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Fidelity MSCI Health Care Index ETF

359 hedge funds and large institutions have $1.22B invested in Fidelity MSCI Health Care Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

1.47% more ownership

Funds ownership: 42.19%43.66% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 115

4% more capital invested

Capital invested by funds: $1.18B → $1.22B (+$47.6M)

1% more funds holding

Funds holding: 356359 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
359
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
45
Increased
121
Reduced
115
Closed
35
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$3.24M +$35K +475 +1%
SSWM
52
Smith Salley Wealth Management
North Carolina
$3.1M +$50.3K +681 +2%
Kovitz Investment Group Partners
53
Kovitz Investment Group Partners
Illinois
$2.99M -$5.26M -71,291 -63%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$2.92M +$701K +9,504 +30%
ACA
55
Atlas Capital Advisors
Wyoming
$2.9M +$196K +2,661 +7%
PS
56
Principal Securities
Iowa
$2.84M +$259K +3,506 +10%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$2.78M +$499K +6,764 +21%
MCM
58
MAI Capital Management
Ohio
$2.77M -$548K -7,430 -16%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$2.77M +$619K +8,394 +26%
Goldman Sachs
60
Goldman Sachs
New York
$2.74M +$1.76M +23,839 +159%
OIA
61
OneDigital Investment Advisors
Kansas
$2.7M -$3.06M -41,525 -52%
Creative Planning
62
Creative Planning
Kansas
$2.55M -$9.67K -131 -0.4%
LA
63
Lynch & Associates
Indiana
$2.53M +$31.4K +425 +1%
IWC
64
Integrated Wealth Concepts
Massachusetts
$2.43M +$129K +1,754 +5%
BI
65
Beckerman Institutional
New Jersey
$2.42M +$31.1K +422 +1%
SCA
66
Snowden Capital Advisors
New York
$2.29M -$43K -583 -2%
HI
67
Harbour Investments
Wisconsin
$2.26M +$173K +2,339 +8%
AIA
68
Armor Investment Advisors
North Carolina
$2.21M -$77.6K -1,051 -3%
HCA
69
Heck Capital Advisors
Wisconsin
$2.17M -$1.09M -14,839 -32%
RT
70
Rockland Trust
Massachusetts
$2.16M -$102K -1,380 -4%
FTUS
71
Flow Traders U.S.
New York
$2.13M +$2.24M +30,333 New
Mariner
72
Mariner
Kansas
$2.08M -$141K -1,907 -6%
AFM
73
Aspetuck Financial Management
Connecticut
$1.94M +$15.3K +207 +0.8%
CI
74
CX Institutional
Indiana
$1.91M -$956K -12,959 -32%
BFA
75
Beaumont Financial Advisors
Massachusetts
$1.88M +$152K +2,055 +8%