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Fidelity MSCI Health Care Index ETF

350 hedge funds and large institutions have $1.01B invested in Fidelity MSCI Health Care Index ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 111

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $948M → $1.01B (+$66.4M)

5% more funds holding

Funds holding: 333350 (+17)

1.26% more ownership

Funds ownership: 37.26%38.53% (+1.3%)

Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
126
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
76
Lynch & Associates
Indiana
$2.23M +$3.02K +44 +0.1%
BI
77
Beckerman Institutional
New Jersey
$2.23M +$217K +3,160 +11%
Jane Street
78
Jane Street
New York
$2.18M +$1.94M +28,206 +748%
PFS
79
Prospect Financial Services
New York
$2.18M +$466K +6,794 +27%
Mariner
80
Mariner
Kansas
$2.13M -$11.2K -163 -0.5%
HI
81
Harbour Investments
Wisconsin
$2.11M -$349K -5,085 -14%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$2M -$286K -4,168 -12%
AAP
83
Arax Advisory Partners
Colorado
$1.99M +$517K +7,534 +35%
MWM
84
Modern Wealth Management
Kansas
$1.95M +$27.7K +403 +1%
IAN
85
Integrated Advisors Network
Texas
$1.9M +$140K +2,036 +8%
BFA
86
Beaumont Financial Advisors
Massachusetts
$1.88M +$1.66M +24,162 +732%
AAS
87
Ameritas Advisory Services
Nebraska
$1.87M -$6.18K -90 -0.3%
KPWM
88
KDK Private Wealth Management
Texas
$1.86M -$85.5K -1,245 -4%
RF
89
Roxbury Financial
New Jersey
$1.86M -$5.01K -73 -0.3%
KPWS
90
Kestra Private Wealth Services
Texas
$1.84M -$7.55K -110 -0.4%
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$1.83M -$240K -3,491 -12%
IWC
92
Integrated Wealth Concepts
Massachusetts
$1.83M +$1.84M +26,752 New
AFM
93
Aspetuck Financial Management
Connecticut
$1.74M +$131K +1,902 +8%
FTS
94
Fifth Third Securities
Ohio
$1.65M -$719K -10,480 -30%
VWM
95
VCI Wealth Management
Missouri
$1.54M +$103K +1,507 +7%
MA
96
Maxele Advisors
Missouri
$1.49M +$21.1K +308 +1%
AB
97
Atlas Brown
Kentucky
$1.48M -$44K -641 -3%
BCI
98
Brinker Capital Investments
Pennsylvania
$1.42M -$55K -801 -4%
OPS
99
Orion Portfolio Solutions
Nebraska
$1.42M -$55K -801 -4%
PAG
100
Private Advisor Group
New Jersey
$1.36M +$207K +3,011 +18%