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Fidelity MSCI Health Care Index ETF

359 hedge funds and large institutions have $1.22B invested in Fidelity MSCI Health Care Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

1.47% more ownership

Funds ownership: 42.19%43.66% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 115

4% more capital invested

Capital invested by funds: $1.18B → $1.22B (+$47.6M)

1% more funds holding

Funds holding: 356359 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
359
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
45
Increased
121
Reduced
115
Closed
35
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$8.33M +$84.9K +1,151 +1%
RWP
27
RWA Wealth Partners
Massachusetts
$8.03M -$160K -2,169 -2%
MWM
28
Modern Wealth Management
Kansas
$7.96M -$16.8K -228 -0.2%
AssetMark Inc
29
AssetMark Inc
California
$7.67M +$280K +3,793 +4%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$7.61M +$1.05M +14,285 +15%
SPIA
31
Steward Partners Investment Advisory
New York
$7.48M +$187K +2,540 +2%
ST
32
Spinnaker Trust
Maine
$6.99M +$271K +3,671 +4%
LFG
33
Larson Financial Group
Missouri
$6.6M -$71.5K -969 -1%
LA
34
Lifeworks Advisors
Michigan
$6.57M -$1.27M -17,272 -16%
Stifel Financial
35
Stifel Financial
Missouri
$6.55M -$46.7K -633 -0.7%
YWM
36
Yoder Wealth Management
California
$6.33M -$392K -5,306 -6%
NA
37
NewEdge Advisors
Louisiana
$6.24M -$845K -11,457 -11%
Citigroup
38
Citigroup
New York
$6.1M +$2.82M +38,203 +79%
TCM
39
Traynor Capital Management
Pennsylvania
$5.92M -$196K -2,654 -3%
JP Morgan Chase
40
JP Morgan Chase
New York
$5.85M -$496K -6,718 -7%
FPGK
41
Financial Partners Group (Kansas)
Kansas
$5.18M +$32.5K +440 +0.6%
MSWM
42
McGlone Suttner Wealth Management
Wisconsin
$5.15M -$15.7M -212,305 -74%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$4.88M +$3.26M +44,213 +176%
MML Investors Services
44
MML Investors Services
Massachusetts
$4.76M +$1.1M +14,878 +28%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$4.02M +$3.25M +44,063 +336%
BIA
46
Barry Investment Advisors
Massachusetts
$3.98M -$19K -258 -0.5%
MWM
47
Maltin Wealth Management
New Jersey
$3.98M -$171K -2,319 -4%
VA
48
Valmark Advisers
Ohio
$3.72M +$133K +1,797 +4%
SPC
49
Sigma Planning Corp
Michigan
$3.63M -$81.3K -1,102 -2%
UBS Group
50
UBS Group
Switzerland
$3.31M -$579K -7,851 -14%