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Fidelity MSCI Health Care Index ETF

356 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$138M)

7% more funds holding

Funds holding: 334356 (+22)

0.59% more ownership

Funds ownership: 41.6%42.19% (+0.59%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

Holders
356
Holders Change
+22
Holders Change %
+6.59%
% of All Funds
4.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
50
Increased
108
Reduced
126
Closed
19
Calls
$334K
Puts
Net Calls
+$334K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$8.71M +$745K +10,351 +10%
RWP
27
RWA Wealth Partners
Massachusetts
$8.64M -$2.19M -30,416 -21%
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$8.45M +$3.14M +43,592 +62%
MWM
29
Modern Wealth Management
Kansas
$8.36M -$268K -3,716 -3%
LA
30
Lifeworks Advisors
Michigan
$8.22M -$899K -12,486 -10%
AssetMark Inc
31
AssetMark Inc
California
$7.82M -$718K -9,971 -9%
SPIA
32
Steward Partners Investment Advisory
New York
$7.71M -$174K -2,411 -2%
NA
33
NewEdge Advisors
Louisiana
$7.44M -$334K -4,640 -4%
ST
34
Spinnaker Trust
Maine
$7.11M +$375K +5,204 +6%
YWM
35
Yoder Wealth Management
California
$7.07M +$563K +7,826 +9%
LFG
36
Larson Financial Group
Missouri
$7.04M -$23.3K -323 -0.3%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$6.98M +$249K +3,458 +4%
Stifel Financial
38
Stifel Financial
Missouri
$6.96M +$272K +3,784 +4%
JP Morgan Chase
39
JP Morgan Chase
New York
$6.82M +$804K +11,166 +14%
TCM
40
Traynor Capital Management
Pennsylvania
$6.59M -$860K -11,949 -12%
QAM
41
Q3 Asset Management
Michigan
$6.3M +$6.11M +84,880 New
OIA
42
OneDigital Investment Advisors
Kansas
$5.93M -$421K -5,845 -7%
FPGK
43
Financial Partners Group (Kansas)
Kansas
$5.43M +$868K +12,055 +20%
ACM
44
Advisors Capital Management
New Jersey
$5.37M +$5.21M +72,324 New
MWM
45
Maltin Wealth Management
New Jersey
$4.37M +$102K +1,417 +2%
BIA
46
Barry Investment Advisors
Massachusetts
$4.22M +$3.6K +50 +0.1%
UBS Group
47
UBS Group
Switzerland
$4.07M -$806K -11,195 -17%
BA
48
Bellwether Advisors
Nebraska
$4.05M +$3.92M +54,511 New
MML Investors Services
49
MML Investors Services
Massachusetts
$3.92M -$325K -4,519 -8%
SPC
50
Sigma Planning Corp
Michigan
$3.92M -$156K -2,168 -4%