Fidelity MSCI Health Care Index ETF
FHLC
174 hedge funds and large institutions have $448M invested in Fidelity MSCI Health Care Index ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 32 closing their positions.
0% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 32
3% less funds holding
Funds holding: 179 → 174 (-5)
3.22% less ownership
Funds ownership: 34.08% → 30.87% (-3.2%)
11% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 61
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
22% less capital invested
Capital invested by funds: $575M → $448M (-$127M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $647K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$89.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.11M |
| 3 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$4.54M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$3.25M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$101M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$28.9M |
| 3 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$10.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$9.59M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.07M |
FHLC Hedge Fund Activity: Q1 2020 in Review
174 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q1 2020, worth a combined $448M — down 22% from $575M a quarter earlier.
Fund positioning in FHLC was balanced in Q1 2020: 32 funds opened new positions, 32 closed out, 54 added to existing stakes and 61 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $89.5M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $101M sold.
- 174 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q1 2020, down from 179 in Q4 2019.
- Funds reported $448M of Fidelity MSCI Health Care Index ETF stock for Q1 2020, down 22% quarter-over-quarter.
- 32 funds opened new Fidelity MSCI Health Care Index ETF positions in Q1 2020 and 32 closed out, a net change of 0 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q1 2020 was Charles Schwab, an estimated $89.5M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2020.