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Fidelity MSCI Health Care Index ETF
FHLC

298 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Health Care Index ETF in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

237% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $480K

32% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 81

18% more capital invested

Capital invested by funds: $1.11B → $1.31B (+$201M)

11% more funds holding

Funds holding: 269 → 298 (+29)

1.26% more ownership

Funds ownership: 40.16% → 41.42% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (0)

Holders
298
Holders Change
+29
Holders Change %
+10.78%
% of All Funds
4.78%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
54
Increased
107
Reduced
81
Closed
16
Calls
$1.62M
Puts
$480K
Net Calls
+$1.14M
Net Calls Change
+$545K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$8.95M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8M
4
Ameriprise
Ameriprise
Minnesota
+$7.11M
5
MMA
Miracle Mile Advisors
California
+$6.49M

Top Sellers

Rank Fund Capital Flow
1
RWP
RWA Wealth Partners
Massachusetts
-$22.6M
2
TGAM
TBH Global Asset Management
Tennessee
-$5.82M
3
FPGK
Financial Partners Group (Kansas)
Kansas
-$2.42M
4
KAS
Kestra Advisory Services
Texas
-$2.3M
5
BIA
Barry Investment Advisors
Massachusetts
-$2.11M

FHLC Hedge Fund Activity: Q4 2022 in Review

298 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2022, worth a combined $1.31B — up 18% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FHLC positions and 16 closed out — a net gain of 38 holders — while 107 added to existing stakes and 81 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $14.1M. The largest seller was RWA Wealth Partners, cutting an estimated $22.6M.

  • 298 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2022, up from 269 in Q3 2022.
  • Funds reported $1.31B of Fidelity MSCI Health Care Index ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 54 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2022 and 16 closed out, a net change of +38 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $14.1M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q4 2022 was RWA Wealth Partners, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2022.