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Fidelity MSCI Health Care Index ETF

335 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

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.4% less ownership

Funds ownership: 38.53%38.12% (-0.4%)

4% less funds holding

Funds holding: 350335 (-15)

8% less capital invested

Capital invested by funds: $1.01B → $929M (-$84.9M)

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
335
Holders Change
-15
Holders Change %
-4.29%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
119
Reduced
115
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
276
Salem Investment Counselors
North Carolina
$32K
SFC
277
SYM Financial Corp
Indiana
$29.9K +$29.8K +468 New
GCM
278
Gables Capital Management
Florida
$29.7K
PTC
279
Private Trust Company
Ohio
$29.7K +$2.1K +33 +8%
GIA
280
GHP Investment Advisors
Colorado
$28.8K
CIAS
281
Capital Investment Advisory Services
North Carolina
$26.8K
IWM
282
IMG Wealth Management
Florida
$26.4K +$26.3K +413 New
API
283
Asset Planning Inc
California
$26K
BIA
284
Bell Investment Advisors
California
$25.6K +$25.5K +400 New
AG
285
AmeriFlex Group
Nevada
$24.3K -$21.5K -338 -47%
BIG
286
Brooklyn Investment Group
New York
$23K -$1.15K -18 -5%
RF
287
Rossby Financial
Florida
$21.2K
CMP
288
Coston McIsaac & Partners
Maine
$21K +$64 +1 +0.3%
NFSG
289
Newbridge Financial Services Group
Florida
$20.8K
ACA
290
Aptus Capital Advisors
Alabama
$19.4K +$64 +1 +0.3%
CFFP
291
Center for Financial Planning
Michigan
$19.2K
FHA
292
First Horizon Advisors
Tennessee
$19.2K
DRP
293
Decker Retirement Planning
Utah
$17.7K
ADL
294
Asset Dedication LLC
California
$17.6K +$17.5K +275 New
SHIM
295
Stone House Investment Management
Pennsylvania
$16K -$39.4K -619 -71%
FFA
296
Farther Finance Advisors
California
$14.6K -$892 -14 -6%
National Bank of Canada
297
National Bank of Canada
Quebec, Canada
$12.8K
BTI
298
Blue Trust Inc
Georgia
$12.8K
EWM
299
EPG Wealth Management
Georgia
$12.8K +$64 +1 +0.5%
BONH
300
Bank of New Hampshire
New Hampshire
$10.6K

FHLC Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2025, worth a combined $929M — down 8.4% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FHLC and 31 opened new positions — a net loss of 10 holders — while 115 trimmed existing stakes and 119 added.

The largest buyer was AGF Management, adding an estimated $10.7M. The largest seller was Demars Financial Group, cutting an estimated $35.6M.

  • 335 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2025, down from 350 in Q1 2025.
  • Funds reported $929M of Fidelity MSCI Health Care Index ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2025 and 41 closed out, a net change of -10 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2025 was AGF Management, an estimated $10.7M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2025.