We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

334 hedge funds and large institutions have $1.04B invested in Fidelity MSCI Health Care Index ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

12% more capital invested

Capital invested by funds: $929M → $1.04B (+$109M)

3.48% more ownership

Funds ownership: 38.12%41.6% (+3.5%)

7% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 107

0% less funds holding

Funds holding: 335334 (-1)

Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.38%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
37
Increased
115
Reduced
107
Closed
27
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
VC
101
Vicus Capital
Pennsylvania
$884K +$35.3K +546 +4%
ASN
102
Advisory Services Network
Georgia
$883K -$6.27K -97 -0.7%
MWM
103
Meridian Wealth Management
Kentucky
$883K -$63.2K -978 -7%
BWM
104
Buska Wealth Management
Wisconsin
$872K -$153K -2,371 -15%
RPGK
105
Retirement Planning Group (Kansas)
Kansas
$871K +$4.52K +70 +0.5%
Renaissance Technologies
106
Renaissance Technologies
New York
$869K -$407K -6,300 -33%
JIP
107
Jaffetilchin Investment Partners
Florida
$860K -$24.3K -376 -3%
SWMP
108
Signature Wealth Management Partners
New Jersey
$844K -$112K -1,736 -12%
TCM
109
Tandem Capital Management
New Jersey
$838K
GJIA
110
Glass Jacobson Investment Advisors
Maryland
$813K -$24K -372 -3%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$786K -$264K -4,094 -26%
MWM
112
Mission Wealth Management
California
$766K -$1.11M -17,254 -60%
RA
113
RFG Advisory
Alabama
$758K +$22.6K +350 +3%
WA
114
Wealthstar Advisors
Texas
$750K +$20.5K +317 +3%
Fisher Asset Management
115
Fisher Asset Management
Washington
$727K +$41.2K +638 +6%
ANBT
116
American National Bank & Trust
Texas
$709K +$12.1K +187 +2%
PFA
117
Pathway Financial Advisers
Indiana
$688K -$93.4K -1,445 -12%
MA
118
Montag & Associates
Georgia
$682K -$70.9K -1,098 -10%
CA
119
Crumly & Associates
Illinois
$675K +$388 +6 +0.1%
CPA
120
Court Place Advisors
Maryland
$649K -$29.1K -450 -4%
WI
121
WBI Investments
New Jersey
$635K -$1.33M -20,587 -68%
SWM
122
Spire Wealth Management
Virginia
$629K -$60.9K -942 -9%
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$623K +$129 +2 +0%
EFS
124
Essex Financial Services
Connecticut
$608K +$80.8K +1,250 +16%
SCA
125
Southern Capital Advisors
Tennessee
$601K +$2.26K +35 +0.4%