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Fidelity MSCI Health Care Index ETF
FHLC

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 100

0.51% more ownership

Funds ownership: 38.53% → 39.04% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less funds holding

Funds holding: 320 → 312 (-8)

6% less capital invested

Capital invested by funds: $1.25B → $1.18B (-$70.8M)

Holders
312
Holders Change
-8
Holders Change %
-2.5%
% of All Funds
4.51%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
Strengthening Families & Communities LLC
Massachusetts
+$10.3M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.15M
3
Lido Advisors
Lido Advisors
California
+$5.87M
4
HI
Harbour Investments
Wisconsin
+$5.26M
5
ST
Spinnaker Trust
Maine
+$4.27M

Top Sellers

1
CI
Clal Insurance
Israel
-$46.9M
2
AWM
AE Wealth Management
Kansas
-$10.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.34M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.59M
5
Northern Trust
Northern Trust
Illinois
-$3.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMT
326
Heritage Wealth Management (Texas)
Texas
– -$312K -4,471 Closed
CRWM
327
Castle Rock Wealth Management
California
– -$250K -3,775 Closed
Neuberger Berman Group
328
Neuberger Berman Group
New York
– -$231K -3,304 Closed
Jane Street
329
Jane Street
New York
– -$224K -3,204 Closed
GS
330
GTS Securities
New York
– -$214K -3,074 Closed
MCA
331
Millennium Capital Advisors
Arkansas
– -$213K -3,051 Closed
DA
332
DCM Advisors
New York
– -$205K -2,937 Closed
Koshinski Asset Management
333
Koshinski Asset Management
Illinois
– -$201K -2,887 Closed
FIM
334
Fernwood Investment Management
Massachusetts
– -$188K -2,700 Closed
SFC
335
SYM Financial Corp
Indiana
– -$75K -1,075 Closed
AAG
336
Armstrong Advisory Group
Massachusetts
– -$41.3K -638 Closed
PCM
337
Penserra Capital Management
California
– -$7K -111 Closed
US Bancorp
338
US Bancorp
Minnesota
– -$7.61K -109 Closed
NC
339
NewSquare Capital
Pennsylvania
– -$6.56K -94 Closed
FGAM
340
Financial Gravity Asset Management
Texas
– -$6.08K -87 Closed
S
341
Sachetta
Massachusetts
– -$1.3K -20 Closed
CA
342
CoreCap Advisors
Michigan
– -$1.26K -18 Closed
PP
343
Pacifica Partners
Canada
– -$1.23K -18 Closed
10 11 12 13
14

FHLC Hedge Fund Activity: Q2 2024 in Review

312 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2024, worth a combined $1.18B — down 5.6% from $1.25B a quarter earlier.

Fund positioning in FHLC was balanced in Q2 2024: 29 funds opened new positions, 29 closed out, 108 added to existing stakes and 100 trimmed.

The largest buyer was Strengthening Families & Communities LLC, opening a new position worth an estimated $10.3M. The largest seller was Clal Insurance, cutting an estimated $46.9M.

  • 312 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2024, down from 320 in Q1 2024.
  • Funds reported $1.18B of Fidelity MSCI Health Care Index ETF stock for Q2 2024, down 5.6% quarter-over-quarter.
  • 29 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2024 and 29 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2024 was Strengthening Families & Communities LLC, an estimated $10.3M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2024 was Clal Insurance, an estimated $46.9M sold.

Based on aggregated 13F filings for Q2 2024.