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Fidelity MSCI Health Care Index ETF

334 hedge funds and large institutions have $1.04B invested in Fidelity MSCI Health Care Index ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

12% more capital invested

Capital invested by funds: $929M → $1.04B (+$109M)

3.48% more ownership

Funds ownership: 38.12%41.6% (+3.5%)

7% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 107

0% less funds holding

Funds holding: 335334 (-1)

Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.38%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
37
Increased
115
Reduced
107
Closed
27
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
26
RWA Wealth Partners
Massachusetts
$9.81M -$2.81M -43,505 -23%
CWA
27
Centerline Wealth Advisors
Kentucky
$9.69M +$797K +12,343 +9%
AWM
28
Aprio Wealth Management
Georgia
$8.97M +$4.2M +65,018 +94%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$8.57M -$186K -2,882 -2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$8.34M -$206K -3,189 -2%
LA
31
Lifeworks Advisors
Michigan
$8.24M -$1.34M -20,817 -14%
MWM
32
Modern Wealth Management
Kansas
$7.77M -$1.19M -18,404 -14%
AssetMark Inc
33
AssetMark Inc
California
$7.7M +$1.02M +15,773 +16%
Bank of America
34
Bank of America
North Carolina
$7.15M +$558K +8,633 +9%
SPIA
35
Steward Partners Investment Advisory
New York
$7.1M +$1.97M +30,550 +40%
NA
36
NewEdge Advisors
Louisiana
$7.01M +$158K +2,443 +2%
TCM
37
Traynor Capital Management
Pennsylvania
$6.73M -$1.51M -23,402 -19%
BRCM
38
Bright Rock Capital Management
Massachusetts
$6.69M +$6.46M +100,000 New
LFG
39
Larson Financial Group
Missouri
$6.36M -$139K -2,159 -2%
ST
40
Spinnaker Trust
Maine
$6.05M +$289K +4,477 +5%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$6.05M -$113K -1,756 -2%
Stifel Financial
42
Stifel Financial
Missouri
$6.01M -$148K -2,291 -2%
YWM
43
Yoder Wealth Management
California
$5.85M +$458K +7,083 +9%
OIA
44
OneDigital Investment Advisors
Kansas
$5.73M +$360K +5,577 +7%
JP Morgan Chase
45
JP Morgan Chase
New York
$5.39M -$568K -8,791 -10%
AIA
46
Armor Investment Advisors
North Carolina
$4.98M -$686K -10,623 -12%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$4.69M -$4.36M -67,537 -49%
UBS Group
48
UBS Group
Switzerland
$4.42M -$3.88K -60 -0.1%
FPGK
49
Financial Partners Group (Kansas)
Kansas
$4.09M -$688K -10,653 -15%
MWM
50
Maltin Wealth Management
New Jersey
$3.84M +$77K +1,192 +2%