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Fidelity MSCI Health Care Index ETF

277 hedge funds and large institutions have $1.09B invested in Fidelity MSCI Health Care Index ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

2.92% more ownership

Funds ownership: 36.32%39.24% (+2.9%)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

2% more capital invested

Capital invested by funds: $1.07B → $1.09B (+$25M)

0% less funds holding

Funds holding: 278277 (-1)

Holders
277
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.67%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
29
Increased
105
Reduced
76
Closed
28
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$241M +$6.34M +102,200 +3%
Lido Advisors
2
Lido Advisors
California
$78.9M -$1.18M -18,975 -1%
CI
3
Clal Insurance
Israel
$61.8M -$4.41M -71,000 -7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$43.9M +$9.63M +155,166 +27%
RWP
5
RWA Wealth Partners
Massachusetts
$42.5M -$4.07M -65,612 -9%
FSC
6
Full Sail Capital
Oklahoma
$32.7M -$2.11M -33,948 -6%
TIA
7
Traphagen Investment Advisors
New Jersey
$27M +$795K +12,811 +3%
HI
8
Harbour Investments
Wisconsin
$25.1M +$25.6M +412,938 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.3M +$9.9M +159,450 +77%
LPL Financial
10
LPL Financial
California
$20.9M +$2.04M +32,906 +11%
UBS Group
11
UBS Group
Switzerland
$18.1M +$13.3M +213,710 +254%
LGA
12
Lebenthal Global Advisors
New York
$17.4M -$468K -7,537 -3%
Morgan Stanley
13
Morgan Stanley
New York
$16.3M +$8.26M +133,059 +98%
Osaic Holdings
14
Osaic Holdings
Arizona
$15.5M -$3.83M -61,758 -20%
HF
15
Halpern Financial
Virginia
$15.2M +$1.32M +21,275 +9%
FIM
16
Freedom Investment Management
Connecticut
$13.5M +$12.7M +204,041 +1,095%
Wells Fargo
17
Wells Fargo
California
$12.9M +$2.82M +45,377 +27%
VC
18
Vicus Capital
Pennsylvania
$12.3M +$10M +161,043 +392%
Ameriprise
19
Ameriprise
Minnesota
$11.2M -$543K -8,746 -5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$11.2M +$3.41M +54,900 +43%
ECML
21
Eagle Capital Management (Louisiana)
Louisiana
$10.6M -$75K -1,208 -0.7%
Bank of America
22
Bank of America
North Carolina
$10M -$646K -10,412 -6%
KAS
23
Kestra Advisory Services
Texas
$9.71M -$3.35M -54,025 -25%
BIA
24
Barry Investment Advisors
Massachusetts
$9.34M -$169K -2,716 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.17M +$531K +8,557 +6%

FHLC Hedge Fund Activity: Q2 2022 in Review

277 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2022, worth a combined $1.09B — up 2.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FHLC positions and 28 closed out — a net gain of 1 holder — while 105 added to existing stakes and 76 trimmed.

The largest buyer was UBS Group, adding an estimated $13.3M. The largest seller was Beaumont Financial Advisors, cutting an estimated $11.7M.

  • 277 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2022, down from 278 in Q1 2022.
  • Funds reported $1.09B of Fidelity MSCI Health Care Index ETF stock for Q2 2022, up 2.3% quarter-over-quarter.
  • 29 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2022 and 28 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2022 was UBS Group, an estimated $13.3M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2022 was Beaumont Financial Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2022.