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Fidelity MSCI Health Care Index ETF

333 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

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: $ → $

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
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
AIM
251
Anchor Investment Management
South Carolina
$64K
RWM
252
Rialto Wealth Management
New York
$59.5K
GRP
253
Global Retirement Partners
California
$58.3K
HIW
254
Holos Integrated Wealth
Pennsylvania
$52.7K
BFPW
255
BOK Financial Private Wealth
Colorado
$51K
AA
256
Ancora Advisors
Ohio
$49.3K
HNW
257
High Note Wealth
Minnesota
$45K
HDIM
258
Hanson & Doremus Investment Management
Vermont
$45K
HWA
259
HHM Wealth Advisors
Tennessee
$44.8K
GSWM
260
Golden State Wealth Management
California
$43.7K
SAM
261
S.A. Mason
Michigan
$43.4K
AWM
262
Abound Wealth Management
Tennessee
$43.2K
SRCM
263
Signature Resources Capital Management
California
$41.1K
AWM
264
Atticus Wealth Management
Florida
$40.9K
FCT
265
First Community Trust
Iowa
$40.7K
WAM
266
WFA Asset Management
Wisconsin
$39.8K
CFD
267
Creative Financial Designs
Indiana
$38.4K
PA
268
Parallel Advisors
California
$38.4K
CA
269
Clearstead Advisors
Ohio
$38.4K
SIS
270
Sound Income Strategies
Florida
$34.5K
FWM
271
FSA Wealth Management
Massachusetts
$33.9K
HAP
272
Harbor Asset Planning
Massachusetts
$33.4K
SC
273
Solstein Capital
California
$33.1K
SIC
274
Salem Investment Counselors
North Carolina
$32K
SFC
275
SYM Financial Corp
Indiana
$29.9K