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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
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.6K +$1.59K +25 New
AIM
327
Arcadia Investment Management
Michigan
$1.28K
MHIP
328
Mountain Hill Investment Partners
New Jersey
$1.28K
HWM
329
HighMark Wealth Management
Minnesota
$1.17K +$191 +3 +20%
EWM
330
Evermay Wealth Management
Virginia
$1.09K
BWL
331
Bogart Wealth LLC
Virginia
$640
HFS
332
Hughes Financial Services
Virginia
$622
RFG
333
REAP Financial Group
Texas
$512
IHWM
334
Iron Horse Wealth Management
Iowa
$377
FCMT
335
Founders Capital Management (Texas)
Texas
$347
WBC
336
West Branch Capital
Massachusetts
$75
S
337
SignatureFD
Georgia
$10 -$6.24K -98 Closed
LJAC
338
L.J. Altfest & Co
New York
-$5.39M -78,851 Closed
WA
339
Waverly Advisors
Alabama
-$3.08M -45,029 Closed
BFA
340
Beaumont Financial Advisors
Massachusetts
-$1.88M -27,462 Closed
MMA
341
Miracle Mile Advisors
California
-$815K -11,926 Closed
BAM
342
Beaumont Asset Management
Texas
-$725K -10,618 Closed
HF
343
HRT Financial
New York
-$466K -6,835 Closed
VWA
344
Visionary Wealth Advisors
Illinois
-$452K -6,620 Closed
RCAG
345
Rehmann Capital Advisory Group
Michigan
-$438K -6,416 Closed
SAI
346
Savvy Advisors Inc
New York
-$431K -6,312 Closed
ACM
347
Advisors Capital Management
New Jersey
-$429K -6,286 Closed
WA
348
WBH Advisory
Maryland
-$337K -4,939 Closed
Northern Trust
349
Northern Trust
Illinois
-$327K -4,785 Closed
SXL
350
Summit X LLC
Missouri
-$300K -4,392 Closed

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.