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Fidelity MSCI Health Care Index ETF

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: 1218 (+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: 278277 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
151
D.L. Carlson Investment Group
New Hampshire
$426K +$15.8K +254 +4%
CAN
152
Claraphi Advisory Network
United States
$426K +$56.6K +912 +15%
IAA
153
Independent Advisor Alliance
North Carolina
$412K -$31.2K -503 -7%
AT
154
American Trust
Kentucky
$405K +$11.5K +186 +3%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$403K +$62 +1 +0%
RIA
156
Regal Investment Advisors
Michigan
$397K +$683 +11 +0.2%
WA
157
WBH Advisory
Maryland
$393K -$8.5K -137 -2%
GWM
158
Geneos Wealth Management
Colorado
$376K -$1.36K -22 -0.4%
PSF
159
Pacific Sun Financial
California
$358K +$101K +1,635 +38%
CWM
160
Congress Wealth Management
Massachusetts
$353K +$100K +1,619 +39%
RJA
161
Raymond James & Associates
Florida
$346K -$16.8K -270 -5%
EIP
162
Ellis Investment Partners
Pennsylvania
$346K +$2.85K +46 +0.8%
Neuberger Berman Group
163
Neuberger Berman Group
New York
$338K -$141K -2,269 -29%
WI
164
WBI Investments
New Jersey
$330K +$341K +5,494 New
CWM
165
Calamos Wealth Management
Illinois
$323K
SMG
166
Spectrum Management Group
Indiana
$316K
MW
167
Milestone Wealth
New York
$314K
XWM
168
Xcel Wealth Management
Florida
$313K
AWA
169
Artemis Wealth Advisors
New York
$312K +$320K +5,149 New
PCS
170
Personal CFO Solutions
New Jersey
$310K -$11K -177 -3%
CWP
171
Corepath Wealth Partners
Arizona
$304K -$4.96K -80 -2%
WMA
172
Wealth Management Associates
New Jersey
$303K -$23.8K -383 -7%
AIP
173
Almanack Investment Partners
Pennsylvania
$295K
BFA
174
Beaumont Financial Advisors
Massachusetts
$293K -$11.7M -187,808 -97%
RCA
175
Reitz Capital Advisors
Michigan
$284K

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.