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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
CWM
126
Congress Wealth Management
Massachusetts
$818K +$329K +4,868 +69%
SWA
127
Stratos Wealth Advisors
Ohio
$815K +$37.2K +551 +5%
SWM
128
Spire Wealth Management
Virginia
$806K -$232K -3,440 -23%
GJIA
129
Glass Jacobson Investment Advisors
Maryland
$792K +$48.4K +717 +7%
AWA
130
Arkadios Wealth Advisors
Georgia
$759K -$120K -1,781 -14%
RBFC
131
Roman Butler Fullerton & Co
Missouri
$728K – – –
AI
132
Atria Investments
North Carolina
$718K +$707K +10,462 New
DFG
133
Demars Financial Group
Washington
$694K -$8.38K -124 -1%
Fisher Asset Management
134
Fisher Asset Management
Washington
$684K -$10.8K -160 -2%
Citigroup
135
Citigroup
New York
$677K +$308K +4,565 +86%
AFG
136
Atomi Financial Group
New York
$658K -$18.4K -273 -3%
CPSAC
137
Chas P. Smith & Associates (CPS)
Florida
$646K -$14.5K -215 -2%
GCIM
138
Gunn & Company Investment Management
Florida
$646K +$637K +9,422 New
Bank of New York Mellon
139
Bank of New York Mellon
New York
$627K +$74.4K +1,101 +14%
LF
140
LifeSteps Financial
California
$603K -$3.92K -58 -0.7%
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$602K +$593K +8,778 New
SCA
142
Southern Capital Advisors
Tennessee
$596K +$2.03K +30 +0.3%
MG
143
Mather Group
Illinois
$581K +$370K +5,482 +193%
CFG
144
Carr Financial Group
Massachusetts
$577K -$20.1K -298 -3%
HWM
145
HRC Wealth Management
Idaho
$570K +$27.8K +411 +5%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$565K -$129K -1,909 -19%
CA
147
Crumly & Associates
Illinois
$558K – – –
MWM
148
Mission Wealth Management
California
$549K -$29.5K -437 -5%
WIA
149
World Investment Advisors
California
$520K +$1.01K +15 +0.2%
RIA
150
Regal Investment Advisors
Michigan
$512K +$676 +10 +0.1%
4 5
6
7 8

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.