Fidelity MSCI Health Care Index ETF
FHLC
317 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 25 closing their positions.
24% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 25
1% more funds holding
Funds holding: 314 → 317 (+3)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 113
3.73% less ownership
Funds ownership: 39.09% → 35.35% (-3.7%)
11% less capital invested
Capital invested by funds: $1.19B → $1.06B (-$128M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$17.7M |
| 2 |
Goldman Sachs
New York
|
+$9.33M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.74M |
| 4 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$5.19M |
| 5 |
Two Sigma Investments
New York
|
+$5.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$138M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$41.9M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$14.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$12M |
| 5 |
LPL Financial
San Diego,
California
|
-$8.29M |
FHLC Hedge Fund Activity: Q3 2024 in Review
317 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2024, worth a combined $1.06B — down 11% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FHLC positions and 25 closed out — a net gain of 6 holders — while 113 added to existing stakes and 113 trimmed.
The largest buyer was AGF Management, adding an estimated $17.7M. The largest seller was Charles Schwab, cutting an estimated $138M.
- 317 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2024, up from 314 in Q2 2024.
- Funds reported $1.06B of Fidelity MSCI Health Care Index ETF stock for Q3 2024, down 11% quarter-over-quarter.
- 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2024 and 25 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2024 was AGF Management, an estimated $17.7M added.
- The largest Fidelity MSCI Health Care Index ETF seller in Q3 2024 was Charles Schwab, an estimated $138M sold.
Based on aggregated 13F filings for Q3 2024.