Fidelity MSCI Health Care Index ETF
FHLC
109 hedge funds and large institutions have $395M invested in Fidelity MSCI Health Care Index ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
64% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 25
11% more funds holding
Funds holding: 98 → 109 (+11)
10% more capital invested
Capital invested by funds: $358M → $395M (+$36.5M)
1.45% more ownership
Funds ownership: 32.59% → 34.04% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$5.63M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$5.57M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$2.31M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$1.9M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$2.87M |
| 2 |
Morgan Stanley
New York
|
-$2.37M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.41M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$578K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$559K |
FHLC Hedge Fund Activity: Q2 2018 in Review
109 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2018, worth a combined $395M — up 10% from $358M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FHLC positions and 9 closed out — a net gain of 11 holders — while 41 added to existing stakes and 25 trimmed.
The largest buyer was BB&T Securities, adding an estimated $5.63M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $2.87M.
- 109 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2018, up from 98 in Q1 2018.
- Funds reported $395M of Fidelity MSCI Health Care Index ETF stock for Q2 2018, up 10% quarter-over-quarter.
- 20 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2018 and 9 closed out, a net change of +11 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2018 was BB&T Securities, an estimated $5.63M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q2 2018 was Charles Schwab Investment Advisory, an estimated $2.87M sold.
Based on aggregated 13F filings for Q2 2018.