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Fidelity MSCI Health Care Index ETF

333 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
76
J.W. Cole Advisors
Florida
$1.78M
KPWS
77
Kestra Private Wealth Services
Texas
$1.76M
RF
78
Roxbury Financial
New Jersey
$1.72M
KPWM
79
KDK Private Wealth Management
Texas
$1.7M
AFM
80
Aspetuck Financial Management
Connecticut
$1.69M
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$1.68M
AAS
82
Ameritas Advisory Services
Nebraska
$1.67M
AWS
83
Atria Wealth Solutions
New York
$1.67M
HighTower Advisors
84
HighTower Advisors
Illinois
$1.61M
FIM
85
Freedom Investment Management
Connecticut
$1.61M
VWM
86
VCI Wealth Management
Missouri
$1.59M
FTS
87
Fifth Third Securities
Ohio
$1.56M
ACA
88
Atlas Capital Advisors
Wyoming
$1.54M
IAN
89
Integrated Advisors Network
Texas
$1.52M
AB
90
Atlas Brown
Kentucky
$1.38M
SYBT
91
Stock Yards Bank & Trust
Kentucky
$1.37M
BCI
92
Brinker Capital Investments
Pennsylvania
$1.34M
Jones Financial Companies
93
Jones Financial Companies
Missouri
$1.33M
CWM
94
Congress Wealth Management
Massachusetts
$1.33M
IFA
95
Independence Financial Advisors
New Hampshire
$1.32M
PFS
96
Prospect Financial Services
New York
$1.32M
Renaissance Technologies
97
Renaissance Technologies
New York
$1.23M
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$1.23M
BWM
99
Birchcreek Wealth Management
Ohio
$1.22M
COCM
100
Charter Oak Capital Management
New Hampshire
$1.08M