Fidelity MSCI Health Care Index ETF
FHLC
236 hedge funds and large institutions have $994M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 59 reducing their positions, and 26 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 59
4% more capital invested
Capital invested by funds: $953M → $994M (+$40.9M)
0% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 26
0% less funds holding
Funds holding: 237 → 236 (-1)
0.77% less ownership
Funds ownership: 37.56% → 36.79% (-0.77%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$9.83M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$6.2M |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$3.12M |
| 4 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
+$2.36M |
| 5 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
-$9.29M |
| 2 |
LWA
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
-$7.85M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$6.86M |
| 4 |
HF
Halpern Financial
Ashburn,
Virginia
|
-$6.34M |
| 5 |
MFG
Monumental Financial Group
Rockville,
Maryland
|
-$6.26M |
FHLC Hedge Fund Activity: Q2 2021 in Review
236 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2021, worth a combined $994M — up 4.3% from $953M a quarter earlier.
Fund positioning in FHLC was balanced in Q2 2021: 26 funds opened new positions, 26 closed out, 95 added to existing stakes and 59 trimmed.
The largest buyer was Charles Schwab, adding an estimated $9.83M. The largest seller was LVZ Inc, exiting entirely with an estimated $9.29M sold.
- 236 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2021, down from 237 in Q1 2021.
- Funds reported $994M of Fidelity MSCI Health Care Index ETF stock for Q2 2021, up 4.3% quarter-over-quarter.
- 26 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2021 and 26 closed out, a net change of 0 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $9.83M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q2 2021 was LVZ Inc, an estimated $9.29M sold.
Based on aggregated 13F filings for Q2 2021.