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Fidelity MSCI Health Care Index ETF
FHLC

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 100

0.51% more ownership

Funds ownership: 38.53% → 39.04% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less funds holding

Funds holding: 320 → 312 (-8)

6% less capital invested

Capital invested by funds: $1.25B → $1.18B (-$70.8M)

Holders
312
Holders Change
-8
Holders Change %
-2.5%
% of All Funds
4.51%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFCL
Strengthening Families & Communities LLC
Massachusetts
+$10.3M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.15M
3
Lido Advisors
Lido Advisors
California
+$5.87M
4
HI
Harbour Investments
Wisconsin
+$5.26M
5
ST
Spinnaker Trust
Maine
+$4.27M

Top Sellers

1
CI
Clal Insurance
Israel
-$46.9M
2
AWM
AE Wealth Management
Kansas
-$10.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.34M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.59M
5
Northern Trust
Northern Trust
Illinois
-$3.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$240M +$3.24M +47,946 +1%
Lido Advisors
2
Lido Advisors
California
$133M +$5.87M +86,920 +5%
HI
3
Harbour Investments
Wisconsin
$42.8M +$5.26M +77,883 +14%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$35.2M -$2.43M -36,019 -7%
LPL Financial
5
LPL Financial
California
$34.2M +$981K +14,523 +3%
Morgan Stanley
6
Morgan Stanley
New York
$30.7M +$2.02M +29,894 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$27M -$3.59M -53,108 -12%
CI
8
Clal Insurance
Israel
$22.3M -$46.9M -694,000 -68%
RWP
9
RWA Wealth Partners
Massachusetts
$19.5M +$309K +4,569 +2%
FSC
10
Full Sail Capital
Oklahoma
$18.4M -$1.05M -15,489 -5%
Wells Fargo
11
Wells Fargo
California
$18.1M -$45.8K -678 -0.3%
AM
12
AGF Management
Ontario, Canada
$17.8M +$2.73M +40,363 +18%
MSWM
13
McGlone Suttner Wealth Management
Wisconsin
$15.2M +$245K +3,627 +2%
WAM
14
Weatherly Asset Management
California
$14.5M +$620K +9,172 +5%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$13.4M +$726K +10,740 +6%
JP Morgan Chase
16
JP Morgan Chase
New York
$13.2M -$1.73M -25,632 -12%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$12.8M -$338K -5,007 -3%
Bank of America
18
Bank of America
North Carolina
$12.4M -$210K -3,112 -2%
KAS
19
Kestra Advisory Services
Texas
$12.3M +$4.1M +60,670 +48%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.1M -$5.34M -79,078 -31%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$11.9M +$1.56M +23,159 +15%
Ameriprise
22
Ameriprise
Minnesota
$11.9M +$1.09M +16,162 +10%
BFA
23
Buttonwood Financial Advisors
Maryland
$11.7M -$71.7K -1,061 -0.6%
ECML
24
Eagle Capital Management (Louisiana)
Louisiana
$11.6M -$22K -326 -0.2%
WWM
25
Waterway Wealth Management
Texas
$10.9M -$1.49M -22,024 -12%
1
2 3 4 5

FHLC Hedge Fund Activity: Q2 2024 in Review

312 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2024, worth a combined $1.18B — down 5.6% from $1.25B a quarter earlier.

Fund positioning in FHLC was balanced in Q2 2024: 29 funds opened new positions, 29 closed out, 108 added to existing stakes and 100 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.

  • 312 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2024, down from 320 in Q1 2024.
  • Funds reported $1.18B of Fidelity MSCI Health Care Index ETF stock for Q2 2024, down 5.6% quarter-over-quarter.
  • 29 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2024 and 29 closed out, a net change of 0 holders.
  • 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.