Fidelity MSCI Health Care Index ETF
FHLC
315 hedge funds and large institutions have $1.19B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 101 reducing their positions, and 28 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 101
4% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 28
0.5% more ownership
Funds ownership: 38.59% → 39.09% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
2% less funds holding
Funds holding: 322 → 315 (-7)
24% less capital inflows, than outflows
Capital inflows: $83.4M | Capital outflows: $109M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFCL
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
+$10.3M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$7.15M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$5.87M |
| 4 |
Harbour Investments
Madison,
Wisconsin
|
+$5.26M |
| 5 |
Spinnaker Trust
Portland,
Maine
|
+$4.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clal Insurance
Tel-Aviv,
Israel
|
-$46.9M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
-$10.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.34M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.59M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$3.48M |
FHLC Hedge Fund Activity: Q2 2024 in Review
315 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2024, worth a combined $1.19B — down 5.7% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FHLC positions and 28 closed out — a net gain of 1 holder — while 109 added to existing stakes and 101 trimmed.
The largest buyer was Strengthening Families & Communities LLC, opening a new position worth an estimated $10.3M. The largest seller was Clal Insurance, cutting an estimated $46.9M.
- 315 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2024, down from 322 in Q1 2024.
- Funds reported $1.19B of Fidelity MSCI Health Care Index ETF stock for Q2 2024, down 5.7% quarter-over-quarter.
- 29 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2024 and 28 closed out, a net change of +1 holder.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2024 was Strengthening Families & Communities LLC, an estimated $10.3M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q2 2024 was Clal Insurance, an estimated $46.9M sold.
Based on aggregated 13F filings for Q2 2024.