Fidelity MSCI Health Care Index
FHLC • ARCA
Fidelity MSCI Health Care Index is an exchange-traded fund on ARCA. As of Q3 2025, 329 institutional investors hold shares in this ETF, with total holdings valued at $1.0B. Lido Advisors, LLC is the largest holder with a position valued at $136.2M.
Overview
Overview of institutional ownership in FHLC as of Q3 2025
All Institutions
- Institutions
- 329
- Value Held
- $1.0B
- Shares Held
- 15.5M
- Avg Position
- $3.2M
- Median Position
- $369.5K
Hedge Funds
- Hedge Funds
- 6
- Value Held
- $1.8M
- Shares Held
- 26.7K
- Avg Position
- $297.2K
- Median Position
- $211.2K
Biggest Investors
Institutions with the largest positions in FHLC as of Q3 2025
| Institution | Position Value |
|---|---|
 Lido Advisors, LLC RIA/Wealth | $136.2M 0.56% of portfolio |
 SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | $128.3M 0.02% of portfolio |
A AGF MANAGEMENT LTD Institution | $60.7M 0.27% of portfolio |
L LPL Financial LLC Institution | $43.2M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $31.7M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $29.7M 0.04% of portfolio |
 ROCKLAND TRUST CO Private Equity | $21.9M 0.90% of portfolio |
 ALTFEST L J & CO INC RIA/Wealth | $19.4M 2.18% of portfolio |
 WEATHERLY ASSET MANAGEMENT L. P. RIA/Wealth | $19.1M 1.58% of portfolio |
 McGlone Suttner Wealth Management, Inc. RIA/Wealth | $18.7M 2.61% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FHLC in Q3 2025
- Traded
- +$88.2M
- Buyers
- 152
- Sellers
- 134
- Total Bought
- +$155.0M
- Total Sold
- −$66.8M
- Avg Position
- $2.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
ROCKLAND TRUST CO Private Equity | +$21.9M +327.7K shares |
ALTFEST L J & CO INC RIA/Wealth | +$19.4M +290.0K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$17.5M +262.1K shares |
S Strengthening Families & Communities, LLC Institution | +$10.4M +154.9K shares |
A AGF MANAGEMENT LTD Institution | +$10.1M +150.9K shares |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | +$9.7M +144.4K shares |
Lido Advisors, LLC RIA/Wealth | +$9.4M +141.1K shares |
B BRIGHT ROCK CAPITAL MANAGEMENT, LLC Long Only Manager | +$6.7M +100.0K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$4.6M +68.7K shares |
 Aprio Wealth Management, LLC RIA/Wealth | +$4.3M +65.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$9.7M −152.2K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$5.1M −79.2K shares |
 Kovitz Investment Group Partners, LLC RIA/Wealth | −$4.5M −67.5K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$3.2M −47.8K shares |
 Adviser Investments LLC Family Office | −$2.9M −43.5K shares |
P | −$2.6M −41.2K shares |
 LLBH Private Wealth Management, LLC RIA/Wealth | −$2.5M −39.5K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | −$2.3M −35.2K shares |
−$1.8M −27.3K shares | |
 Eqis Capital Management, Inc. RIA/Wealth | −$1.6M −25.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FHLC in Q3 2025
- New Positions
- 19
- New Value
- $24.9M
- Exited Positions
- 28
- Exited Value
- $27.7M
New Positions
| Institution | Position Value |
|---|---|
ROCKLAND TRUST CO Private Equity | $21.9M 327.7K shares |
 LEIGH BALDWIN & CO., LLC RIA/Wealth | $632.2K 8.3K shares |
 PARK AVENUE SECURITIES LLC RIA/Wealth | $478.1K 7.1K shares |
$421.8K 6.3K shares | |
 Gladstone Institutional Advisory LLC RIA/Wealth | $332.8K 5.0K shares |
 M&T BANK CORP Institution | $255.0K 3.8K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | $230.6K 3.4K shares |
 Fundamentun, LLC RIA/Wealth | $218.2K 3.3K shares |
 Union Bankshares Corp Institution | $169.5K 2.5K shares |
 Woodside Wealth Management LLC RIA/Wealth | $98.6K 1.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $9.7M 152.2K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $5.1M 79.2K shares |
P | $2.6M 41.2K shares |
LLBH Private Wealth Management, LLC RIA/Wealth | $2.5M 39.5K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $2.3M 35.2K shares |
Eqis Capital Management, Inc. RIA/Wealth | $1.6M 25.1K shares |
C Centric Wealth Management RIA/Wealth | $951.3K 15.3K shares |
 HBW Advisory Services LLC RIA/Wealth | $399.8K 6.3K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $279.8K 4.4K shares |
$262.8K 4.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in FHLC as of Q3 2025
- Call Positions
- 1
- Call Value
- $280.9K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $280.9K 42.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FHLC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Buttonwood Financial Advisors Inc. RIA/Wealth | 4.92% $14.3M |
 Centerline Wealth Advisors, LLC Real Assets | 4.22% $9.7M |
 Fischer Financial Services, Inc. RIA/Wealth | 3.00% $11.2M |
 Yoder Wealth Management, Inc. RIA/Wealth | 2.77% $5.8M |
McGlone Suttner Wealth Management, Inc. RIA/Wealth | 2.61% $18.7M |
 Investors Research Corp RIA/Wealth | 2.54% $13.7M |
S Strengthening Families & Communities, LLC Institution | 2.47% $11.0M |
ALTFEST L J & CO INC RIA/Wealth | 2.18% $19.4M |
M Marotta Asset Management RIA/Wealth | 1.92% $10.2M |
K KDK Private Wealth Management, LLC RIA/Wealth | 1.79% $1.8M |