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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
CFFP
301
Center for Financial Planning
Michigan
$20.5K -$42.7K -622 -67%
FHA
302
First Horizon Advisors
Tennessee
$20.5K
DRP
303
Decker Retirement Planning
Utah
$18.9K
BWM
304
Bernard Wealth Management
Michigan
$18.4K
VNA
305
Valley National Advisers
Pennsylvania
$17K +$8.58K +125 +95%
FFA
306
Farther Finance Advisors
California
$16.3K +$6.73K +98 +68%
NEWAS
307
N.E.W. Advisory Services
Wisconsin
$15.7K +$15.7K +229 New
BBHC
308
Brown Brothers Harriman & Co
New York
$15.3K -$6.87K -100 -31%
AWM
309
Abound Wealth Management
Tennessee
$14.9K
PC
310
Promus Capital
Illinois
$14.3K
BTI
311
Blue Trust Inc
Georgia
$13.7K
National Bank of Canada
312
National Bank of Canada
Quebec, Canada
$13.6K -$5.83K -85 -30%
EWM
313
EPG Wealth Management
Georgia
$13.6K +$69 +1 +0.5%
CWM
314
Cranbrook Wealth Management
Michigan
$13.2K +$13.3K +193 New
PMFA
315
Plante Moran Financial Advisors
Michigan
$11.8K +$11.9K +173 New
BONH
316
Bank of New Hampshire
New Hampshire
$11.3K
CT
317
Caldwell Trust
Florida
$11K
CCM
318
Chilton Capital Management
Texas
$10.4K +$10.4K +152 New
FFA
319
Frazier Financial Advisors
Ohio
$9.09K
Bessemer Group
320
Bessemer Group
New Jersey
$9K +$9.06K +132 New
PFA
321
Pillar Financial Advisors
Kentucky
$8.74K
DF
322
Dunhill Financial
United Kingdom
$7.43K
HI
323
Hoey Investments
Pennsylvania
$7.31K
S
324
SignatureFD
Georgia
$6.71K +$5.63K +82 +513%
CIA
325
Cape Investment Advisory
Georgia
$6.01K +$6.04K +88 New