We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

334 hedge funds and large institutions have $1.04B invested in Fidelity MSCI Health Care Index ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

12% more capital invested

Capital invested by funds: $929M → $1.04B (+$109M)

3.48% more ownership

Funds ownership: 38.12%41.6% (+3.5%)

7% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 107

0% less funds holding

Funds holding: 335334 (-1)

Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.38%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
37
Increased
115
Reduced
107
Closed
27
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$3.83M +$2.64M +40,901 +249%
BIA
52
Barry Investment Advisors
Massachusetts
$3.8M -$5.88K -91 -0.2%
SPC
53
Sigma Planning Corp
Michigan
$3.67M -$1.54M -23,802 -30%
SF
54
Summit Financial
New Jersey
$3.52M +$2.62M +40,562 +335%
VA
55
Valmark Advisers
Ohio
$3.43M +$129K +1,997 +4%
EH
56
Equitable Holdings
New York
$3.29M +$118K +1,825 +4%
HCA
57
Heck Capital Advisors
Wisconsin
$3.06M +$19.4K +300 +0.7%
SSWM
58
Smith Salley Wealth Management
North Carolina
$2.91M -$45.4K -702 -2%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$2.9M -$1.33M -20,639 -32%
Citigroup
60
Citigroup
New York
$2.63M +$262K +4,063 +12%
CI
61
CX Institutional
Indiana
$2.59M +$594K +9,189 +31%
HI
62
Harbour Investments
Wisconsin
$2.43M +$326K +5,040 +16%
MCM
63
MAI Capital Management
Ohio
$2.41M -$169K -2,613 -7%
Creative Planning
64
Creative Planning
Kansas
$2.35M -$798K -12,354 -26%
LA
65
Lynch & Associates
Indiana
$2.32M +$60.9K +943 +3%
SCA
66
Snowden Capital Advisors
New York
$2.28M -$160K -2,472 -7%
BI
67
Beckerman Institutional
New Jersey
$2.26M +$64.8K +1,003 +3%
IWC
68
Integrated Wealth Concepts
Massachusetts
$2.25M +$198K +3,064 +10%
Mariner
69
Mariner
Kansas
$2.14M -$133K -2,065 -6%
AFM
70
Aspetuck Financial Management
Connecticut
$1.83M +$58.9K +911 +3%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$1.82M +$12.7K +197 +0.8%
KPWM
72
KDK Private Wealth Management
Texas
$1.76M -$11.4K -177 -0.7%
KPWS
73
Kestra Private Wealth Services
Texas
$1.76M -$74.9K -1,159 -4%
AAS
74
Ameritas Advisory Services
Nebraska
$1.71M -$38.5K -596 -2%
FTS
75
Fifth Third Securities
Ohio
$1.68M +$45.5K +705 +3%