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Fidelity MSCI Health Care Index ETF

333 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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
Maridea Wealth Management
New York
MF
352
Montis Financial
Massachusetts
TSS
353
Two Sigma Securities
New York
AIP
354
Almanack Investment Partners
Pennsylvania
PA
355
PFG Advisors
Arizona
WN
356
Williams & Novak
California
KIA
357
KCM Investment Advisors
California
CA
358
Continuum Advisory
Idaho
AIA
359
AssuredPartners Investment Advisors
Florida
JIC
360
Johnson Investment Counsel
Ohio
CCM
361
Coldstream Capital Management
Washington
CWC
362
Carolinas Wealth Consulting
North Carolina
AWM
363
Avondale Wealth Management
Texas
EF
364
Elite Financial
Idaho
MG
365
Mather Group
Illinois
JWA
366
JFS Wealth Advisors
Pennsylvania
BWM
367
Bernard Wealth Management
Michigan
CWM
368
Cranbrook Wealth Management
Michigan
PMFA
369
Plante Moran Financial Advisors
Michigan
Bessemer Group
370
Bessemer Group
New Jersey
VWA
371
Valued Wealth Advisors
Utah
FAM
372
Flaharty Asset Management
Florida
BCMLT
373
Beacon Capital Management LLC (Tennessee)
Tennessee
HHGA
374
Halbert Hargrove Global Advisors
California
QC
375
Quent Capital
New York