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Fidelity MSCI Health Care Index ETF

356 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$138M)

7% more funds holding

Funds holding: 334356 (+22)

0.59% more ownership

Funds ownership: 41.6%42.19% (+0.59%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

Holders
356
Holders Change
+22
Holders Change %
+6.59%
% of All Funds
4.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
50
Increased
108
Reduced
126
Closed
19
Calls
$334K
Puts
Net Calls
+$334K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$3.79M -$24.2K -336 -0.7%
Citigroup
52
Citigroup
New York
$3.6M +$656K +9,106 +23%
MCM
53
MAI Capital Management
Ohio
$3.48M +$772K +10,728 +30%
HCA
54
Heck Capital Advisors
Wisconsin
$3.39M -$9.14K -127 -0.3%
SSWM
55
Smith Salley Wealth Management
North Carolina
$3.23M -$3.17K -44 -0.1%
EH
56
Equitable Holdings
New York
$3.21M -$428K -5,946 -12%
CI
57
CX Institutional
Indiana
$2.98M +$101K +1,398 +4%
ACA
58
Atlas Capital Advisors
Wyoming
$2.86M +$2.77M +38,517 New
PS
59
Principal Securities
Iowa
$2.74M +$1.47M +20,444 +124%
Creative Planning
60
Creative Planning
Kansas
$2.71M +$92.4K +1,284 +4%
LA
61
Lynch & Associates
Indiana
$2.64M +$66K +917 +3%
CWA
62
Centerline Wealth Advisors
Kentucky
$2.63M -$7.88M -109,500 -76%
BI
63
Beckerman Institutional
New Jersey
$2.52M +$6.34K +88 +0.3%
SCA
64
Snowden Capital Advisors
New York
$2.46M -$70.9K -985 -3%
IWC
65
Integrated Wealth Concepts
Massachusetts
$2.43M -$63.9K -888 -3%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$2.43M -$768K -10,665 -25%
AIA
67
Armor Investment Advisors
North Carolina
$2.41M -$3.03M -42,143 -57%
RT
68
Rockland Trust
Massachusetts
$2.38M -$21.3M -295,654 -90%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$2.38M +$1.25M +17,338 +118%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$2.38M +$498K +6,915 +28%
Mariner
71
Mariner
Kansas
$2.34M -$42.8K -594 -2%
HI
72
Harbour Investments
Wisconsin
$2.21M -$480K -6,665 -18%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$2.11M +$105K +1,452 +6%
SF
74
Summit Financial
New Jersey
$2.08M -$1.77M -24,642 -47%
AFM
75
Aspetuck Financial Management
Connecticut
$2.03M +$1.8K +25 +0.1%