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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
EWA
201
EP Wealth Advisors
California
$102K
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$100K -$1.68K -27 -2%
SBL
203
Sargent Bickham Lagudis
Colorado
$100K +$310 +5 +0.3%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$99K +$3.35K +54 +3%
SPIA
205
Steward Partners Investment Advisory
New York
$89K -$105K -1,697 -54%
CFGS
206
Concourse Financial Group Securities
Alabama
$84K -$5.46K -88 -6%
GEA
207
Glen Eagle Advisors
New Jersey
$67.9K +$10.8K +174 +18%
AIM
208
Anchor Investment Management
South Carolina
$60.7K
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$50K -$14.2K -228 -22%
BFPW
210
BOK Financial Private Wealth
Colorado
$50K +$51.1K +823 New
FP
211
Financial Perspectives
Minnesota
$48.4K +$186 +3 +0.4%
HDIM
212
Hanson & Doremus Investment Management
Vermont
$48K
SAM
213
S.A. Mason
Michigan
$44K
TWC
214
TD Waterhouse Canada
Ontario, Canada
$43K
HWA
215
HHM Wealth Advisors
Tennessee
$42K
FCT
216
First Community Trust
Iowa
$39K
NFSG
217
Newbridge Financial Services Group
Florida
$31K
SC
218
Solstein Capital
California
$31K
RG
219
Retirement Group
California
$30K
CCM
220
Covington Capital Management
California
$30K +$31K +500 New
BFEC
221
Benjamin F. Edwards & Company
Missouri
$29K
AW
222
ACG Wealth
Georgia
$29K +$29.7K +479 New
GIA
223
GHP Investment Advisors
Colorado
$27K
MAM
224
Meeder Asset Management
Ohio
$26K
HIA
225
Harbor Investment Advisory
Maryland
$26K +$26.3K +423 New

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.