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Fidelity MSCI Health Care Index ETF

356 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$138M)

7% more funds holding

Funds holding: 334356 (+22)

0.59% more ownership

Funds ownership: 41.6%42.19% (+0.59%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

Holders
356
Holders Change
+22
Holders Change %
+6.59%
% of All Funds
4.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
50
Increased
108
Reduced
126
Closed
19
Calls
$334K
Puts
Net Calls
+$334K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
EFM
226
Eley Financial Management
Vermont
$248K -$61.3K -852 -20%
MFIM
227
Mesirow Financial Investment Management
Illinois
$248K -$56.6K -786 -19%
SA
228
Sovran Advisors
California
$240K -$9.22K -128 -4%
SIM
229
Stratos Investment Management
Ohio
$239K -$3.24K -45 -1%
KIA
230
KCM Investment Advisors
California
$237K +$6.7K +93 +3%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$237K -$11.6K -161 -5%
AT
232
American Trust
Kentucky
$236K +$288 +4 +0.1%
DOA
233
D'Orazio & Associates
Virginia
$236K
CFS
234
Commonwealth Financial Services
West Virginia
$234K
AIA
235
AssuredPartners Investment Advisors
Florida
$225K
CA
236
Continuum Advisory
Idaho
$223K -$2.23K -31 -1%
GS
237
GTS Securities
New York
$223K +$216K +3,002 New
ACA
238
Alpha Capital Advisors
Maine
$222K +$212K +2,950 New
GCP
239
GSA Capital Partners
United Kingdom
$218K -$284K -3,945 -57%
JIC
240
Johnson Investment Counsel
Ohio
$215K +$209K +2,900 New
BBHC
241
Brown Brothers Harriman & Co
New York
$215K
PCA
242
Pallas Capital Advisors
Massachusetts
$215K +$208K +2,891 New
HSA
243
HBK Sorce Advisory
Pennsylvania
$214K +$205K +2,850 New
MWP
244
Madison Wealth Partners
Wisconsin
$209K +$202K +2,808 New
EIP
245
Ellis Investment Partners
Pennsylvania
$207K -$28.1K -390 -12%
CPIA
246
Cornell Pochily Investment Advisors
New York
$204K +$198K +2,752 New
BW
247
BIP Wealth
Georgia
$203K +$197K +2,733 New
ECA
248
Elevated Capital Advisors
Utah
$197K -$39K -542 -17%
AF
249
Allworth Financial
California
$190K +$41.6K +578 +29%
AUB
250
Atlantic Union Bankshares
Virginia
$188K