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Fidelity MSCI Health Care Index ETF
FHLC

315 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 111

1% more funds holding

Funds holding: 312 → 315 (+3)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

3.46% less ownership

Funds ownership: 39.04% → 35.58% (-3.5%)

11% less capital invested

Capital invested by funds: $1.18B → $1.06B (-$128M)

Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
31
Increased
113
Reduced
111
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AM
AGF Management
Ontario, Canada
+$17.7M
2
Goldman Sachs
Goldman Sachs
New York
+$9.33M
3
IAIM
International Assets Investment Management
Florida
+$7.96M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.74M
5
LFG
Larson Financial Group
Missouri
+$5.19M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$138M
2
HI
Harbour Investments
Wisconsin
-$41.9M
3
Lido Advisors
Lido Advisors
California
-$14.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12M
5
LPL Financial
LPL Financial
California
-$8.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
251
Creative Financial Designs
Indiana
$60.7K – – –
BFPW
252
BOK Financial Private Wealth
Colorado
$58.1K – – –
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$57.3K +$35.8K +500 +176%
AA
254
Ancora Advisors
Ohio
$55.7K +$143 +2 +0.3%
US Bancorp
255
US Bancorp
Minnesota
$54.5K +$53.6K +749 New
HDIM
256
Hanson & Doremus Investment Management
Vermont
$52K – – –
HWA
257
HHM Wealth Advisors
Tennessee
$51K – – –
TWC
258
TD Waterhouse Canada
Ontario, Canada
$50.6K – – –
SAM
259
S.A. Mason
Michigan
$49.4K – – –
AWM
260
Atticus Wealth Management
Florida
$46.6K – – –
FCT
261
First Community Trust
Iowa
$46.4K – – –
MG
262
Mather Group
Illinois
$43.7K -$553K -7,728 -93%
SIC
263
Salem Investment Counselors
North Carolina
$43.7K – – –
WAM
264
WFA Asset Management
Wisconsin
$42.4K +$143 +2 +0.3%
CPA
265
Clear Point Advisors
New York
$39.7K +$72 +1 +0.2%
SIS
266
Sound Income Strategies
Florida
$39.2K -$4.79K -67 -11%
FWM
267
FSA Wealth Management
Massachusetts
$38.2K +$37.5K +524 New
SC
268
Solstein Capital
California
$37.7K – – –
GCM
269
Gables Capital Management
Florida
$33.9K +$33.3K +465 New
PA
270
Parallel Advisors
California
$33K -$4.29K -60 -12%
GIA
271
GHP Investment Advisors
Colorado
$32.7K – – –
CIAS
272
Capital Investment Advisory Services
North Carolina
$30.5K -$14.8K -207 -33%
PMFA
273
Plante Moran Financial Advisors
Michigan
$25.6K – – –
CICI
274
Capital Investment Counsel Inc
North Carolina
$25K – – –
BBHC
275
Brown Brothers Harriman & Co
New York
$23.6K – – –
9 10
11
12 13

FHLC Hedge Fund Activity: Q3 2024 in Review

315 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2024, worth a combined $1.06B — down 11% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FHLC positions and 25 closed out — a net gain of 6 holders — while 113 added to existing stakes and 111 trimmed.

The largest buyer was AGF Management, adding an estimated $17.7M. The largest seller was Charles Schwab, cutting an estimated $138M.

  • 315 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2024, up from 312 in Q2 2024.
  • Funds reported $1.06B of Fidelity MSCI Health Care Index ETF stock for Q3 2024, down 11% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2024 and 25 closed out, a net change of +6 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2024 was AGF Management, an estimated $17.7M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q3 2024 was Charles Schwab, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2024.