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Fidelity MSCI Health Care Index ETF

335 hedge funds and large institutions have $929M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.4% less ownership

Funds ownership: 38.53%38.12% (-0.4%)

4% less funds holding

Funds holding: 350335 (-15)

8% less capital invested

Capital invested by funds: $1.01B → $929M (-$84.9M)

24% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 41

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
335
Holders Change
-15
Holders Change %
-4.29%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
119
Reduced
115
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFH
226
Eaton Financial Holdings
Florida
$206K +$828 +13 +0.4%
DOA
227
D'Orazio & Associates
Virginia
$203K
CFS
228
Commonwealth Financial Services
West Virginia
$202K
MFIM
229
Mesirow Financial Investment Management
Illinois
$200K -$104K -1,635 -34%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$198K -$6.05K -95 -3%
GEA
231
Glen Eagle Advisors
New Jersey
$189K
BBHC
232
Brown Brothers Harriman & Co
New York
$185K +$170K +2,670 +1,192%
IA
233
IFP Advisors
Florida
$183K -$48K -754 -21%
CAM
234
Creekmur Asset Management
Illinois
$157K -$4.46K -70 -3%
NWM
235
Nova Wealth Management
Florida
$156K +$99.2K +1,557 +176%
MHR
236
Matthew Hamilton Rosenberg
$141K
US Bancorp
237
US Bancorp
Minnesota
$140K +$10.3K +162 +8%
HNB
238
Huntington National Bank
Ohio
$131K
CF
239
Centaurus Financial
California
$129K +$22.4K +351 +21%
AF
240
Allworth Financial
California
$126K -$6.18K -97 -5%
William Blair & Company
241
William Blair & Company
Illinois
$120K +$17.6K +276 +17%
FP
242
Financial Perspectives
Minnesota
$112K +$382 +6 +0.3%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$108K
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$102K +$64 +1 +0.1%
CA
245
CoreCap Advisors
Michigan
$92K -$64 -1 -0.1%
AT
246
Arlington Trust
Alabama
$89.5K
SMA
247
Sage Mountain Advisors
Georgia
$81.9K
EWM
248
Evolution Wealth Management
Florida
$77.6K +$77.2K +1,213 New
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$71.5K -$58.2K -914 -45%
CT
250
Colonial Trust
South Carolina
$66.5K

FHLC Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2025, worth a combined $929M — down 8.4% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FHLC and 31 opened new positions — a net loss of 10 holders — while 115 trimmed existing stakes and 119 added.

The largest buyer was AGF Management, adding an estimated $10.7M. The largest seller was Demars Financial Group, cutting an estimated $35.6M.

  • 335 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2025, down from 350 in Q1 2025.
  • Funds reported $929M of Fidelity MSCI Health Care Index ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2025 and 41 closed out, a net change of -10 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2025 was AGF Management, an estimated $10.7M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2025.