Fidelity MSCI Health Care Index ETF
FHLC
277 hedge funds and large institutions have $1.09B invested in Fidelity MSCI Health Care Index ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 28 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 12 → 18 (+6)
38% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 76
2.92% more ownership
Funds ownership: 36.32% → 39.24% (+2.9%)
4% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 28
2% more capital invested
Capital invested by funds: $1.07B → $1.09B (+$25M)
0% less funds holding
Funds holding: 278 → 277 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$13.3M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$12.7M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$10M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.9M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$11.7M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$4.41M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$4.07M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.83M |
| 5 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$3.45M |
FHLC Hedge Fund Activity: Q2 2022 in Review
277 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2022, worth a combined $1.09B — up 2.3% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FHLC positions and 28 closed out — a net gain of 1 holder — while 105 added to existing stakes and 76 trimmed.
The largest buyer was UBS Group, adding an estimated $13.3M. The largest seller was Beaumont Financial Advisors, cutting an estimated $11.7M.
- 277 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2022, down from 278 in Q1 2022.
- Funds reported $1.09B of Fidelity MSCI Health Care Index ETF stock for Q2 2022, up 2.3% quarter-over-quarter.
- 29 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2022 and 28 closed out, a net change of +1 holder.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2022 was UBS Group, an estimated $13.3M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q2 2022 was Beaumont Financial Advisors, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2022.