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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
UCB
251
United Community Bank
South Carolina
$64.8K
GWS
252
Greykasell Wealth Strategies
California
$64.2K +$63.9K +1,004 New
AIM
253
Anchor Investment Management
South Carolina
$64K
RWM
254
Rialto Wealth Management
New York
$59.5K -$134K -2,111 -69%
GRP
255
Global Retirement Partners
California
$58.3K +$58.1K +912 New
HIW
256
Holos Integrated Wealth
Pennsylvania
$52.7K
BFPW
257
BOK Financial Private Wealth
Colorado
$51K
AA
258
Ancora Advisors
Ohio
$49.3K +$127 +2 +0.3%
HNW
259
High Note Wealth
Minnesota
$45K
HDIM
260
Hanson & Doremus Investment Management
Vermont
$45K
HWA
261
HHM Wealth Advisors
Tennessee
$44.8K
GSWM
262
Golden State Wealth Management
California
$43.7K +$43.4K +682 New
SAM
263
S.A. Mason
Michigan
$43.4K
AWM
264
Abound Wealth Management
Tennessee
$43.2K +$29.1K +457 +210%
SRCM
265
Signature Resources Capital Management
California
$41.1K +$40.9K +642 New
AWM
266
Atticus Wealth Management
Florida
$40.9K
FCT
267
First Community Trust
Iowa
$40.7K
WAM
268
WFA Asset Management
Wisconsin
$39.8K +$127 +2 +0.3%
CFD
269
Creative Financial Designs
Indiana
$38.4K
PA
270
Parallel Advisors
California
$38.4K
CA
271
Clearstead Advisors
Ohio
$38.4K +$38.2K +600 New
SIS
272
Sound Income Strategies
Florida
$34.5K
FWM
273
FSA Wealth Management
Massachusetts
$33.9K +$127 +2 +0.4%
HAP
274
Harbor Asset Planning
Massachusetts
$33.4K +$33.3K +523 New
SC
275
Solstein Capital
California
$33.1K

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.