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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
KPWM
76
KDK Private Wealth Management
Texas
$1.83M -$19.9K -270 -1%
KPWS
77
Kestra Private Wealth Services
Texas
$1.77M -$63.6K -862 -3%
RF
78
Roxbury Financial
New Jersey
$1.73M -$4.87K -66 -0.3%
SYBT
79
Stock Yards Bank & Trust
Kentucky
$1.71M -$37.1K -503 -2%
FTS
80
Fifth Third Securities
Ohio
$1.7M -$4.58K -62 -0.3%
JE
81
Jacobs Equity
Utah
$1.63M +$620K +8,397 +57%
ECA
82
Elevated Capital Advisors
Utah
$1.56M +$1.44M +19,535 +736%
SF
83
Summit Financial
New Jersey
$1.54M -$453K -6,136 -22%
AAS
84
Ameritas Advisory Services
Nebraska
$1.5M +$148 +2 +0%
Ameriprise
85
Ameriprise
Minnesota
$1.45M -$206K -2,792 -12%
AB
86
Atlas Brown
Kentucky
$1.41M -$14.2K -193 -1%
PFS
87
Prospect Financial Services
New York
$1.34M -$216K -2,926 -13%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$1.29M -$701K -9,496 -34%
IFA
89
Independence Financial Advisors
New Hampshire
$1.29M +$443 +6 +0%
PAS
90
Park Avenue Securities
New York
$1.21M -$125K -1,695 -9%
ASN
91
Advisory Services Network
Georgia
$1.18M +$362K +4,912 +42%
ANBT
92
American National Bank & Trust
Texas
$1.1M +$142K +1,931 +14%
BCI
93
Brinker Capital Investments
Pennsylvania
$1.09M -$220K -2,982 -16%
MWM
94
Meridian Wealth Management
Kentucky
$1.04M +$110K +1,485 +11%
COCM
95
Charter Oak Capital Management
New Hampshire
$1.03M -$145K -1,971 -12%
SS
96
Sunbelt Securities
Texas
$1.01M -$40.9K -554 -4%
HighTower Advisors
97
HighTower Advisors
Illinois
$996K -$137K -1,850 -12%
PWM
98
Partners Wealth Management
California
$994K -$7.89K -107 -0.8%
BWM
99
Birchcreek Wealth Management
Ohio
$978K -$34.5K -467 -3%
QCM
100
Quantinno Capital Management
New York
$958K +$322K +4,364 +47%