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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
CPIG
201
Chicago Partners Investment Group
Illinois
$242K +$794 +13 +0.4%
EWS
202
Evergreen Wealth Solutions
Pennsylvania
$241K +$228K +3,725 New
CRWM
203
Castle Rock Wealth Management
California
$239K +$223K +3,654 New
MCA
204
Millennium Capital Advisors
Arkansas
$236K – – –
APWM
205
Atlas Private Wealth Management
New York
$235K -$742K -12,151 -77%
SCP
206
Silverleafe Capital Partners
Tennessee
$229K -$29.4K -481 -12%
WIA
207
World Investment Advisors
California
$228K +$61 +1 +0%
HWA
208
Hilltop Wealth Advisors
North Carolina
$227K -$4.21K -69 -2%
CWM
209
Congress Wealth Management
Massachusetts
$225K -$13.9K -228 -6%
Neuberger Berman Group
210
Neuberger Berman Group
New York
$224K -$23.7K -388 -10%
WN
211
Williams & Novak
California
$223K +$211K +3,454 New
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$218K +$206K +3,376 New
IAG
213
Investment Advisory Group
Massachusetts
$215K – – –
BCI
214
Brinker Capital Investments
Pennsylvania
$214K -$2.21M -36,167 -92%
OPS
215
Orion Portfolio Solutions
Nebraska
$214K -$2.21M -36,167 -92%
LJAC
216
L.J. Altfest & Co
New York
$213K -$37.3K -610 -16%
JIC
217
Johnson Investment Counsel
Ohio
$212K -$46.2K -757 -19%
CFS
218
Commonwealth Financial Services
West Virginia
$211K +$199K +3,257 New
CCM
219
Coldstream Capital Management
Washington
$208K +$197K +3,221 New
IAG
220
Investmark Advisory Group
Connecticut
$208K +$197K +3,219 New
VBCG
221
Valley Brook Capital Group
Pennsylvania
$207K +$195K +3,200 New
BCA
222
Bay Colony Advisors
Massachusetts
$205K +$193K +3,164 New
GWA
223
GGM Wealth Advisors
Maryland
$204K +$189K +3,100 New
EFH
224
Eaton Financial Holdings
Florida
$204K +$192K +3,147 New
DOA
225
D'Orazio & Associates
Virginia
$202K +$191K +3,130 New
7 8
9
10 11

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.