Fidelity MSCI Health Care Index ETF
FHLC
322 hedge funds and large institutions have $1.26B invested in Fidelity MSCI Health Care Index ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 33 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 115
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
2% less funds holding
Funds holding: 329 → 322 (-7)
3.38% less ownership
Funds ownership: 41.96% → 38.59% (-3.4%)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
55% less capital inflows, than outflows
Capital inflows: $91.6M | Capital outflows: $203M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connectus Wealth
Cincinnati,
Ohio
|
+$10.2M |
| 2 |
AGF Management
Toronto,
Ontario, Canada
|
+$9.8M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.22M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$8.05M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$7.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$110M |
| 2 |
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$26.6M |
| 3 |
Aprio Wealth Management
Atlanta,
Georgia
|
-$7.18M |
| 4 |
Richard C. Young & Co
Newport,
Rhode Island
|
-$6.77M |
| 5 |
Goldman Sachs
New York
|
-$6.49M |
FHLC Hedge Fund Activity: Q1 2024 in Review
322 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q1 2024, worth a combined $1.26B — down 1.4% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of FHLC and 28 opened new positions — a net loss of 5 holders — while 115 trimmed existing stakes and 119 added.
The largest buyer was Connectus Wealth, opening a new position worth an estimated $10.2M. The largest seller was Charles Schwab, cutting an estimated $110M.
- 322 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q1 2024, down from 329 in Q4 2023.
- Funds reported $1.26B of Fidelity MSCI Health Care Index ETF stock for Q1 2024, down 1.4% quarter-over-quarter.
- 28 funds opened new Fidelity MSCI Health Care Index ETF positions in Q1 2024 and 33 closed out, a net change of -5 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q1 2024 was Connectus Wealth, an estimated $10.2M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q1 2024 was Charles Schwab, an estimated $110M sold.
Based on aggregated 13F filings for Q1 2024.