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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
KPWM
76
KDK Private Wealth Management
Texas
$1.96M -$3.6K -50 -0.2%
KPWS
77
Kestra Private Wealth Services
Texas
$1.93M -$18K -250 -1%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.87M +$230K +3,195 +15%
SYBT
79
Stock Yards Bank & Trust
Kentucky
$1.84M +$19.1K +265 +1%
BFA
80
Beaumont Financial Advisors
Massachusetts
$1.83M -$16.4K -228 -0.9%
RF
81
Roxbury Financial
New Jersey
$1.83M +$10.6K +147 +0.6%
FTS
82
Fifth Third Securities
Ohio
$1.8M -$64.3K -893 -4%
Ameriprise
83
Ameriprise
Minnesota
$1.74M -$33.6K -467 -2%
MA
84
Maxele Advisors
Missouri
$1.64M +$7.78K +108 +0.5%
PFS
85
Prospect Financial Services
New York
$1.63M +$195K +2,704 +14%
CAGAS
86
Capital Advisory Group Advisory Services
Minnesota
$1.61M -$148K -2,060 -9%
AAS
87
Ameritas Advisory Services
Nebraska
$1.58M -$307K -4,265 -17%
AB
88
Atlas Brown
Kentucky
$1.5M -$40.5K -562 -3%
PAS
89
Park Avenue Securities
New York
$1.4M +$846K +11,746 +164%
BCI
90
Brinker Capital Investments
Pennsylvania
$1.37M -$26K -361 -2%
IFA
91
Independence Financial Advisors
New Hampshire
$1.36M -$55.2K -766 -4%
COCM
92
Charter Oak Capital Management
New Hampshire
$1.23M -$29.7K -412 -2%
HighTower Advisors
93
HighTower Advisors
Illinois
$1.19M -$607K -8,435 -35%
Goldman Sachs
94
Goldman Sachs
New York
$1.12M +$692K +9,614 +177%
SS
95
Sunbelt Securities
Texas
$1.11M -$320K -4,449 -23%
JE
96
Jacobs Equity
Utah
$1.09M +$1.06M +14,663 New
BWM
97
Birchcreek Wealth Management
Ohio
$1.07M -$486K -6,746 -32%
PWM
98
Partners Wealth Management
California
$1.06M -$1.08K -15 -0.1%
ANBT
99
American National Bank & Trust
Texas
$1.02M +$227K +3,155 +30%
MWM
100
Meridian Wealth Management
Kentucky
$986K +$5.04K +70 +0.5%