Fidelity MSCI Health Care Index ETF
FHLC
237 hedge funds and large institutions have $953M invested in Fidelity MSCI Health Care Index ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 55 reducing their positions, and 16 closing their positions.
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
73% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 55
8% more funds holding
Funds holding: 220 → 237 (+17)
1% more capital invested
Capital invested by funds: $944M → $953M (+$9.02M)
0.92% less ownership
Funds ownership: 38.48% → 37.56% (-0.92%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$7.13M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$5.05M |
| 3 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$3.02M |
| 4 |
Goldman Sachs
New York
|
+$2.76M |
| 5 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
-$19.4M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$9.91M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.62M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$6.88M |
| 5 |
KPWG
KFA Private Wealth Group
Tysons,
Virginia
|
-$6M |
FHLC Hedge Fund Activity: Q1 2021 in Review
237 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q1 2021, worth a combined $953M — up 0.96% from $944M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FHLC positions and 16 closed out — a net gain of 19 holders — while 95 added to existing stakes and 55 trimmed.
The largest buyer was Charles Schwab, adding an estimated $7.13M. The largest seller was LVZ Inc, cutting an estimated $19.4M.
- 237 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q1 2021, up from 220 in Q4 2020.
- Funds reported $953M of Fidelity MSCI Health Care Index ETF stock for Q1 2021, up 0.96% quarter-over-quarter.
- 35 funds opened new Fidelity MSCI Health Care Index ETF positions in Q1 2021 and 16 closed out, a net change of +19 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q1 2021 was Charles Schwab, an estimated $7.13M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q1 2021 was LVZ Inc, an estimated $19.4M sold.
Based on aggregated 13F filings for Q1 2021.