We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

350 hedge funds and large institutions have $1.01B invested in Fidelity MSCI Health Care Index ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 111

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $948M → $1.01B (+$66.4M)

5% more funds holding

Funds holding: 333350 (+17)

1.26% more ownership

Funds ownership: 37.26%38.53% (+1.3%)

Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
126
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
276
Hanson & Doremus Investment Management
Vermont
$49K
HNW
277
High Note Wealth
Minnesota
$48.1K
HWA
278
HHM Wealth Advisors
Tennessee
$47.8K
SAM
279
S.A. Mason
Michigan
$46.4K
AWM
280
Atticus Wealth Management
Florida
$43.7K
FCT
281
First Community Trust
Iowa
$43.5K
CFD
282
Creative Financial Designs
Indiana
$41K
MG
283
Mather Group
Illinois
$41K
PA
284
Parallel Advisors
California
$41K +$10.2K +148 +33%
WAM
285
WFA Asset Management
Wisconsin
$40.3K -$412 -6 -1%
SIS
286
Sound Income Strategies
Florida
$36.8K
FWM
287
FSA Wealth Management
Massachusetts
$36.1K +$137 +2 +0.4%
SC
288
Solstein Capital
California
$35.4K
SIC
289
Salem Investment Counselors
North Carolina
$34.2K
GCM
290
Gables Capital Management
Florida
$31.8K
GIA
291
GHP Investment Advisors
Colorado
$30.8K -$1.85K -27 -6%
PTC
292
Private Trust Company
Ohio
$29.4K +$29.6K +431 New
CIAS
293
Capital Investment Advisory Services
North Carolina
$28.6K
API
294
Asset Planning Inc
California
$27.7K
BIG
295
Brooklyn Investment Group
New York
$25.8K +$26K +378 New
JWA
296
JFS Wealth Advisors
Pennsylvania
$25.6K
NFSG
297
Newbridge Financial Services Group
Florida
$22.2K -$20.6K -300 -48%
CMP
298
Coston McIsaac & Partners
Maine
$22K +$22.7K +330 New
RF
299
Rossby Financial
Florida
$21.5K +$22.7K +331 New
ACA
300
Aptus Capital Advisors
Alabama
$20.7K -$687 -10 -3%