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Fidelity MSCI Health Care Index ETF
FHLC
FHLC
236 hedge funds and large institutions have $994M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
58% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 60
4% more capital invested
Capital invested by funds: $953M → $994M (+$40.4M)
0% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 26
0% less funds holding
Funds holding: 237 → 236 (-1)
0.84% less ownership
Funds ownership: 37.66% → 36.82% (-0.84%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
26
Increased
95
Reduced
60
Closed
26
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
+$389K
Top Buyers
Top Sellers
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
-$9.29M |
| 2 |
LWA
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
-$7.85M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$6.86M |
| 4 |
HF
Halpern Financial
Ashburn,
Virginia
|
-$6.34M |
| 5 |
MFG
Monumental Financial Group
Rockville,
Maryland
|
-$6.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
251
Reilly Financial Advisors
La Mesa,
California
| – | -$21K | -350 | Closed |
|
|
MF
252
Manchester Financial
Westlake Village,
California
| – | -$14K | -245 | Closed |
|
|
FA
253
Fortis Advisors
Wayne,
Pennsylvania
| – | -$12K | -200 | Closed |
|
|
HR
254
Howe & Rusling
Rochester,
New York
| – | -$9K | -155 | Closed |
|
|
WP
255
WealthShield Partners
Cary,
North Carolina
| – | -$8K | -140 | Closed |
|
|
WAP
256
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$6K | -105 | Closed |
|
|
SWM
257
Selective Wealth Management
Forest,
Virginia
| – | -$3K | -59 | Closed |
|
|
APC
258
Aspire Private Capital
Cornelius,
North Carolina
| – | -$2K | -33 | Closed |
|
259
AssetMark Inc
Concord,
California
| – | -$2K | -26 | Closed |
|
|
WBC
260
West Branch Capital
Amherst,
Massachusetts
| – | +$185 | +3 | New |
|
|
FCMT
261
Founders Capital Management (Texas)
Houston,
Texas
| – | +$308 | +5 | New |
|