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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
320
Holders Change
-6
Holders Change %
-1.84%
% of All Funds
4.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
117
Reduced
114
Closed
33
Calls
$335K
Puts
–
Net Calls
+$335K
Net Calls Change
-$183K

Top Buyers

1
CW
Connectus Wealth
Ohio
+$10.2M
2
AM
AGF Management
Ontario, Canada
+$9.78M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.22M
4
Lido Advisors
Lido Advisors
California
+$8.05M
5
HighTower Advisors
HighTower Advisors
Illinois
+$7.18M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$110M
2
Morgan Stanley
Morgan Stanley
New York
-$26.9M
3
TIA
Traphagen Investment Advisors
New Jersey
-$26.6M
4
AWM
Aprio Wealth Management
Georgia
-$7.18M
5
RCYC
Richard C. Young & Co
Rhode Island
-$6.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
76
Mariner
Kansas
$2.51M -$100K -1,482 -4%
BAM
77
Beaumont Asset Management
Texas
$2.5M +$17K +251 +0.7%
JWCA
78
J.W. Cole Advisors
Florida
$2.29M +$14.8K +219 +0.7%
Creative Planning
79
Creative Planning
Kansas
$2.26M +$1.32M +19,560 +152%
Truist Financial
80
Truist Financial
North Carolina
$2.2M -$887K -13,097 -29%
RSWM
81
Robertson Stephens Wealth Management
California
$2.13M – – –
MAM
82
Marotta Asset Management
Virginia
$2.07M +$183K +2,701 +10%
LA
83
Lynch & Associates
Indiana
$2.06M +$145K +2,141 +8%
EIA
84
Eldridge Investment Advisors
New Hampshire
$1.94M – – –
KPWS
85
Kestra Private Wealth Services
Texas
$1.94M +$5.21K +77 +0.3%
AAS
86
Ameritas Advisory Services
Nebraska
$1.91M +$104K +1,537 +6%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$1.88M +$110K +1,625 +6%
SWMP
88
Signature Wealth Management Partners
New Jersey
$1.84M +$46K +679 +3%
MWM
89
Mascoma Wealth Management
New Hampshire
$1.83M -$540K -7,975 -23%
KIG
90
Kowal Investment Group
Wisconsin
$1.77M -$24.9K -368 -1%
AB
91
Atlas Brown
Kentucky
$1.58M -$6.71K -99 -0.4%
VWM
92
VCI Wealth Management
Missouri
$1.52M -$277K -4,093 -16%
BFA
93
Beaumont Financial Advisors
Massachusetts
$1.51M -$240K -3,537 -14%
Pathstone Holdings
94
Pathstone Holdings
New Jersey
$1.48M +$796K +11,748 +124%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$1.46M – – –
PS
96
Principal Securities
Iowa
$1.46M +$118K +1,745 +9%
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$1.45M -$246K -3,634 -15%
BWM
98
Birchcreek Wealth Management
Ohio
$1.45M -$180K -2,654 -11%
COCM
99
Charter Oak Capital Management
New Hampshire
$1.43M +$19K +281 +1%
KIA
100
KCM Investment Advisors
California
$1.39M +$406 +6 +0%
2 3
4
5 6

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.