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Fidelity MSCI Health Care Index ETF

335 hedge funds and large institutions have $929M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.4% less ownership

Funds ownership: 38.53%38.12% (-0.4%)

4% less funds holding

Funds holding: 350335 (-15)

8% less capital invested

Capital invested by funds: $1.01B → $929M (-$84.9M)

24% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 41

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
335
Holders Change
-15
Holders Change %
-4.29%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
119
Reduced
115
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
101
Charter Oak Capital Management
New Hampshire
$1.08M +$43.7K +686 +4%
SS
102
Sunbelt Securities
Texas
$1.06M +$2.1K +33 +0.2%
MML Investors Services
103
MML Investors Services
Massachusetts
$1.05M -$156K -2,452 -13%
Pathstone Holdings
104
Pathstone Holdings
New Jersey
$1.01M -$681K -10,687 -40%
PWM
105
Partners Wealth Management
California
$997K
BWM
106
Buska Wealth Management
Wisconsin
$986K -$131K -2,064 -12%
CWM
107
Centric Wealth Management
Illinois
$951K +$975K +15,307 New
SWMP
108
Signature Wealth Management Partners
New Jersey
$918K -$86.7K -1,362 -9%
MWM
109
Meridian Wealth Management
Kentucky
$907K +$91.8K +1,442 +11%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$899K -$35.5K -558 -4%
JIP
111
Jaffetilchin Investment Partners
Florida
$847K -$1.15K -18 -0.1%
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$829K +$828 +13 +0.1%
ASN
113
Advisory Services Network
Georgia
$827K +$64.6K +1,015 +8%
VC
114
Vicus Capital
Pennsylvania
$811K -$327K -5,127 -29%
TCM
115
Tandem Capital Management
New Jersey
$801K
GJIA
116
Glass Jacobson Investment Advisors
Maryland
$801K +$28.9K +454 +4%
TRCT
117
Tower Research Capital (TRC)
New York
$800K -$892 -14 -0.1%
SF
118
Summit Financial
New Jersey
$774K -$91.1K -1,430 -11%
PFA
119
Pathway Financial Advisers
Indiana
$752K -$14.9K -234 -2%
MA
120
Montag & Associates
Georgia
$722K -$30.4K -478 -4%
AAS
121
Avantax Advisory Services
Texas
$712K -$189K -2,968 -21%
RA
122
RFG Advisory
Alabama
$703K
WA
123
Wealthstar Advisors
Texas
$697K +$29.6K +465 +4%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$678K +$68.8K +1,081 +11%
ANBT
125
American National Bank & Trust
Texas
$666K -$12.2K -192 -2%

FHLC Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2025, worth a combined $929M — down 8.4% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FHLC and 31 opened new positions — a net loss of 10 holders — while 115 trimmed existing stakes and 119 added.

The largest buyer was AGF Management, adding an estimated $10.7M. The largest seller was Demars Financial Group, cutting an estimated $35.6M.

  • 335 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2025, down from 350 in Q1 2025.
  • Funds reported $929M of Fidelity MSCI Health Care Index ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2025 and 41 closed out, a net change of -10 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2025 was AGF Management, an estimated $10.7M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2025.