Fidelity MSCI Health Care Index ETF
FHLC
190 hedge funds and large institutions have $684M invested in Fidelity MSCI Health Care Index ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 21 closing their positions.
86% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 21
53% more capital invested
Capital invested by funds: $448M → $684M (+$236M)
45% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 49
9% more funds holding
Funds holding: 174 → 190 (+16)
4.82% more ownership
Funds ownership: 30.87% → 35.69% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
62% less call options, than puts
Call options by funds: $279K | Put options by funds: $733K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$54.2M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$21.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.3M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$11.7M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.71M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$2.66M |
| 3 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$2.45M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.34M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.86M |
FHLC Hedge Fund Activity: Q2 2020 in Review
190 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2020, worth a combined $684M — up 53% from $448M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FHLC positions and 21 closed out — a net gain of 18 holders — while 71 added to existing stakes and 49 trimmed.
The largest buyer was Charles Schwab, adding an estimated $54.2M. The largest seller was HighTower Advisors, cutting an estimated $4.71M.
- 190 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2020, up from 174 in Q1 2020.
- Funds reported $684M of Fidelity MSCI Health Care Index ETF stock for Q2 2020, up 53% quarter-over-quarter.
- 39 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2020 and 21 closed out, a net change of +18 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2020 was Charles Schwab, an estimated $54.2M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q2 2020 was HighTower Advisors, an estimated $4.71M sold.
Based on aggregated 13F filings for Q2 2020.