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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
CT
301
Caldwell Trust
Florida
$10.3K
CCM
302
Chilton Capital Management
Texas
$9.72K
CIA
303
Cape Investment Advisory
Georgia
$9.08K +$3.44K +54 +61%
PC
304
Promus Capital
Illinois
$8.95K -$4.46K -70 -33%
FFA
305
Frazier Financial Advisors
Ohio
$8.51K
PFA
306
Pillar Financial Advisors
Kentucky
$8.19K
VNA
307
Valley National Advisers
Pennsylvania
$8K -$7.96K -125 -49%
Franklin Resources
308
Franklin Resources
California
$7.93K -$163K -2,567 -95%
DF
309
Dunhill Financial
United Kingdom
$6.95K -$64 -1 -0.9%
HI
310
Hoey Investments
Pennsylvania
$6.84K
NEWAS
311
N.E.W. Advisory Services
Wisconsin
$6.39K -$8.21K -129 -56%
BLC
312
Brown, Lisle/Cummings
Rhode Island
$5.24K
OLVIG
313
Oliver Lagore Vanvalin Investment Group
Michigan
$5.06K +$4.71K +74 New
MWA
314
Moser Wealth Advisors
Washington
$4.92K +$4.9K +77 New
CAWM
315
Capital A Wealth Management
Pennsylvania
$4.27K -$382 -6 -8%
PWA
316
Physician Wealth Advisors
Utah
$3.9K
MSG
317
Main Street Group
Virginia
$3.84K
DI
318
DAGCO Inc
Ohio
$3.52K +$3.5K +55 New
MAWAG
319
Mid-American Wealth Advisory Group
Missouri
$3.45K +$3.44K +54 New
CT
320
Clearstead Trust
Maine
$3.33K
CTA
321
Colonial Trust Advisors
South Carolina
$3.2K
WWM
322
Wolff Wiese Magana
California
$3.13K
MDA
323
Minot DeBlois Advisors
Massachusetts
$3.03K
Russell Investments Group
324
Russell Investments Group
United Kingdom
$2.49K +$573 +9 +30%
CFO
325
CVA Family Office
Colorado
$1.98K

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.