Fidelity Investments
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Fidelity Investments’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Fidelity Investments’s Portfolio HRTS Stock Details HRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$29 – 5478
2024
Q4 		$29 Buy
+1
New +$32 ﹤0.01% 5291

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Fidelity Investments's HRTS Position: Q1 2025 in Review

Fidelity Investments sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q1 2025, closing a stake of 1 share — an estimated $29 sold.

Fidelity Investments first reported a position in HRTS in Q4 2024 and held it in 1 quarter. The position peaked at $29 in Q4 2024. 21 funds tracked by Wall St. Rank hold HRTS as of Q1 2025.

  • Fidelity Investments reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Tema ETF Trust Tema Heart & Health ETF share in Q1 2025, an estimated $29.
  • Fidelity Investments first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q4 2024 and held it in 1 quarter.
  • Fidelity Investments's Tema ETF Trust Tema Heart & Health ETF position peaked at $29 in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.