Fidelity MSCI Health Care Index ETF
FHLC
320 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Health Care Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 33 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 114
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
3% less capital invested
Capital invested by funds: $1.3B → $1.25B (-$43.5M)
2% less funds holding
Funds holding: 326 → 320 (-6)
4.23% less ownership
Funds ownership: 42.76% → 38.53% (-4.2%)
12% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$10.2M |
| 2 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$9.78M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.22M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$8.05M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$7.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$110M |
| 2 |
Morgan Stanley
New York
|
-$26.9M |
| 3 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$26.6M |
| 4 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$7.18M |
| 5 |
RCYC
Richard C. Young & Co
Newport,
Rhode Island
|
-$6.77M |
FHLC Hedge Fund Activity: Q1 2024 in Review
320 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q1 2024, worth a combined $1.25B — down 3.4% from $1.3B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of FHLC and 29 opened new positions — a net loss of 4 holders — while 114 trimmed existing stakes and 117 added.
The largest buyer was Connectus Wealth, opening a new position worth an estimated $10.2M. The largest seller was Charles Schwab, cutting an estimated $110M.
- 320 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q1 2024, down from 326 in Q4 2023.
- Funds reported $1.25B of Fidelity MSCI Health Care Index ETF stock for Q1 2024, down 3.4% quarter-over-quarter.
- 29 funds opened new Fidelity MSCI Health Care Index ETF positions in Q1 2024 and 33 closed out, a net change of -4 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q1 2024 was Connectus Wealth, an estimated $10.2M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q1 2024 was Charles Schwab, an estimated $110M sold.
Based on aggregated 13F filings for Q1 2024.