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Fidelity MSCI Health Care Index ETF
FHLC

277 hedge funds and large institutions have $1.09B invested in Fidelity MSCI Health Care Index ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

2.92% more ownership

Funds ownership: 36.32% → 39.24% (+2.9%)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

2% more capital invested

Capital invested by funds: $1.07B → $1.09B (+$25M)

0% less funds holding

Funds holding: 278 → 277 (-1)

Holders
277
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.67%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
29
Increased
105
Reduced
76
Closed
28
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$135K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$13.3M
2
FIM
Freedom Investment Management
Connecticut
+$12.7M
3
VC
Vicus Capital
Pennsylvania
+$10M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.63M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$11.7M
2
CI
Clal Insurance
Israel
-$4.41M
3
RWP
RWA Wealth Partners
Massachusetts
-$4.07M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.83M
5
CW
Connectus Wealth
Ohio
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
26
TBH Global Asset Management
Tennessee
$8.72M +$5.24M +84,447 +142%
BFA
27
Buttonwood Financial Advisors
Maryland
$8.02M +$226K +3,635 +3%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$7.92M +$2.35M +37,916 +41%
FPGK
29
Financial Partners Group (Kansas)
Kansas
$7.78M +$376K +6,060 +5%
KCM
30
Karp Capital Management
California
$7.71M -$831K -13,391 -10%
HighTower Advisors
31
HighTower Advisors
Illinois
$7.07M -$26.5K -427 -0.4%
WAM
32
Weatherly Asset Management
California
$6.91M +$140K +2,261 +2%
Stifel Financial
33
Stifel Financial
Missouri
$6.59M +$33K +532 +0.5%
SPC
34
Sigma Planning Corp
Michigan
$6.44M -$349K -5,623 -5%
RA
35
RFG Advisory
Alabama
$6.42M +$6.32M +101,802 New
LJAC
36
L.J. Altfest & Co
New York
$6.27M +$101K +1,620 +2%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$6.03M +$759K +12,235 +14%
LA
38
Lifeworks Advisors
Michigan
$6M +$901K +14,516 +17%
IRC
39
Investors Research Corp
Georgia
$5.58M +$961K +15,490 +20%
AWS
40
Atria Wealth Solutions
New York
$5.33M +$543K +8,748 +11%
AIA
41
Armor Investment Advisors
North Carolina
$5.06M +$630K +10,146 +14%
TCM
42
Traynor Capital Management
Pennsylvania
$4.8M -$344K -5,549 -7%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$4.7M +$2.87M +46,282 +148%
SFCL
44
Strengthening Families & Communities LLC
Massachusetts
$4.42M +$39.8K +641 +1%
Truist Financial
45
Truist Financial
North Carolina
$4.39M -$22K -354 -0.5%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$4.29M +$235K +3,782 +6%
ST
47
Spinnaker Trust
Maine
$4.05M +$1.91M +30,726 +85%
JP Morgan Chase
48
JP Morgan Chase
New York
$4.04M +$1.25M +20,183 +43%
ECM
49
Exchange Capital Management
Michigan
$3.95M -$159K -2,562 -4%
ASN
50
Advisory Services Network
Georgia
$3.92M +$7.88K +127 +0.2%
1
2
3 4 5

FHLC Hedge Fund Activity: Q2 2022 in Review

277 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2022, worth a combined $1.09B — up 2.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FHLC positions and 28 closed out — a net gain of 1 holder — while 105 added to existing stakes and 76 trimmed.

The largest buyer was UBS Group, adding an estimated $13.3M. The largest seller was Beaumont Financial Advisors, cutting an estimated $11.7M.

  • 277 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2022, down from 278 in Q1 2022.
  • Funds reported $1.09B of Fidelity MSCI Health Care Index ETF stock for Q2 2022, up 2.3% quarter-over-quarter.
  • 29 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2022 and 28 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2022 was UBS Group, an estimated $13.3M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2022 was Beaumont Financial Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2022.