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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
PSF
176
Pacific Sun Financial
California
$347K +$3.04K +45 +0.9%
XWM
177
Xcel Wealth Management
Florida
$343K -$5.47K -81 -2%
MA
178
Mutual Advisors
Nebraska
$339K +$44.2K +654 +16%
SW
179
SVB Wealth
Massachusetts
$338K -$420K -6,220 -56%
WWM
180
Western Wealth Management
Colorado
$330K +$61K +903 +23%
WIP
181
WealthCare Investment Partners
Rhode Island
$328K +$12.2K +181 +4%
AIP
182
Almanack Investment Partners
Pennsylvania
$326K – – –
CWM
183
Calamos Wealth Management
Illinois
$324K – – –
SAI
184
Savvy Advisors Inc
New York
$315K +$81.8K +1,211 +36%
ACM
185
Advisors Capital Management
New Jersey
$308K -$26.8K -396 -8%
SCP
186
Silverleafe Capital Partners
Tennessee
$302K +$10.5K +156 +4%
RWA
187
River Wealth Advisors
Pennsylvania
$298K +$4.05K +60 +1%
Comerica Bank
188
Comerica Bank
Texas
$298K -$89.3K -1,322 -23%
BCM
189
Brookstone Capital Management
Illinois
$293K -$23.4K -346 -8%
VBCG
190
Valley Brook Capital Group
Pennsylvania
$282K +$22K +326 +9%
PA
191
PFG Advisors
Arizona
$281K -$34.4K -509 -11%
GWM
192
Geneos Wealth Management
Colorado
$276K – – –
BCA
193
Bay Colony Advisors
Massachusetts
$276K -$31.5K -466 -10%
DAS
194
Dynamic Advisor Solutions
Arizona
$270K -$1.96K -29 -0.7%
MFIM
195
Mesirow Financial Investment Management
Illinois
$270K – – –
PCS
196
Personal CFO Solutions
New Jersey
$268K – – –
SFA
197
Sequoia Financial Advisors
Ohio
$266K -$39.9K -590 -13%
AWA
198
Artemis Wealth Advisors
New York
$264K +$878 +13 +0.3%
SWC
199
Spectrum Wealth Counsel
Indiana
$262K -$48.3K -715 -16%
CPIG
200
Chicago Partners Investment Group
Illinois
$257K -$6.42K -95 -3%
6 7
8
9 10

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.