FHLC icon

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
SS
101
Sunbelt Securities
Texas
$1.06M
MML Investors Services
102
MML Investors Services
Massachusetts
$1.05M
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$1.01M
PWM
104
Partners Wealth Management
California
$997K
BWM
105
Buska Wealth Management
Wisconsin
$986K
CWM
106
Centric Wealth Management
Illinois
$951K
SWMP
107
Signature Wealth Management Partners
New Jersey
$918K
MWM
108
Meridian Wealth Management
Kentucky
$907K
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$899K
JIP
110
Jaffetilchin Investment Partners
Florida
$847K
RPGK
111
Retirement Planning Group (Kansas)
Kansas
$829K
ASN
112
Advisory Services Network
Georgia
$827K
VC
113
Vicus Capital
Pennsylvania
$811K
TCM
114
Tandem Capital Management
New Jersey
$801K
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$801K
TRCT
116
Tower Research Capital (TRC)
New York
$800K
SF
117
Summit Financial
New Jersey
$774K
PFA
118
Pathway Financial Advisers
Indiana
$752K
MA
119
Montag & Associates
Georgia
$722K
AAS
120
Avantax Advisory Services
Texas
$712K
RA
121
RFG Advisory
Alabama
$703K
WA
122
Wealthstar Advisors
Texas
$697K
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$678K
ANBT
124
American National Bank & Trust
Texas
$666K
SWM
125
Spire Wealth Management
Virginia
$662K