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Fidelity MSCI Health Care Index ETF
FHLC

326 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Health Care Index ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 21

11% more funds holding

Funds holding: 293 → 326 (+33)

5% more capital invested

Capital invested by funds: $1.23B → $1.3B (+$66.2M)

0.7% more ownership

Funds ownership: 42.06% → 42.76% (+0.7%)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
326
Holders Change
+33
Holders Change %
+11.26%
% of All Funds
4.75%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
57
Increased
100
Reduced
118
Closed
21
Calls
$518K
Puts
–
Net Calls
+$518K
Net Calls Change
+$142K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$23.3M
2
AWM
Aprio Wealth Management
Georgia
+$6.78M
3
RCYC
Richard C. Young & Co
Rhode Island
+$6.39M
4
Goldman Sachs
Goldman Sachs
New York
+$6.12M
5
Bank of America
Bank of America
North Carolina
+$5.78M

Top Sellers

1
FSC
Full Sail Capital
Oklahoma
-$17M
2
Ameriprise
Ameriprise
Minnesota
-$13.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$10.2M
4
CW
Connectus Wealth
Ohio
-$8.45M
5
SFCL
Strengthening Families & Communities LLC
Massachusetts
-$8.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
51
Eley Financial Management
Vermont
$4.49M -$64.4K -1,054 -1%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$4.31M +$151K +2,479 +4%
BIA
53
Barry Investment Advisors
Massachusetts
$4.11M -$529K -8,656 -12%
SPC
54
Sigma Planning Corp
Michigan
$3.88M -$6.43M -105,356 -64%
ECM
55
Exchange Capital Management
Michigan
$3.69M -$29.4K -481 -0.8%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.56M -$386K -6,314 -10%
HF
57
Halpern Financial
Virginia
$3.33M -$800K -13,105 -20%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$3.28M +$626K +10,252 +25%
Northern Trust
59
Northern Trust
Illinois
$3.21M – – –
LFS
60
Legacy Financial Strategies
Kansas
$3.15M -$36.8K -602 -1%
SSWM
61
Smith Salley Wealth Management
North Carolina
$3.05M +$179K +2,926 +7%
YWM
62
Yoder Wealth Management
California
$2.93M +$227K +3,724 +9%
Prudential Financial
63
Prudential Financial
New Jersey
$2.92M +$219K +3,585 +9%
MWM
64
Maltin Wealth Management
New Jersey
$2.91M +$53.3K +873 +2%
Truist Financial
65
Truist Financial
North Carolina
$2.89M -$508K -8,315 -16%
EH
66
Equitable Holdings
New York
$2.64M +$545K +8,927 +28%
IAN
67
Integrated Advisors Network
Texas
$2.62M -$7.57K -124 -0.3%
CAGAS
68
Capital Advisory Group Advisory Services
Minnesota
$2.57M -$68.1K -1,115 -3%
SCA
69
Snowden Capital Advisors
New York
$2.56M -$81.9K -1,341 -3%
HCA
70
Heck Capital Advisors
Wisconsin
$2.52M -$1M -16,400 -30%
TW
71
TrinityPoint Wealth
Connecticut
$2.48M +$1.76M +28,859 +304%
VA
72
Valmark Advisers
Ohio
$2.47M +$215K +3,516 +10%
FTS
73
Fifth Third Securities
Ohio
$2.46M +$181K +2,963 +8%
Mariner
74
Mariner
Kansas
$2.42M +$370K +6,055 +19%
BAM
75
Beaumont Asset Management
Texas
$2.3M +$33.5K +549 +2%
1 2
3
4 5

FHLC Hedge Fund Activity: Q4 2023 in Review

326 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2023, worth a combined $1.3B — up 5.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FHLC positions and 21 closed out — a net gain of 36 holders — while 100 added to existing stakes and 118 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.3M. The largest seller was Full Sail Capital, cutting an estimated $17M.

  • 326 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2023, up from 293 in Q3 2023.
  • Funds reported $1.3B of Fidelity MSCI Health Care Index ETF stock for Q4 2023, up 5.4% quarter-over-quarter.
  • 57 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2023 and 21 closed out, a net change of +36 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.3M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2023.