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Fidelity MSCI Health Care Index ETF

335 hedge funds and large institutions have $929M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.4% less ownership

Funds ownership: 38.53%38.12% (-0.4%)

4% less funds holding

Funds holding: 350335 (-15)

8% less capital invested

Capital invested by funds: $1.01B → $929M (-$84.9M)

24% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 41

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
335
Holders Change
-15
Holders Change %
-4.29%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
119
Reduced
115
Closed
41
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 +$134K +2,107 +4%
CAGAS
52
Capital Advisory Group Advisory Services
Minnesota
$3.26M +$8.72K +137 +0.3%
ECM
53
Exchange Capital Management
Michigan
$3.17M -$95.2K -1,495 -3%
VA
54
Valmark Advisers
Ohio
$3.16M +$59.4K +932 +2%
Creative Planning
55
Creative Planning
Kansas
$3.04M -$3.03M -47,564 -50%
EH
56
Equitable Holdings
New York
$3.03M -$57K -895 -2%
Ameriprise
57
Ameriprise
Minnesota
$2.93M +$89.8K +1,410 +3%
HCA
58
Heck Capital Advisors
Wisconsin
$2.91M +$40.2K +632 +1%
SSWM
59
Smith Salley Wealth Management
North Carolina
$2.83M +$19.3K +303 +0.7%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$2.63M +$16.4K +258 +0.6%
CBA
61
Coastal Bridge Advisors
Connecticut
$2.53M -$8.6K -135 -0.3%
MCM
62
MAI Capital Management
Ohio
$2.47M -$89.6K -1,407 -4%
SCA
63
Snowden Capital Advisors
New York
$2.34M -$292K -4,585 -11%
AAP
64
Arax Advisory Partners
Colorado
$2.28M +$388K +6,094 +21%
Citigroup
65
Citigroup
New York
$2.26M +$82.3K +1,292 +4%
Mariner
66
Mariner
Kansas
$2.18M +$190K +2,982 +10%
LA
67
Lynch & Associates
Indiana
$2.16M +$64.9K +1,019 +3%
Truist Financial
68
Truist Financial
North Carolina
$2.15M -$87.4K -1,372 -4%
BI
69
Beckerman Institutional
New Jersey
$2.1M +$17.2K +270 +0.8%
HI
70
Harbour Investments
Wisconsin
$2.01M +$33.8K +531 +2%
PS
71
Principal Securities
Iowa
$1.96M +$641K +10,069 +49%
IWC
72
Integrated Wealth Concepts
Massachusetts
$1.96M +$243K +3,822 +14%
WI
73
WBI Investments
New Jersey
$1.92M -$209K -3,287 -10%
CI
74
CX Institutional
Indiana
$1.89M +$1.78M +27,894 +1,675%
MWM
75
Mission Wealth Management
California
$1.84M +$1.29M +20,304 +242%

FHLC Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2025, worth a combined $929M — down 8.4% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FHLC and 31 opened new positions — a net loss of 10 holders — while 115 trimmed existing stakes and 119 added.

The largest buyer was AGF Management, adding an estimated $10.7M. The largest seller was Demars Financial Group, cutting an estimated $35.6M.

  • 335 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2025, down from 350 in Q1 2025.
  • Funds reported $929M of Fidelity MSCI Health Care Index ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2025 and 41 closed out, a net change of -10 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2025 was AGF Management, an estimated $10.7M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2025.