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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
PS
101
Principal Securities
Iowa
$1.35M +$3.78K +55 +0.3%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$1.31M -$412 -6 -0%
MML Investors Services
103
MML Investors Services
Massachusetts
$1.29M +$490K +7,143 +61%
Citadel Advisors
104
Citadel Advisors
Florida
$1.24M +$343K +4,989 +38%
VC
105
Vicus Capital
Pennsylvania
$1.22M -$10.1M -147,143 -89%
BWM
106
Buska Wealth Management
Wisconsin
$1.19M -$78.5K -1,144 -6%
COCM
107
Charter Oak Capital Management
New Hampshire
$1.11M -$51.5K -750 -4%
SS
108
Sunbelt Securities
Texas
$1.11M -$2.27K -33 -0.2%
SWMP
109
Signature Wealth Management Partners
New Jersey
$1.07M -$451K -6,573 -29%
BWM
110
Birchcreek Wealth Management
Ohio
$1.03M -$101K -1,473 -9%
PWM
111
Partners Wealth Management
California
$1.02M +$24.9K +362 +2%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$998K -$37.1K -540 -4%
AAS
113
Avantax Advisory Services
Texas
$963K -$2.47K -36 -0.3%
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$950K +$955K +13,905 New
SF
115
Summit Financial
New Jersey
$925K -$6.45K -94 -0.7%
JIP
116
Jaffetilchin Investment Partners
Florida
$906K +$6.66K +97 +0.7%
CWM
117
Congress Wealth Management
Massachusetts
$895K +$98.7K +1,438 +12%
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$884K
MWM
119
Meridian Wealth Management
Kentucky
$870K +$57.9K +843 +7%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$857K +$462K +6,727 +114%
TCM
121
Tandem Capital Management
New Jersey
$856K -$36.4K -530 -4%
TRCT
122
Tower Research Capital (TRC)
New York
$855K +$486K +7,082 +130%
TIA
123
Traphagen Investment Advisors
New Jersey
$854K -$630K -9,181 -42%
ASN
124
Advisory Services Network
Georgia
$840K -$1.4M -20,417 -62%
PFA
125
Pathway Financial Advisers
Indiana
$820K -$105K -1,523 -11%