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Fidelity MSCI Health Care Index ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 98109 (+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: 33 (0)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
41
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
76
Advantage Investment Management
Iowa
$102K
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$83K -$53.9K -1,323 -40%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$74K +$8.15K +200 +12%
CF
79
Centaurus Financial
California
$67K +$66.5K +1,632 New
GWA
80
Guidant Wealth Advisors
Illinois
$63K
RWA
81
River Wealth Advisors
Pennsylvania
$63K +$62.1K +1,524 New
BWM
82
BerganKDV Wealth Management
Minnesota
$61K +$59.9K +1,468 New
BFEC
83
Benjamin F. Edwards & Company
Missouri
$43K
FHA
84
Flagship Harbor Advisors
Massachusetts
$37K +$37.4K +917 New
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$33K +$32.6K +800 New
RFWA
86
RPg Family Wealth Advisory
Massachusetts
$24.9K +$24.6K +603 New
MSA
87
Marino Stram & Associates
Massachusetts
$24K
SAM
88
Shamrock Asset Management
Texas
$21K
WEC
89
Winslow Evans & Crocker
Massachusetts
$18K +$1.22K +30 +8%
CAC
90
Certified Advisory Corp
Florida
$15K +$41 +1 +0.3%
BFC
91
Bedel Financial Consulting
Indiana
$14K +$14.2K +349 New
VNA
92
Valley National Advisers
Pennsylvania
$13K
SIS
93
Sound Income Strategies
Florida
$7K
PGWM
94
Parisi Gray Wealth Management
New Jersey
$7K +$6.44K +158 New
GEA
95
Glen Eagle Advisors
New Jersey
$5.99K
SEI Investments
96
SEI Investments
Pennsylvania
$5K
BCP
97
Blackhawk Capital Partners
Wisconsin
$4K
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$4K
LFA
99
Legacy Financial Advisors
Kentucky
$4K
TFS
100
TrustCore Financial Services
Tennessee
$4K

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.