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Fidelity MSCI Health Care Index ETF
FHLC

326 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Health Care Index ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 21

11% more funds holding

Funds holding: 293 → 326 (+33)

5% more capital invested

Capital invested by funds: $1.23B → $1.3B (+$66.2M)

0.7% more ownership

Funds ownership: 42.06% → 42.76% (+0.7%)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
326
Holders Change
+33
Holders Change %
+11.26%
% of All Funds
4.75%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
57
Increased
100
Reduced
118
Closed
21
Calls
$518K
Puts
–
Net Calls
+$518K
Net Calls Change
+$142K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$23.3M
2
AWM
Aprio Wealth Management
Georgia
+$6.78M
3
RCYC
Richard C. Young & Co
Rhode Island
+$6.39M
4
Goldman Sachs
Goldman Sachs
New York
+$6.12M
5
Bank of America
Bank of America
North Carolina
+$5.78M

Top Sellers

1
FSC
Full Sail Capital
Oklahoma
-$17M
2
Ameriprise
Ameriprise
Minnesota
-$13.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$10.2M
4
CW
Connectus Wealth
Ohio
-$8.45M
5
SFCL
Strengthening Families & Communities LLC
Massachusetts
-$8.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
176
Creekmur Asset Management
Illinois
$322K +$304K +4,972 New
BCM
177
Brookstone Capital Management
Illinois
$317K -$34.7K -568 -10%
CA
178
Continuum Advisory
Idaho
$314K -$21.7K -356 -7%
WIP
179
WealthCare Investment Partners
Rhode Island
$313K -$3.36K -55 -1%
CWM
180
Calamos Wealth Management
Illinois
$305K – – –
PA
181
PFG Advisors
Arizona
$304K -$5.99K -98 -2%
ACM
182
Advisors Capital Management
New Jersey
$301K +$50.3K +824 +22%
SWC
183
Spectrum Wealth Counsel
Indiana
$294K +$277K +4,538 New
SAG
184
SageView Advisory Group
California
$290K +$267K +4,372 New
HWMT
185
Heritage Wealth Management (Texas)
Texas
$289K +$273K +4,470 New
GC
186
Gilbert & Cook
Iowa
$287K -$1.77K -29 -0.6%
CWP
187
Corepath Wealth Partners
Arizona
$286K -$10.1K -166 -4%
PIA
188
Panoramic Investment Advisors
Colorado
$275K -$26.4K -432 -9%
RWA
189
River Wealth Advisors
Pennsylvania
$274K +$28.6K +469 +12%
SCA
190
Sandy Cove Advisors
Massachusetts
$269K +$855 +14 +0.3%
MFIM
191
Mesirow Financial Investment Management
Illinois
$265K +$250K +4,098 New
Renaissance Technologies
192
Renaissance Technologies
New York
$265K +$250K +4,100 New
GWM
193
Geneos Wealth Management
Colorado
$265K +$4.34K +71 +2%
DAS
194
Dynamic Advisor Solutions
Arizona
$260K +$39.9K +654 +20%
AIP
195
Almanack Investment Partners
Pennsylvania
$259K +$9.16K +150 +4%
PCS
196
Personal CFO Solutions
New Jersey
$253K -$3.69M -60,448 -94%
MA
197
Mutual Advisors
Nebraska
$251K -$40.4K -662 -15%
WWM
198
Western Wealth Management
Colorado
$250K -$305 -5 -0.1%
AWA
199
Artemis Wealth Advisors
New York
$248K +$794 +13 +0.3%
IA
200
IFP Advisors
Florida
$246K -$489K -8,001 -68%
6 7
8
9 10

FHLC Hedge Fund Activity: Q4 2023 in Review

326 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2023, worth a combined $1.3B — up 5.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FHLC positions and 21 closed out — a net gain of 36 holders — while 100 added to existing stakes and 118 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.3M. The largest seller was Full Sail Capital, cutting an estimated $17M.

  • 326 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2023, up from 293 in Q3 2023.
  • Funds reported $1.3B of Fidelity MSCI Health Care Index ETF stock for Q4 2023, up 5.4% quarter-over-quarter.
  • 57 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2023 and 21 closed out, a net change of +36 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.3M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2023.