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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
BLC
326
Brown, Lisle/Cummings
Rhode Island
$5.6K
VWA
327
Valued Wealth Advisors
Utah
$5.19K +$5.22K +76 New
CAWM
328
Capital A Wealth Management
Pennsylvania
$4.9K +$4.94K +72 New
PWA
329
Physician Wealth Advisors
Utah
$4.17K
MSG
330
Main Street Group
Virginia
$4.1K
CT
331
Clearstead Trust
Maine
$3.55K
CTA
332
Colonial Trust Advisors
South Carolina
$3.42K
WWM
333
Wolff Wiese Magana
California
$3.35K
MDA
334
Minot DeBlois Advisors
Massachusetts
$3.24K
CFO
335
CVA Family Office
Colorado
$2.12K
Russell Investments Group
336
Russell Investments Group
United Kingdom
$2.05K +$2.06K +30 New
AIM
337
Arcadia Investment Management
Michigan
$1.37K
LC
338
Lindbrook Capital
California
$1.37K
MHIP
339
Mountain Hill Investment Partners
New Jersey
$1.36K
EWM
340
Evermay Wealth Management
Virginia
$1.16K
HWM
341
HighMark Wealth Management
Minnesota
$1.04K -$755 -11 -42%
FAM
342
Flaharty Asset Management
Florida
$1.02K +$1.03K +15 New
BWL
343
Bogart Wealth LLC
Virginia
$683
HFS
344
Hughes Financial Services
Virginia
$671 +$687 +10 New
RFG
345
REAP Financial Group
Texas
$547
IHWM
346
Iron Horse Wealth Management
Iowa
$401
FCMT
347
Founders Capital Management (Texas)
Texas
$369
BCMLT
348
Beacon Capital Management LLC (Tennessee)
Tennessee
$343 +$343 +5 New
QC
349
Quent Capital
New York
$85
WBC
350
West Branch Capital
Massachusetts
$80