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Fidelity MSCI Health Care Index ETF

350 hedge funds and large institutions have $1.01B invested in Fidelity MSCI Health Care Index ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 111

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $948M → $1.01B (+$66.4M)

5% more funds holding

Funds holding: 333350 (+17)

1.26% more ownership

Funds ownership: 37.26%38.53% (+1.3%)

Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
126
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFM
51
Eley Financial Management
Vermont
$4.37M -$11.1K -161 -0.2%
BIA
52
Barry Investment Advisors
Massachusetts
$3.95M -$75.4K -1,099 -2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$3.94M +$1.58M +23,077 +67%
MWM
54
Maltin Wealth Management
New Jersey
$3.7M +$332K +4,837 +10%
ECM
55
Exchange Capital Management
Michigan
$3.49M -$168K -2,451 -5%
CAGAS
56
Capital Advisory Group Advisory Services
Minnesota
$3.48M +$77.4K +1,127 +2%
VA
57
Valmark Advisers
Ohio
$3.31M -$37K -539 -1%
EH
58
Equitable Holdings
New York
$3.29M -$125K -1,827 -4%
WA
59
Waverly Advisors
Alabama
$3.08M +$3.09M +45,029 New
HCA
60
Heck Capital Advisors
Wisconsin
$3.07M +$444K +6,461 +17%
Ameriprise
61
Ameriprise
Minnesota
$3.04M -$7.26M -105,766 -70%
SSWM
62
Smith Salley Wealth Management
North Carolina
$3M +$22K +321 +0.7%
GWA
63
GGM Wealth Advisors
Maryland
$2.96M +$2.87M +41,811 +1,133%
MAM
64
Marotta Asset Management
Virginia
$2.93M -$1.72M -25,088 -38%
FIM
65
Freedom Investment Management
Connecticut
$2.9M -$949K -13,830 -25%
SCA
66
Snowden Capital Advisors
New York
$2.81M -$103K -1,502 -4%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$2.8M -$23.8K -347 -0.8%
MCM
68
MAI Capital Management
Ohio
$2.74M -$33.9K -494 -1%
CBA
69
Coastal Bridge Advisors
Connecticut
$2.71M +$2.72M +39,627 New
MIS
70
Morningstar Investment Services
Illinois
$2.54M +$2.55M +37,214 New
ACA
71
Atlas Capital Advisors
Wyoming
$2.46M -$452K -6,591 -15%
Truist Financial
72
Truist Financial
North Carolina
$2.39M -$50.9K -742 -2%
AssetMark Inc
73
AssetMark Inc
California
$2.34M +$2.3M +33,499 +4,345%
Citigroup
74
Citigroup
New York
$2.32M -$131K -1,902 -5%
WI
75
WBI Investments
New Jersey
$2.28M +$2M +29,176 +695%