Fidelity MSCI Health Care Index ETF
FHLC
294 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 113 reducing their positions, and 23 closing their positions.
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
0.51% more ownership
Funds ownership: 41.62% → 42.13% (+0.51%)
2% less capital invested
Capital invested by funds: $1.26B → $1.23B (-$30.7M)
4% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 23
4% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 113
2% less funds holding
Funds holding: 299 → 294 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$7.88M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$4.83M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$3.69M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
-$9.21M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.03M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$5.2M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.54M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$4.54M |
FHLC Hedge Fund Activity: Q3 2023 in Review
294 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2023, worth a combined $1.23B — down 2.4% from $1.26B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of FHLC and 22 opened new positions — a net loss of 1 holder — while 113 trimmed existing stakes and 108 added.
The largest buyer was Envestnet Asset Management, adding an estimated $12M. The largest seller was Lebenthal Global Advisors, cutting an estimated $9.21M.
- 294 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2023, down from 299 in Q2 2023.
- Funds reported $1.23B of Fidelity MSCI Health Care Index ETF stock for Q3 2023, down 2.4% quarter-over-quarter.
- 22 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2023 and 23 closed out, a net change of -1 holder.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $12M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q3 2023 was Lebenthal Global Advisors, an estimated $9.21M sold.
Based on aggregated 13F filings for Q3 2023.