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Fidelity MSCI Health Care Index ETF

333 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Maltin Wealth Management
New Jersey
$3.6M
CAGAS
52
Capital Advisory Group Advisory Services
Minnesota
$3.26M
ECM
53
Exchange Capital Management
Michigan
$3.17M
VA
54
Valmark Advisers
Ohio
$3.16M
Creative Planning
55
Creative Planning
Kansas
$3.04M
EH
56
Equitable Holdings
New York
$3.03M
Ameriprise
57
Ameriprise
Minnesota
$2.93M
HCA
58
Heck Capital Advisors
Wisconsin
$2.91M
SSWM
59
Smith Salley Wealth Management
North Carolina
$2.83M
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$2.63M
CBA
61
Coastal Bridge Advisors
Connecticut
$2.53M
MCM
62
MAI Capital Management
Ohio
$2.47M
SCA
63
Snowden Capital Advisors
New York
$2.34M
AAP
64
Arax Advisory Partners
Colorado
$2.28M
Citigroup
65
Citigroup
New York
$2.26M
Mariner
66
Mariner
Kansas
$2.18M
LA
67
Lynch & Associates
Indiana
$2.16M
Truist Financial
68
Truist Financial
North Carolina
$2.15M
BI
69
Beckerman Institutional
New Jersey
$2.1M
HI
70
Harbour Investments
Wisconsin
$2.01M
PS
71
Principal Securities
Iowa
$1.96M
IWC
72
Integrated Wealth Concepts
Massachusetts
$1.96M
WI
73
WBI Investments
New Jersey
$1.92M
CI
74
CX Institutional
Indiana
$1.89M
MWM
75
Mission Wealth Management
California
$1.84M