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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
BFA
76
Beaumont Financial Advisors
Massachusetts
$1.67M +$1.61M +24,913 New
JWCA
77
J.W. Cole Advisors
Florida
$1.65M -$202K -3,130 -11%
SYBT
78
Stock Yards Bank & Trust
Kentucky
$1.64M +$206K +3,188 +15%
RF
79
Roxbury Financial
New Jersey
$1.64M -$156K -2,420 -9%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$1.64M +$271K +4,194 +20%
HighTower Advisors
81
HighTower Advisors
Illinois
$1.63M -$49.6K -767 -3%
Ameriprise
82
Ameriprise
Minnesota
$1.6M -$1.42M -21,930 -48%
CAGAS
83
Capital Advisory Group Advisory Services
Minnesota
$1.59M -$1.76M -27,271 -53%
IAN
84
Integrated Advisors Network
Texas
$1.52M -$63.8K -988 -4%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1.47M +$735K +11,375 +107%
MA
86
Maxele Advisors
Missouri
$1.47M -$2.39K -37 -0.2%
VWM
87
VCI Wealth Management
Missouri
$1.45M -$208K -3,219 -13%
BWM
88
Birchcreek Wealth Management
Ohio
$1.41M +$133K +2,063 +11%
AB
89
Atlas Brown
Kentucky
$1.39M -$51.2K -793 -4%
SS
90
Sunbelt Securities
Texas
$1.3M +$207K +3,204 +20%
PFS
91
Prospect Financial Services
New York
$1.29M -$88.8K -1,375 -7%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$1.29M +$969 +15 +0.1%
IFA
93
Independence Financial Advisors
New Hampshire
$1.28M -$104K -1,611 -8%
BCI
94
Brinker Capital Investments
Pennsylvania
$1.26M -$139K -2,157 -10%
Truist Financial
95
Truist Financial
North Carolina
$1.23M -$976K -15,114 -45%
COCM
96
Charter Oak Capital Management
New Hampshire
$1.13M +$711 +11 +0.1%
PS
97
Principal Securities
Iowa
$1.1M -$922K -14,266 -46%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$983K +$477K +7,377 +101%
PWM
99
Partners Wealth Management
California
$953K -$40.2K -623 -4%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$897K -$41.9K -648 -5%