Fidelity MSCI Health Care Index ETF
FHLC
73 hedge funds and large institutions have $184M invested in Fidelity MSCI Health Care Index ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 9 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 17
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $163M → $184M (+$21.5M)
0.43% more ownership
Funds ownership: 23.38% → 23.81% (+0.43%)
0% more funds holding
Funds holding: 73 → 73 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLCIG
D.L. Carlson Investment Group
Concord,
New Hampshire
|
+$2.95M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.31M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.08M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$3.52M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.48M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.56M |
| 4 |
SG Americas Securities
New York
|
-$1.29M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.23M |
FHLC Hedge Fund Activity: Q2 2017 in Review
73 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2017, worth a combined $184M — up 13% from $163M a quarter earlier.
Fund positioning in FHLC was balanced in Q2 2017: 9 funds opened new positions, 9 closed out, 37 added to existing stakes and 17 trimmed.
The largest buyer was D.L. Carlson Investment Group, opening a new position worth an estimated $2.95M. The largest seller was Advisor Group, cutting an estimated $3.52M.
- 73 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $184M of Fidelity MSCI Health Care Index ETF stock for Q2 2017, up 13% quarter-over-quarter.
- 9 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2017 and 9 closed out, a net change of 0 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2017 was D.L. Carlson Investment Group, an estimated $2.95M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q2 2017 was Advisor Group, an estimated $3.52M sold.
Based on aggregated 13F filings for Q2 2017.