Fidelity MSCI Health Care Index ETF
FHLC
298 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 101 reducing their positions, and 26 closing their positions.
58% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 26
7% more capital invested
Capital invested by funds: $1.17B → $1.26B (+$87.6M)
4% more funds holding
Funds holding: 286 → 298 (+12)
0.64% more ownership
Funds ownership: 40.92% → 41.56% (+0.64%)
3% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 101
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$57.5M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$5.51M |
| 3 |
JP Morgan Chase
New York
|
+$5.47M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.9M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$4.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$17.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$14.6M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$11.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.6M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.54M |
FHLC Hedge Fund Activity: Q2 2023 in Review
298 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2023, worth a combined $1.26B — up 7.5% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FHLC positions and 26 closed out — a net gain of 15 holders — while 98 added to existing stakes and 101 trimmed.
The largest buyer was Charles Schwab, adding an estimated $57.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $17.4M.
- 298 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2023, up from 286 in Q1 2023.
- Funds reported $1.26B of Fidelity MSCI Health Care Index ETF stock for Q2 2023, up 7.5% quarter-over-quarter.
- 41 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2023 and 26 closed out, a net change of +15 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2023 was Charles Schwab, an estimated $57.5M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $17.4M sold.
Based on aggregated 13F filings for Q2 2023.