We are live on ! Find out more
FHLC icon

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
IFA
26
Independence Financial Advisors
New Hampshire
$9.61M +$9.66M +140,682 New
TCM
27
Traynor Capital Management
Pennsylvania
$9.53M -$191K -2,775 -2%
AWM
28
AE Wealth Management
Kansas
$9.17M +$732K +10,656 +9%
CWA
29
Centerline Wealth Advisors
Kentucky
$8.69M +$206K +3,001 +2%
DFG
30
Demars Financial Group
Washington
$8.3M +$688K +10,025 +2%
JP Morgan Chase
31
JP Morgan Chase
New York
$7.96M +$23.5K +343 +0.3%
Goldman Sachs
32
Goldman Sachs
New York
$7.57M +$7.05M +102,757 +1,276%
Kovitz Investment Group Partners
33
Kovitz Investment Group Partners
Illinois
$6.82M +$1.06M +15,460 +18%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$6.68M -$41K -597 -0.6%
LFG
35
Larson Financial Group
Missouri
$6.59M +$324K +4,715 +5%
NA
36
NewEdge Advisors
Louisiana
$6.53M -$1.17M -16,973 -15%
Creative Planning
37
Creative Planning
Kansas
$6.49M +$4.36M +63,473 +201%
Stifel Financial
38
Stifel Financial
Missouri
$6.47M -$216K -3,148 -3%
HighTower Advisors
39
HighTower Advisors
Illinois
$6.16M +$4.31M +62,785 +229%
AIA
40
Armor Investment Advisors
North Carolina
$5.84M -$9.27K -135 -0.2%
AWM
41
Aprio Wealth Management
Georgia
$5.74M +$877K +12,774 +18%
SPC
42
Sigma Planning Corp
Michigan
$5.64M -$1.36M -19,742 -19%
ST
43
Spinnaker Trust
Maine
$5.56M +$613K +8,930 +12%
OIA
44
OneDigital Investment Advisors
Kansas
$5.53M +$1.87M +27,276 +51%
LJAC
45
L.J. Altfest & Co
New York
$5.39M +$5.41M +78,851 New
YWM
46
Yoder Wealth Management
California
$5.22M +$1.06M +15,460 +25%
AWS
47
Atria Wealth Solutions
New York
$5.14M +$828K +12,057 +19%
SPIA
48
Steward Partners Investment Advisory
New York
$4.84M +$161K +2,338 +3%
FPGK
49
Financial Partners Group (Kansas)
Kansas
$4.73M -$44.1K -642 -0.9%
UBS Group
50
UBS Group
Switzerland
$4.54M -$2.18M -31,782 -32%