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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
Fisher Asset Management
126
Fisher Asset Management
Washington
$616K +$153K +2,471 +32%
AAS
127
Avantax Advisory Services
Texas
$615K +$165K +2,651 +35%
NL
128
NWAM LLC
Washington
$611K -$395K -6,371 -39%
Creative Planning
129
Creative Planning
Kansas
$605K +$51K +822 +9%
LB
130
Leo Brokerage
Texas
$595K -$605K -9,742 -50%
AF
131
Apexium Financial
Texas
$571K +$176K +2,840 +43%
PAG
132
Private Advisor Group
New Jersey
$568K -$236K -3,806 -29%
CA
133
Crumly & Associates
Illinois
$544K -$885K -14,259 -61%
FTS
134
Fifth Third Securities
Ohio
$535K +$548K +8,821 New
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$526K +$2.23K +36 +0.4%
JIP
136
Jaffetilchin Investment Partners
Florida
$525K +$54.7K +881 +11%
WPP
137
Whalerock Point Partners
Rhode Island
$521K -$15.5K -250 -3%
SAM
138
Secure Asset Management
Michigan
$511K +$29.8K +480 +6%
DOA
139
D'Orazio & Associates
Virginia
$510K – – –
RCAG
140
Rehmann Capital Advisory Group
Michigan
$507K -$8.88K -143 -2%
CCM
141
Coldstream Capital Management
Washington
$506K +$320K +5,163 +163%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$500K +$3.1K +50 +0.6%
OCM
143
One Capital Management
California
$498K -$34.8K -561 -6%
SAM
144
Sequent Asset Management
Texas
$484K +$496K +7,985 New
MA
145
Mutual Advisors
Nebraska
$477K -$372K -5,997 -43%
WWM
146
Western Wealth Management
Colorado
$476K +$931 +15 +0.2%
MG
147
Mather Group
Illinois
$465K +$58.7K +945 +14%
WHC
148
Wulff, Hansen & Co
California
$461K – – –
SFA
149
Sequoia Financial Advisors
Ohio
$450K -$19.7K -318 -4%
SCA
150
Southern Capital Advisors
Tennessee
$438K -$246K -3,956 -35%
4 5
6
7 8

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.