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
SIC
276
Salem Investment Counselors
North Carolina
$33.4K
RFP
277
Root Financial Partners
California
$33.4K +$32.3K +500 New
TFA
278
Transamerica Financial Advisors
Florida
$31.9K +$30.8K +477 New
Russell Investments Group
279
Russell Investments Group
United Kingdom
$31.4K +$27.8K +431 +1,105%
GCM
280
Gables Capital Management
Florida
$31.1K
GIA
281
GHP Investment Advisors
Colorado
$30.1K +$65 +1 +0.2%
CFB
282
Cullen/Frost Bankers
Texas
$29K +$28K +433 New
CIAS
283
Capital Investment Advisory Services
North Carolina
$28.1K
IWM
284
IMG Wealth Management
Florida
$27.6K
API
285
Asset Planning Inc
California
$27.1K
PA
286
Parallel Advisors
California
$26.7K -$12.9K -200 -33%
BIA
287
Bell Investment Advisors
California
$26.7K
RF
288
Rossby Financial
Florida
$22.7K
NFSG
289
Newbridge Financial Services Group
Florida
$21.7K
ACA
290
Aptus Capital Advisors
Alabama
$20.3K +$65 +1 +0.3%
CFFP
291
Center for Financial Planning
Michigan
$20.1K
AF
292
Advisornet Financial
Minnesota
$19.2K +$18.5K +287 New
DRP
293
Decker Retirement Planning
Utah
$18.5K
ADL
294
Asset Dedication LLC
California
$18.4K
DF
295
Dunhill Financial
United Kingdom
$17.3K +$9.76K +151 +140%
WANY
296
Wealthspire Advisors (New York)
New York
$15.7K -$473K -7,322 -97%
AWM
297
Abound Wealth Management
Tennessee
$14.6K -$29.5K -457 -68%
BTI
298
Blue Trust Inc
Georgia
$13.6K +$194 +3 +2%
EWM
299
EPG Wealth Management
Georgia
$13.4K
National Bank of Canada
300
National Bank of Canada
Quebec, Canada
$13.4K