6%0.218%
2/8/2024TrinityPoint Wealth LLC38,359$2.48M0.4%+303.8%0.079%
2/8/2024 American National Bank598$39K0.0%+160.0%0.001%
2/8/2024 Exchange Capital Management Inc.57,112$3.70M0.7%-0.8%0.118%
2/8/2024 Janney Montgomery Scott LLC13,412$868K0.0%-8.8%0.028%
2/8/2024D Orazio & Associates Inc.3,130$202K0.0%N/A0.006%
2/8/2024 Pacific Sun Financial Corp5,318$344K0.2%-2.9%0.011%
(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), Whalerock Point Partners LLC ($494.92M), Charles Schwab Investment Management Inc. ($328.32M), Lido Advisors LLC ($101.57M), Clal Insurance Enterprises Holdings Ltd ($61.82M), Commonwealth Equity Services LLC ($38.31M), and Full Sail Capital LLC ($35.73M).Learn more on FHLC's institutional investors.

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

Of the 256 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. ($629.16K), Raymond James Financial Services Advisors Inc. ($412.31K), Commonwealth Equity Services LLC ($367.17K), Lebenthal Global Advisors LLC ($259.84K), International Assets Investment Management LLC ($239.80K), and McGlone Suttner Wealth Management Inc. ($234.66K).

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

Institutional investors have bought a total of 8,792,412 shares in the last 24 months. This purchase volume represents approximately $548.13M in transactions.

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

Of the 174 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: Adviser Investments LLC ($468.82K), Raymond James Financial Services Advisors Inc. ($397.57K), Commonwealth Equity Services LLC ($386.15K), Lebenthal Global Advisors LLC ($286.50K), Envestnet Asset Management Inc. ($271.58K), Eqis Capital Management Inc. ($197.04K), and Beaumont Financial Partners LLC ($187.81K).

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

Institutional investors have sold a total of 4,858,335 shares in the last 24 months. This volume of shares sold represents approximately $303.79M in transactions.


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This page (NYSEARCA:FHLC) was last updated on 5/7/2024 by MarketBeat.com Staff

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