Fidelity MSCI Health Care Index ETF
FHLC
146 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 26 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 38
8% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 26
1.68% less ownership
Funds ownership: 35.11% → 33.43% (-1.7%)
3% less funds holding
Funds holding: 150 → 146 (-4)
6% less capital invested
Capital invested by funds: $560M → $527M (-$33M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$6.01M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$5.6M |
| 3 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
+$3.25M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$2.99M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$15.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.4M |
| 3 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$8.16M |
| 4 |
Lazard Asset Management
New York
|
-$6.55M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.07M |
FHLC Hedge Fund Activity: Q2 2019 in Review
146 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2019, worth a combined $527M — down 5.9% from $560M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of FHLC and 24 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 57 added.
The largest buyer was SVB Wealth, opening a new position worth an estimated $6.01M. The largest seller was Beaumont Financial Advisors, cutting an estimated $15.9M.
- 146 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2019, down from 150 in Q1 2019.
- Funds reported $527M of Fidelity MSCI Health Care Index ETF stock for Q2 2019, down 5.9% quarter-over-quarter.
- 24 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2019 and 26 closed out, a net change of -2 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2019 was SVB Wealth, an estimated $6.01M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q2 2019 was Beaumont Financial Advisors, an estimated $15.9M sold.
Based on aggregated 13F filings for Q2 2019.