Fidelity MSCI Health Care Index ETF
FHLC
73 hedge funds and large institutions have $163M invested in Fidelity MSCI Health Care Index ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
76% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 17
55% more capital invested
Capital invested by funds: $105M → $163M (+$57.8M)
7% more funds holding
Funds holding: 68 → 73 (+5)
5.3% more ownership
Funds ownership: 18.08% → 23.38% (+5.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.5M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$16.2M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$6.39M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.69M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$3.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$20.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.34M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$784K |
| 4 |
BW
Biegel & Waller
Columbia,
Maryland
|
-$626K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$605K |
FHLC Hedge Fund Activity: Q1 2017 in Review
73 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q1 2017, worth a combined $163M — up 55% from $105M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FHLC positions and 7 closed out — a net gain of 6 holders — while 30 added to existing stakes and 17 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $21.5M. The largest seller was Pinnacle Advisory Group, cutting an estimated $20.5M.
- 73 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q1 2017, up from 68 in Q4 2016.
- Funds reported $163M of Fidelity MSCI Health Care Index ETF stock for Q1 2017, up 55% quarter-over-quarter.
- 13 funds opened new Fidelity MSCI Health Care Index ETF positions in Q1 2017 and 7 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q1 2017 was Envestnet Asset Management, an estimated $21.5M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q1 2017 was Pinnacle Advisory Group, an estimated $20.5M sold.
Based on aggregated 13F filings for Q1 2017.