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Fidelity MSCI Health Care Index ETF

333 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

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: $ → $

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
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
COCM
101
Charter Oak Capital Management
New Hampshire
$1.08M
SS
102
Sunbelt Securities
Texas
$1.06M
MML Investors Services
103
MML Investors Services
Massachusetts
$1.05M
Pathstone Holdings
104
Pathstone Holdings
New Jersey
$1.01M
PWM
105
Partners Wealth Management
California
$997K
BWM
106
Buska Wealth Management
Wisconsin
$986K
CWM
107
Centric Wealth Management
Illinois
$951K
SWMP
108
Signature Wealth Management Partners
New Jersey
$918K
MWM
109
Meridian Wealth Management
Kentucky
$907K
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$899K
JIP
111
Jaffetilchin Investment Partners
Florida
$847K
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$829K
ASN
113
Advisory Services Network
Georgia
$827K
VC
114
Vicus Capital
Pennsylvania
$811K
TCM
115
Tandem Capital Management
New Jersey
$801K
GJIA
116
Glass Jacobson Investment Advisors
Maryland
$801K
TRCT
117
Tower Research Capital (TRC)
New York
$800K
SF
118
Summit Financial
New Jersey
$774K
PFA
119
Pathway Financial Advisers
Indiana
$752K
MA
120
Montag & Associates
Georgia
$722K
AAS
121
Avantax Advisory Services
Texas
$712K
RA
122
RFG Advisory
Alabama
$703K
WA
123
Wealthstar Advisors
Texas
$697K
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$678K
ANBT
125
American National Bank & Trust
Texas
$666K