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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

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

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
DAS
326
Dynamic Advisor Solutions
Arizona
– -$270K -3,938 Closed
GC
327
Gilbert & Cook
Iowa
– -$247K -3,606 Closed
TCMP
328
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$205K -2,986 Closed
GI
329
Gradient Investments
Minnesota
– -$46.4K -676 Closed
PTC
330
Private Trust Company
Ohio
– -$35.6K -519 Closed
ME
331
McIlrath & Eck
Washington
– -$24.3K -354 Closed
NFSG
332
Newbridge Financial Services Group
Florida
– -$22.3K -325 Closed
EWA
333
EverSource Wealth Advisors
Alabama
– -$22.8K -322 Closed
RIA
334
Realta Investment Advisors
Delaware
– -$16.5K -240 Closed
LIA
335
Lynx Investment Advisory
District of Columbia
– -$15.5K -226 Closed
Simplex Trading
336
Simplex Trading
Illinois
– -$6K -100 Closed
UWS
337
Unique Wealth Strategies
Illinois
– -$6.98K -100 Closed
TSWM
338
Tyler-Stone Wealth Management
Ohio
– -$6.11K -89 Closed
CIA
339
Cape Investment Advisory
Georgia
– -$5.35K -78 Closed
ACM
340
Anfield Capital Management
California
– -$3.57K -52 Closed
KFS
341
Kelly Financial Services
Massachusetts
– -$1.37K -20 Closed
10 11 12 13
14

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.