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Fidelity MSCI Health Care Index ETF

333 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 40 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: $ → $

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

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
CWA
26
Centerline Wealth Advisors
Kentucky
$8.48M
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$8.38M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$8.18M
TCM
29
Traynor Capital Management
Pennsylvania
$8.03M
MAM
30
Marotta Asset Management
Virginia
$7.45M
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$7.34M
NA
32
NewEdge Advisors
Louisiana
$6.55M
AssetMark Inc
33
AssetMark Inc
California
$6.36M
Bank of America
34
Bank of America
North Carolina
$6.28M
LFG
35
Larson Financial Group
Missouri
$6.22M
Fidelity Investments
36
Fidelity Investments
Massachusetts
$5.9M
Stifel Financial
37
Stifel Financial
Missouri
$5.9M
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$5.72M
ST
39
Spinnaker Trust
Maine
$5.5M
AIA
40
Armor Investment Advisors
North Carolina
$5.45M
YWM
41
Yoder Wealth Management
California
$5.14M
OIA
42
OneDigital Investment Advisors
Kansas
$5.12M
Citadel Advisors
43
Citadel Advisors
Florida
$5.07M
SPC
44
Sigma Planning Corp
Michigan
$5.03M
SPIA
45
Steward Partners Investment Advisory
New York
$4.83M
FPGK
46
Financial Partners Group (Kansas)
Kansas
$4.59M
AWM
47
Aprio Wealth Management
Georgia
$4.42M
UBS Group
48
UBS Group
Switzerland
$4.23M
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$4.09M
BIA
50
Barry Investment Advisors
Massachusetts
$3.64M