Fidelity MSCI Health Care Index ETF
FHLC
124 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
67% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 30
33% more capital invested
Capital invested by funds: $395M → $527M (+$132M)
14% more funds holding
Funds holding: 109 → 124 (+15)
0.13% more ownership
Funds ownership: 34.04% → 34.16% (+0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$33.2M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$9.17M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$6.59M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$6.26M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$15.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.6M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$4.16M |
| 4 |
Jane Street
New York
|
-$2.56M |
| 5 |
CW
Cobiz Wealth
Denver,
Colorado
|
-$1.59M |
FHLC Hedge Fund Activity: Q3 2018 in Review
124 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2018, worth a combined $527M — up 33% from $395M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FHLC positions and 13 closed out — a net gain of 15 holders — while 50 added to existing stakes and 30 trimmed.
The largest buyer was Bank of America, adding an estimated $33.2M. The largest seller was Beaumont Financial Advisors, cutting an estimated $15.7M.
- 124 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2018, up from 109 in Q2 2018.
- Funds reported $527M of Fidelity MSCI Health Care Index ETF stock for Q3 2018, up 33% quarter-over-quarter.
- 28 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2018 and 13 closed out, a net change of +15 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2018 was Bank of America, an estimated $33.2M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q3 2018 was Beaumont Financial Advisors, an estimated $15.7M sold.
Based on aggregated 13F filings for Q3 2018.