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Fidelity MSCI Health Care Index ETF

356 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$138M)

7% more funds holding

Funds holding: 334356 (+22)

0.59% more ownership

Funds ownership: 41.6%42.19% (+0.59%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

Holders
356
Holders Change
+22
Holders Change %
+6.59%
% of All Funds
4.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
50
Increased
108
Reduced
126
Closed
19
Calls
$334K
Puts
Net Calls
+$334K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
251
Transamerica Financial Advisors
Florida
$187K +$146K +2,034 +426%
US Bancorp
252
US Bancorp
Minnesota
$174K +$576 +8 +0.3%
MHR
253
Matthew Hamilton Rosenberg
$164K
William Blair & Company
254
William Blair & Company
Illinois
$161K +$10.7K +149 +7%
FP
255
Financial Perspectives
Minnesota
$141K +$7.42K +103 +6%
SIS
256
Sound Income Strategies
Florida
$140K +$96.5K +1,340 +249%
CF
257
Centaurus Financial
California
$136K -$20.4K -284 -13%
HR
258
Howe & Rusling
New York
$132K +$128K +1,778 New
Qube Research & Technologies (QRT)
259
Qube Research & Technologies (QRT)
United Kingdom
$125K -$63.4K -880 -34%
CFB
260
Cullen/Frost Bankers
Texas
$117K +$82.2K +1,141 +264%
PWPS
261
Pinnacle Wealth Planning Services
Ohio
$110K +$107K +1,481 New
CA
262
CoreCap Advisors
Michigan
$101K +$1.44K +20 +1%
SMA
263
Sage Mountain Advisors
Georgia
$97K +$1.8K +25 +2%
AWA
264
Acumen Wealth Advisors
Tennessee
$94.9K +$92K +1,278 New
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$87.4K -$22.1K -307 -21%
Deutsche Bank
266
Deutsche Bank
Germany
$85.4K +$82.8K +1,150 New
GWS
267
Greykasell Wealth Strategies
California
$74.6K
AIM
268
Anchor Investment Management
South Carolina
$74.3K
HNB
269
Huntington National Bank
Ohio
$73.6K
FHA
270
Flagship Harbor Advisors
Massachusetts
$71.4K +$69.2K +961 New
CT
271
Colonial Trust
South Carolina
$66.6K -$10.4K -144 -14%
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$65.3K -$144 -2 -0.2%
HIW
273
Holos Integrated Wealth
Pennsylvania
$63.2K
PTC
274
Private Trust Company
Ohio
$62.7K -$2.95K -41 -5%
EW
275
Elyxium Wealth
California
$62.1K +$60.2K +836 New