FHLC icon

Fidelity MSCI Health Care Index ETF

348 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 125

Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$334K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$973K
JIP
102
Jaffetilchin Investment Partners
Florida
$973K
RPGK
103
Retirement Planning Group (Kansas)
Kansas
$967K
TCM
104
Tandem Capital Management
New Jersey
$907K
ASN
105
Advisory Services Network
Georgia
$876K
HPWM
106
High Point Wealth Management
New Jersey
$873K
GJIA
107
Glass Jacobson Investment Advisors
Maryland
$828K
WA
108
Wealthstar Advisors
Texas
$828K
RA
109
RFG Advisory
Alabama
$817K
IAN
110
Integrated Advisors Network
Texas
$809K
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$800K
MWM
112
Mission Wealth Management
California
$798K
SWMP
113
Signature Wealth Management Partners
New Jersey
$796K
IA
114
IFP Advisors
Florida
$792K
VWM
115
VCI Wealth Management
Missouri
$787K
Fisher Asset Management
116
Fisher Asset Management
Washington
$773K
PFA
117
Pathway Financial Advisers
Indiana
$767K
RSWM
118
Robertson Stephens Wealth Management
California
$760K
Truist Financial
119
Truist Financial
North Carolina
$759K
TIA
120
Traphagen Investment Advisors
New Jersey
$749K
CA
121
Crumly & Associates
Illinois
$743K
Marshall Wace
122
Marshall Wace
United Kingdom
$704K
SWM
123
Spire Wealth Management
Virginia
$701K
WI
124
WBI Investments
New Jersey
$701K
AWA
125
Arkadios Wealth Advisors
Georgia
$695K