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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
CST
176
Charles Schwab Trust
Nevada
$284K +$290K +4,680 New
AF
177
AtlasMark Financial
Texas
$267K – – –
RWA
178
River Wealth Advisors
Pennsylvania
$263K -$9.19K -148 -3%
PJSIMP
179
P.J. Schmidt Investment Management (PJS)
Wisconsin
$263K -$5.59K -90 -2%
ICG
180
InterOcean Capital Group
Tennessee
$263K +$269K +4,335 New
MWM
181
Mission Wealth Management
California
$252K +$56.3K +907 +28%
DWM
182
Dakota Wealth Management
Florida
$250K +$256K +4,125 New
TCMP
183
Thrive Capital Management (Pennsylvania)
Pennsylvania
$249K -$25.1K -404 -9%
EH
184
Equitable Holdings
New York
$241K -$3.54K -57 -1%
JIC
185
Johnson Investment Counsel
Ohio
$230K +$621 +10 +0.3%
WIA
186
World Investment Advisors
California
$222K +$8.5K +137 +4%
SCP
187
Silverleafe Capital Partners
Tennessee
$221K -$7.57K -122 -3%
CWC
188
Carolinas Wealth Consulting
North Carolina
$211K +$621 +10 +0.3%
AA
189
Advisory Alpha
Michigan
$211K +$9.56K +154 +5%
ZIM
190
Zacks Investment Management
Illinois
$206K +$211K +3,397 New
MWP
191
Madison Wealth Partners
Wisconsin
$204K -$27.6K -445 -12%
ACM
192
Advisors Capital Management
New Jersey
$202K -$2.42K -39 -1%
CA
193
Continuum Advisory
Idaho
$202K +$206K +3,325 New
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$201K +$148K +2,387 +256%
APA
195
American Portfolios Advisors
New York
$155K +$8.75K +141 +6%
CF
196
Centaurus Financial
California
$154K +$3.85K +62 +3%
Franklin Resources
197
Franklin Resources
California
$152K – – –
SC
198
SouthState Corp
Florida
$137K – – –
AWM
199
Accel Wealth Management
Iowa
$136K -$19.8K -319 -13%
MHR
200
Matthew Hamilton Rosenberg
$136K – – –
6 7
8
9 10

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.