We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

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: 312315 (+3)

0% more funds holding in top 10

Funds holding in top 10: 99 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
276
AssetMark Inc
California
$23.2K +$20.5K +286 +867%
ACA
277
Aptus Capital Advisors
Alabama
$21.9K +$13.7K +191 +174%
CFFP
278
Center for Financial Planning
Michigan
$21.8K
FHA
279
First Horizon Advisors
Tennessee
$21.8K
GGI
280
Godsey & Gibb Inc
Virginia
$21.8K
HPC
281
HM Payson & Co
Maine
$21.8K
EW
282
Element Wealth
Mississippi
$16.8K -$1.65K -23 -9%
AWM
283
Abound Wealth Management
Tennessee
$15.9K
GRP
284
Global Retirement Partners
California
$15.8K -$18.4K -257 -54%
EWM
285
EPG Wealth Management
Georgia
$14.4K +$14.2K +198 New
BONH
286
Bank of New Hampshire
New Hampshire
$12K
CT
287
Caldwell Trust
Florida
$11.7K +$11.5K +161 New
CT
288
Coastline Trust
Rhode Island
$11.4K +$11.2K +157 New
FFA
289
Farther Finance Advisors
California
$10.5K +$2K +28 +24%
OLVIG
290
Oliver Lagore Vanvalin Investment Group
Michigan
$9.76K +$4.29K +60 +81%
FFA
291
Frazier Financial Advisors
Ohio
$9.68K
CB
292
CNB Bank
Pennsylvania
$9.46K
VNA
293
Valley National Advisers
Pennsylvania
$9K
DF
294
Dunhill Financial
United Kingdom
$7.91K
HI
295
Hoey Investments
Pennsylvania
$7.34K
AP
296
Aspect Partners
Virginia
$7.28K +$3.58K +50 +100%
BLC
297
Brown, Lisle/Cummings
Rhode Island
$5.97K
UB
298
UMB Bank
Missouri
$5.68K
MSG
299
Main Street Group
Virginia
$4.37K
CT
300
Clearstead Trust
Maine
$3.79K

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.