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Fidelity MSCI Health Care Index ETF
FHLC

326 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Health Care Index ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 21

11% more funds holding

Funds holding: 293 → 326 (+33)

5% more capital invested

Capital invested by funds: $1.23B → $1.3B (+$66.2M)

0.7% more ownership

Funds ownership: 42.06% → 42.76% (+0.7%)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
326
Holders Change
+33
Holders Change %
+11.26%
% of All Funds
4.75%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
57
Increased
100
Reduced
118
Closed
21
Calls
$518K
Puts
–
Net Calls
+$518K
Net Calls Change
+$142K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$23.3M
2
AWM
Aprio Wealth Management
Georgia
+$6.78M
3
RCYC
Richard C. Young & Co
Rhode Island
+$6.39M
4
Goldman Sachs
Goldman Sachs
New York
+$6.12M
5
Bank of America
Bank of America
North Carolina
+$5.78M

Top Sellers

1
FSC
Full Sail Capital
Oklahoma
-$17M
2
Ameriprise
Ameriprise
Minnesota
-$13.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$10.2M
4
CW
Connectus Wealth
Ohio
-$8.45M
5
SFCL
Strengthening Families & Communities LLC
Massachusetts
-$8.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
251
Ancora Advisors
Ohio
$49.1K +$122 +2 +0.3%
HDIM
252
Hanson & Doremus Investment Management
Vermont
$46K – – –
HWA
253
HHM Wealth Advisors
Tennessee
$45.3K – – –
SAM
254
S.A. Mason
Michigan
$43.9K – – –
AWM
255
Atticus Wealth Management
Florida
$41.4K – – –
AAG
256
Armstrong Advisory Group
Massachusetts
$41.3K – – –
FCT
257
First Community Trust
Iowa
$41.2K – – –
CIAS
258
Capital Investment Advisory Services
North Carolina
$40.4K – – –
SIC
259
Salem Investment Counselors
North Carolina
$38.8K – – –
ANBT
260
American National Bank & Trust
Texas
$38.7K +$22.5K +368 +160%
WAM
261
WFA Asset Management
Wisconsin
$37.3K +$122 +2 +0.3%
PTC
262
Private Trust Company
Ohio
$34.4K +$3.18K +52 +11%
FWM
263
FSA Wealth Management
Massachusetts
$34K +$31.7K +519 New
SC
264
Solstein Capital
California
$33.5K – – –
PA
265
Parallel Advisors
California
$33.1K -$10.3K -169 -25%
CPA
266
Clear Point Advisors
New York
$31.7K +$29.9K +490 New
GRP
267
Global Retirement Partners
California
$31.2K +$6.23K +102 +27%
GIA
268
GHP Investment Advisors
Colorado
$29.1K – – –
NFSG
269
Newbridge Financial Services Group
Florida
$27.6K -$10.3K -168 -28%
PO
270
Private Ocean
California
$26.4K +$24.9K +408 New
NECFA
271
New England Capital Financial Advisors
Connecticut
$25.6K – – –
PMFA
272
Plante Moran Financial Advisors
Michigan
$25.4K +$2.56K +42 +12%
ME
273
McIlrath & Eck
Washington
$22.9K – – –
CICI
274
Capital Investment Counsel Inc
North Carolina
$22.3K – – –
BWM
275
Baystate Wealth Management
Massachusetts
$21.9K +$61 +1 +0.3%
9 10
11
12 13

FHLC Hedge Fund Activity: Q4 2023 in Review

326 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2023, worth a combined $1.3B — up 5.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FHLC positions and 21 closed out — a net gain of 36 holders — while 100 added to existing stakes and 118 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.3M. The largest seller was Full Sail Capital, cutting an estimated $17M.

  • 326 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2023, up from 293 in Q3 2023.
  • Funds reported $1.3B of Fidelity MSCI Health Care Index ETF stock for Q4 2023, up 5.4% quarter-over-quarter.
  • 57 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2023 and 21 closed out, a net change of +36 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.3M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2023.