We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

359 hedge funds and large institutions have $1.22B invested in Fidelity MSCI Health Care Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

1.47% more ownership

Funds ownership: 42.19%43.66% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 115

4% more capital invested

Capital invested by funds: $1.18B → $1.22B (+$47.6M)

1% more funds holding

Funds holding: 356359 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
359
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
45
Increased
121
Reduced
115
Closed
35
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
301
Heritage Wealth Advisors
Virginia
$16.4K +$17.1K +232 New
HFS
302
Hantz Financial Services
Michigan
$16K +$17.3K +234 New
BBHC
303
Brown Brothers Harriman & Co
New York
$15.8K -$197K -2,670 -92%
EA
304
Evergreen Advisors
Tennessee
$15K +$15.8K +214 New
EWM
305
EPG Wealth Management
Georgia
$14.2K +$74 +1 +0.5%
National Bank of Canada
306
National Bank of Canada
Quebec, Canada
$14.1K +$74 +1 +0.5%
BTI
307
Blue Trust Inc
Georgia
$14.1K
ACA
308
Aptus Capital Advisors
Alabama
$13.4K -$8.41K -114 -37%
ACM
309
Anfield Capital Management
California
$13.4K +$14.1K +191 New
SRCM
310
Signature Resources Capital Management
California
$13.2K -$33.6K -455 -71%
SG
311
Sankala Group
Colorado
$12.1K -$1.7K -23 -12%
Franklin Resources
312
Franklin Resources
California
$11.8K -$13.9K -189 -53%
CT
313
Caldwell Trust
Florida
$11.3K
SAM
314
Smartleaf Asset Management
Massachusetts
$11.2K +$12K +163 New
WA
315
Waverly Advisors
Alabama
$9.85K
TCM
316
Triumph Capital Management
Colorado
$9.85K +$10.3K +140 New
FFA
317
Frazier Financial Advisors
Ohio
$9.36K
PFA
318
Pillar Financial Advisors
Kentucky
$9.01K
AWM
319
Abound Wealth Management
Tennessee
$8.91K -$10.6K -144 -53%
DF
320
Dunhill Financial
United Kingdom
$7.65K -$74 -1 -0.9%
HI
321
Hoey Investments
Pennsylvania
$7.53K
GFA
322
Godfrey Financial Associates
New York
$7.04K
NEWAS
323
N.E.W. Advisory Services
Wisconsin
$7.04K
OA
324
Operose Advisors
Wisconsin
$7.04K +$7.38K +100 New
VNA
325
Valley National Advisers
Pennsylvania
$7K -$1.77K -24 -18%