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Fidelity MSCI Health Care Index ETF

348 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 125

Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$334K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$8.71M
RWP
27
RWA Wealth Partners
Massachusetts
$8.64M
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$8.45M
MWM
29
Modern Wealth Management
Kansas
$8.36M
LA
30
Lifeworks Advisors
Michigan
$8.22M
AssetMark Inc
31
AssetMark Inc
California
$7.82M
SPIA
32
Steward Partners Investment Advisory
New York
$7.71M
NA
33
NewEdge Advisors
Louisiana
$7.44M
ST
34
Spinnaker Trust
Maine
$7.11M
YWM
35
Yoder Wealth Management
California
$7.07M
LFG
36
Larson Financial Group
Missouri
$7.04M
Fidelity Investments
37
Fidelity Investments
Massachusetts
$6.98M
Stifel Financial
38
Stifel Financial
Missouri
$6.96M
JP Morgan Chase
39
JP Morgan Chase
New York
$6.82M
TCM
40
Traynor Capital Management
Pennsylvania
$6.59M
QAM
41
Q3 Asset Management
Michigan
$6.3M
OIA
42
OneDigital Investment Advisors
Kansas
$5.93M
FPGK
43
Financial Partners Group (Kansas)
Kansas
$5.43M
ACM
44
Advisors Capital Management
New Jersey
$5.37M
MWM
45
Maltin Wealth Management
New Jersey
$4.37M
BIA
46
Barry Investment Advisors
Massachusetts
$4.22M
UBS Group
47
UBS Group
Switzerland
$4.07M
BA
48
Bellwether Advisors
Nebraska
$4.05M
MML Investors Services
49
MML Investors Services
Massachusetts
$3.92M
SPC
50
Sigma Planning Corp
Michigan
$3.92M