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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
EFG
351
Elm3 Financial Group
Georgia
-$298K -4,356 Closed
MA
352
Mutual Advisors
Nebraska
-$269K -4,144 Closed
MWM
353
Maridea Wealth Management
New York
-$277K -4,052 Closed
MF
354
Montis Financial
Massachusetts
-$273K -3,992 Closed
TSS
355
Two Sigma Securities
New York
-$250K -3,660 Closed
AIP
356
Almanack Investment Partners
Pennsylvania
-$229K -3,357 Closed
PA
357
PFG Advisors
Arizona
-$228K -3,345 Closed
WN
358
Williams & Novak
California
-$221K -3,297 Closed
KIA
359
KCM Investment Advisors
California
-$216K -3,166 Closed
CA
360
Continuum Advisory
Idaho
-$215K -3,146 Closed
AIA
361
AssuredPartners Investment Advisors
Florida
-$214K -3,133 Closed
JIC
362
Johnson Investment Counsel
Ohio
-$204K -2,989 Closed
CCM
363
Coldstream Capital Management
Washington
-$166K -2,437 Closed
CWC
364
Carolinas Wealth Consulting
North Carolina
-$166K -2,427 Closed
AWM
365
Avondale Wealth Management
Texas
-$125K -1,833 Closed
EF
366
Elite Financial
Idaho
-$66K -976 Closed
MG
367
Mather Group
Illinois
-$41K -600 Closed
JWA
368
JFS Wealth Advisors
Pennsylvania
-$25.6K -375 Closed
BWM
369
Bernard Wealth Management
Michigan
-$18.4K -269 Closed
CWM
370
Cranbrook Wealth Management
Michigan
-$13.2K -193 Closed
PMFA
371
Plante Moran Financial Advisors
Michigan
-$11.8K -173 Closed
Bessemer Group
372
Bessemer Group
New Jersey
-$9K -132 Closed
VWA
373
Valued Wealth Advisors
Utah
-$5.19K -76 Closed
FAM
374
Flaharty Asset Management
Florida
-$1.02K -15 Closed
BCMLT
375
Beacon Capital Management LLC (Tennessee)
Tennessee
-$343 -5 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.