FHLC icon

Fidelity MSCI Health Care Index ETF

333 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
251
Rialto Wealth Management
New York
$59.5K
GRP
252
Global Retirement Partners
California
$58.3K
HIW
253
Holos Integrated Wealth
Pennsylvania
$52.7K
BFPW
254
BOK Financial Private Wealth
Colorado
$51K
AA
255
Ancora Advisors
Ohio
$49.3K
HNW
256
High Note Wealth
Minnesota
$45K
HDIM
257
Hanson & Doremus Investment Management
Vermont
$45K
HWA
258
HHM Wealth Advisors
Tennessee
$44.8K
GSWM
259
Golden State Wealth Management
California
$43.7K
SAM
260
S.A. Mason
Michigan
$43.4K
AWM
261
Abound Wealth Management
Tennessee
$43.2K
SRCM
262
Signature Resources Capital Management
California
$41.1K
AWM
263
Atticus Wealth Management
Florida
$40.9K
FCT
264
First Community Trust
Iowa
$40.7K
WAM
265
WFA Asset Management
Wisconsin
$39.8K
PA
266
Parallel Advisors
California
$38.4K
CFD
267
Creative Financial Designs
Indiana
$38.4K
CA
268
Clearstead Advisors
Ohio
$38.4K
SIS
269
Sound Income Strategies
Florida
$34.5K
FWM
270
FSA Wealth Management
Massachusetts
$33.9K
HAP
271
Harbor Asset Planning
Massachusetts
$33.4K
SC
272
Solstein Capital
California
$33.1K
SIC
273
Salem Investment Counselors
North Carolina
$32K
SFC
274
SYM Financial Corp
Indiana
$29.9K
GCM
275
Gables Capital Management
Florida
$29.7K