Fidelity MSCI Health Care Index ETF
FHLC
263 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 64 reducing their positions, and 23 closing their positions.
126% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 23
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
36% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 64
9% more funds holding
Funds holding: 242 → 263 (+21)
1% more capital invested
Capital invested by funds: $1.05B → $1.06B (+$14.6M)
1.18% less ownership
Funds ownership: 36.52% → 35.33% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$10.5M |
| 2 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
+$9.68M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$3.49M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.48M |
| 5 |
Goldman Sachs
New York
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$81.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.61M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.2M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.39M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$2.59M |
FHLC Hedge Fund Activity: Q4 2021 in Review
263 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2021, worth a combined $1.06B — up 1.4% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new FHLC positions and 23 closed out — a net gain of 29 holders — while 87 added to existing stakes and 64 trimmed.
The largest buyer was Lido Advisors, adding an estimated $10.5M. The largest seller was Charles Schwab, cutting an estimated $81.3M.
- 263 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2021, up from 242 in Q3 2021.
- Funds reported $1.06B of Fidelity MSCI Health Care Index ETF stock for Q4 2021, up 1.4% quarter-over-quarter.
- 52 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2021 and 23 closed out, a net change of +29 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $10.5M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q4 2021 was Charles Schwab, an estimated $81.3M sold.
Based on aggregated 13F filings for Q4 2021.