Fidelity MSCI Health Care Index ETF
FHLC
329 hedge funds and large institutions have $1.27B invested in Fidelity MSCI Health Care Index ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 120 reducing their positions, and 20 closing their positions.
185% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 20
12% more funds holding
Funds holding: 295 → 329 (+34)
0.16% less ownership
Funds ownership: 42.13% → 41.96% (-0.16%)
17% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 120
31% less capital inflows, than outflows
Capital inflows: $93M | Capital outflows: $134M
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aprio Wealth Management
Atlanta,
Georgia
|
+$6.78M |
| 2 |
Richard C. Young & Co
Newport,
Rhode Island
|
+$6.39M |
| 3 |
Goldman Sachs
New York
|
+$6.12M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.78M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Full Sail Capital
Oklahoma City,
Oklahoma
|
-$17M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$10.2M |
| 4 |
Connectus Wealth
Cincinnati,
Ohio
|
-$8.45M |
| 5 |
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
-$8.01M |
FHLC Hedge Fund Activity: Q4 2023 in Review
329 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q4 2023, worth a combined $1.27B — up 3.2% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new FHLC positions and 20 closed out — a net gain of 37 holders — while 100 added to existing stakes and 120 trimmed.
The largest buyer was Aprio Wealth Management, opening a new position worth an estimated $6.78M. The largest seller was Full Sail Capital, cutting an estimated $17M.
- 329 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q4 2023, up from 295 in Q3 2023.
- Funds reported $1.27B of Fidelity MSCI Health Care Index ETF stock for Q4 2023, up 3.2% quarter-over-quarter.
- 57 funds opened new Fidelity MSCI Health Care Index ETF positions in Q4 2023 and 20 closed out, a net change of +37 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q4 2023 was Aprio Wealth Management, an estimated $6.78M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $17M sold.
Based on aggregated 13F filings for Q4 2023.