Fidelity MSCI Health Care Index ETF
FHLC
191 hedge funds and large institutions have $725M invested in Fidelity MSCI Health Care Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 59 reducing their positions, and 20 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 59
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
6% more capital invested
Capital invested by funds: $684M → $725M (+$41M)
1% more funds holding
Funds holding: 190 → 191 (+1)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.47% less ownership
Funds ownership: 35.69% → 35.22% (-0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$9.64M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$9.38M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$4.5M |
| 4 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
+$2.53M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.1M |
| 2 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$10.4M |
| 3 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$7.05M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4M |
| 5 |
Jane Street
New York
|
-$3.7M |
FHLC Hedge Fund Activity: Q3 2020 in Review
191 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2020, worth a combined $725M — up 6% from $684M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FHLC positions and 20 closed out — a net gain of 2 holders — while 71 added to existing stakes and 59 trimmed.
The largest buyer was Truist Financial, adding an estimated $9.64M. The largest seller was Envestnet Asset Management, cutting an estimated $15.1M.
- 191 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2020, up from 190 in Q2 2020.
- Funds reported $725M of Fidelity MSCI Health Care Index ETF stock for Q3 2020, up 6% quarter-over-quarter.
- 22 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2020 and 20 closed out, a net change of +2 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2020 was Truist Financial, an estimated $9.64M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q3 2020 was Envestnet Asset Management, an estimated $15.1M sold.
Based on aggregated 13F filings for Q3 2020.