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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
MA
101
Maxele Advisors
Missouri
$1.07M +$44.8K +722 +4%
CPA
102
Court Place Advisors
Maryland
$1.07M – – –
AWM
103
AE Wealth Management
Kansas
$1.05M -$5.21K -84 -0.5%
RBFC
104
Roman Butler Fullerton & Co
Missouri
$1.03M +$1.43K +23 +0.1%
LWM
105
Loveless Wealth Management
Montana
$1.01M +$7.45K +120 +0.7%
MML Investors Services
106
MML Investors Services
Massachusetts
$1M -$93.2K -1,502 -8%
CH
107
Canton Hathaway
Rhode Island
$960K – – –
SWM
108
Spire Wealth Management
Virginia
$957K +$48.5K +781 +5%
KWM
109
KerberRose Wealth Management
Wisconsin
$951K +$973K +15,682 New
CAC
110
Certified Advisory Corp
Florida
$922K +$73.4K +1,183 +8%
MCM
111
MAI Capital Management
Ohio
$913K +$4.03K +65 +0.4%
Citadel Advisors
112
Citadel Advisors
Florida
$899K +$919K +14,810 New
ACA
113
Atlas Capital Advisors
Wyoming
$892K – – –
SS
114
Sunbelt Securities
Texas
$889K +$129K +2,075 +17%
COCM
115
Charter Oak Capital Management
New Hampshire
$847K +$383K +6,169 +79%
VWM
116
Venturi Wealth Management
Texas
$823K +$401K +6,464 +91%
BRWA
117
B. Riley Wealth Advisors
Florida
$821K -$24K -387 -3%
CAN
118
Cetera Advisor Networks
California
$813K +$412K +6,636 +98%
AWA
119
Arkadios Wealth Advisors
Georgia
$774K -$5.28K -85 -0.7%
EFS
120
Essex Financial Services
Connecticut
$766K +$510K +8,217 +187%
CPSAC
121
Chas P. Smith & Associates (CPS)
Florida
$723K -$18K -290 -2%
WA
122
Wealthstar Advisors
Texas
$690K +$62 +1 +0%
BAM
123
Belpointe Asset Management
Nevada
$645K +$501K +8,077 +316%
SHIM
124
Stone House Investment Management
Pennsylvania
$636K +$137K +2,215 +27%
TFA
125
Teamwork Financial Advisors
Texas
$617K +$48.5K +781 +8%
3 4
5
6 7

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.