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Fidelity MSCI Health Care Index ETF
FHLC

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 100

0.51% more ownership

Funds ownership: 38.53% → 39.04% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less funds holding

Funds holding: 320 → 312 (-8)

6% less capital invested

Capital invested by funds: $1.25B → $1.18B (-$70.8M)

Holders
312
Holders Change
-8
Holders Change %
-2.5%
% of All Funds
4.51%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
Strengthening Families & Communities LLC
Massachusetts
+$10.3M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.15M
3
Lido Advisors
Lido Advisors
California
+$5.87M
4
HI
Harbour Investments
Wisconsin
+$5.26M
5
ST
Spinnaker Trust
Maine
+$4.27M

Top Sellers

1
CI
Clal Insurance
Israel
-$46.9M
2
AWM
AE Wealth Management
Kansas
-$10.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.34M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.59M
5
Northern Trust
Northern Trust
Illinois
-$3.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
101
Mascoma Wealth Management
New Hampshire
$1.24M -$545K -8,067 -31%
RJA
102
Raymond James & Associates
Florida
$1.21M -$17.6K -260 -1%
NS
103
NBC Securities
Alabama
$1.21M -$23.6K -349 -2%
PAG
104
Private Advisor Group
New Jersey
$1.2M -$26.7K -395 -2%
DWM
105
Dakota Wealth Management
Florida
$1.17M +$18.2K +270 +2%
MML Investors Services
106
MML Investors Services
Massachusetts
$1.12M -$94.9K -1,405 -8%
SS
107
Sunbelt Securities
Texas
$1.11M -$239K -3,540 -18%
LFG
108
Larson Financial Group
Missouri
$1.08M +$1.05M +15,590 +15,747%
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$1.06M -$360K -5,328 -26%
AAS
110
Avantax Advisory Services
Texas
$1.04M +$20.4K +302 +2%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$1.03M +$24.9K +368 +3%
MCM
112
MAI Capital Management
Ohio
$1.02M +$14.1K +208 +1%
PFA
113
Pathway Financial Advisers
Indiana
$979K +$8.58K +127 +0.9%
C
114
CEDRUS
Colorado
$973K +$78.6K +1,163 +9%
CPA
115
Court Place Advisors
Maryland
$961K -$117K -1,725 -11%
MMA
116
Miracle Mile Advisors
California
$956K -$10.4K -154 -1%
BCI
117
Brinker Capital Investments
Pennsylvania
$943K +$929K +13,742 New
OPS
118
Orion Portfolio Solutions
Nebraska
$943K +$929K +13,742 New
JIP
119
Jaffetilchin Investment Partners
Florida
$930K +$5.61K +83 +0.6%
TCM
120
Tandem Capital Management
New Jersey
$915K -$144K -2,130 -14%
CH
121
Canton Hathaway
Rhode Island
$904K – – –
Citadel Advisors
122
Citadel Advisors
Florida
$891K +$878K +12,991 New
RPGK
123
Retirement Planning Group (Kansas)
Kansas
$888K -$7.03K -104 -0.8%
LFS
124
Legacy Financial Strategies
Kansas
$859K +$473 +7 +0.1%
MA
125
Montag & Associates
Georgia
$835K – – –
3 4
5
6 7

FHLC Hedge Fund Activity: Q2 2024 in Review

312 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2024, worth a combined $1.18B — down 5.6% from $1.25B a quarter earlier.

Fund positioning in FHLC was balanced in Q2 2024: 29 funds opened new positions, 29 closed out, 108 added to existing stakes and 100 trimmed.

The largest buyer was Strengthening Families & Communities LLC, opening a new position worth an estimated $10.3M. The largest seller was Clal Insurance, cutting an estimated $46.9M.

  • 312 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2024, down from 320 in Q1 2024.
  • Funds reported $1.18B of Fidelity MSCI Health Care Index ETF stock for Q2 2024, down 5.6% quarter-over-quarter.
  • 29 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2024 and 29 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2024 was Strengthening Families & Communities LLC, an estimated $10.3M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2024 was Clal Insurance, an estimated $46.9M sold.

Based on aggregated 13F filings for Q2 2024.