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Fidelity MSCI Health Care Index ETF

350 hedge funds and large institutions have $1.01B invested in Fidelity MSCI Health Care Index ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 111

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $948M → $1.01B (+$66.4M)

5% more funds holding

Funds holding: 333350 (+17)

1.26% more ownership

Funds ownership: 37.26%38.53% (+1.3%)

Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
126
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
251
Matthew Hamilton Rosenberg
$151K
HNB
252
Huntington National Bank
Ohio
$139K
US Bancorp
253
US Bancorp
Minnesota
$138K +$481 +7 +0.3%
AF
254
Allworth Financial
California
$134K +$892 +13 +0.6%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$126K +$69 +1 +0%
AWM
256
Avondale Wealth Management
Texas
$125K +$126K +1,833 New
FP
257
Financial Perspectives
Minnesota
$119K +$24.6K +359 +26%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$116K
CI
259
CX Institutional
Indiana
$114K +$114K +1,665 New
CF
260
Centaurus Financial
California
$114K +$115K +1,673 New
William Blair & Company
261
William Blair & Company
Illinois
$110K +$10.8K +158 +11%
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$109K -$108K -1,571 -50%
CA
263
CoreCap Advisors
Michigan
$98.2K -$146K -2,122 -60%
AT
264
Arlington Trust
Alabama
$95.6K +$96.1K +1,400 New
SMA
265
Sage Mountain Advisors
Georgia
$87.5K
CT
266
Colonial Trust
South Carolina
$71.1K
UCB
267
United Community Bank
South Carolina
$69.2K
AIM
268
Anchor Investment Management
South Carolina
$68.3K
EF
269
Elite Financial
Idaho
$66K +$67K +976 New
NWM
270
Nova Wealth Management
Florida
$60.4K +$2.61K +38 +4%
SHIM
271
Stone House Investment Management
Pennsylvania
$59.3K +$59.6K +868 New
HIW
272
Holos Integrated Wealth
Pennsylvania
$57.9K
BFPW
273
BOK Financial Private Wealth
Colorado
$54.5K
AA
274
Ancora Advisors
Ohio
$52.5K +$137 +2 +0.3%
AG
275
AmeriFlex Group
Nevada
$49.1K -$206 -3 -0.4%