We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

334 hedge funds and large institutions have $1.04B invested in Fidelity MSCI Health Care Index ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

12% more capital invested

Capital invested by funds: $929M → $1.04B (+$109M)

3.48% more ownership

Funds ownership: 38.12%41.6% (+3.5%)

7% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 107

0% less funds holding

Funds holding: 335334 (-1)

Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.38%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
37
Increased
115
Reduced
107
Closed
27
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
251
Huntington National Bank
Ohio
$66.3K
GRP
252
Global Retirement Partners
California
$61.1K +$129 +2 +0.2%
PTC
253
Private Trust Company
Ohio
$59.2K +$27.2K +421 +91%
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$58.9K -$15.3K -237 -21%
HIW
255
Holos Integrated Wealth
Pennsylvania
$57.9K
RWM
256
Rialto Wealth Management
New York
$55K -$7.04K -109 -12%
BFPW
257
BOK Financial Private Wealth
Colorado
$53.4K
AA
258
Ancora Advisors
Ohio
$51.7K +$194 +3 +0.4%
HDIM
259
Hanson & Doremus Investment Management
Vermont
$48K
HWA
260
HHM Wealth Advisors
Tennessee
$46.8K
GSWM
261
Golden State Wealth Management
California
$45.8K +$194 +3 +0.4%
AG
262
AmeriFlex Group
Nevada
$44.7K +$18.5K +287 +75%
SRCM
263
Signature Resources Capital Management
California
$42.9K
FCT
264
First Community Trust
Iowa
$42.6K
WAM
265
WFA Asset Management
Wisconsin
$42.4K +$129 +2 +0.3%
SWP
266
Strategic Wealth Partners
Ohio
$40.2K +$38.8K +601 New
CA
267
Clearstead Advisors
Ohio
$40.1K
CFD
268
Creative Financial Designs
Indiana
$40.1K
MG
269
Mather Group
Illinois
$40.1K +$38.8K +600 New
S
270
SignatureFD
Georgia
$38.5K +$37.1K +575 New
SIS
271
Sound Income Strategies
Florida
$37.3K
FWM
272
FSA Wealth Management
Massachusetts
$35.6K +$129 +2 +0.4%
HAP
273
Harbor Asset Planning
Massachusetts
$35K
SC
274
Solstein Capital
California
$34.6K
UCB
275
United Community Bank
South Carolina
$33.4K -$33.1K -513 -51%