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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
CWA
26
Centerline Wealth Advisors
Kentucky
$8.48M +$346K +5,440 +4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$8.38M -$5.93M -93,141 -42%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$8.18M -$936K -14,693 -10%
TCM
29
Traynor Capital Management
Pennsylvania
$8.03M -$982K -15,425 -11%
MAM
30
Marotta Asset Management
Virginia
$7.45M +$4.86M +76,298 +190%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$7.34M -$3.09M -48,490 -30%
NA
32
NewEdge Advisors
Louisiana
$6.55M +$428K +6,726 +7%
AssetMark Inc
33
AssetMark Inc
California
$6.36M +$4.15M +65,171 +190%
Bank of America
34
Bank of America
North Carolina
$6.28M -$6.05M -94,992 -49%
LFG
35
Larson Financial Group
Missouri
$6.22M +$51K +801 +0.8%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$5.9M -$349K -5,482 -6%
Stifel Financial
37
Stifel Financial
Missouri
$5.9M -$162K -2,550 -3%
JP Morgan Chase
38
JP Morgan Chase
New York
$5.72M -$1.72M -27,050 -23%
ST
39
Spinnaker Trust
Maine
$5.5M +$301K +4,732 +6%
AIA
40
Armor Investment Advisors
North Carolina
$5.45M -$24.4K -383 -0.4%
YWM
41
Yoder Wealth Management
California
$5.14M +$247K +3,880 +5%
OIA
42
OneDigital Investment Advisors
Kansas
$5.12M -$55.1K -866 -1%
Citadel Advisors
43
Citadel Advisors
Florida
$5.07M +$3.89M +61,055 +336%
SPC
44
Sigma Planning Corp
Michigan
$5.03M -$252K -3,952 -5%
SPIA
45
Steward Partners Investment Advisory
New York
$4.83M +$300K +4,712 +7%
FPGK
46
Financial Partners Group (Kansas)
Kansas
$4.59M +$160K +2,513 +4%
AWM
47
Aprio Wealth Management
Georgia
$4.42M -$949K -14,908 -18%
UBS Group
48
UBS Group
Switzerland
$4.23M -$23.2K -365 -0.5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$4.09M +$409K +6,425 +11%
BIA
50
Barry Investment Advisors
Massachusetts
$3.64M -$63K -990 -2%

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.