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Fidelity MSCI Health Care Index ETF

356 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$138M)

7% more funds holding

Funds holding: 334356 (+22)

0.59% more ownership

Funds ownership: 41.6%42.19% (+0.59%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

Holders
356
Holders Change
+22
Holders Change %
+6.59%
% of All Funds
4.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
50
Increased
108
Reduced
126
Closed
19
Calls
$334K
Puts
Net Calls
+$334K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$973K -$22.5K -313 -2%
JIP
102
Jaffetilchin Investment Partners
Florida
$973K +$16.7K +232 +2%
RPGK
103
Retirement Planning Group (Kansas)
Kansas
$967K -$792 -11 -0.1%
TCM
104
Tandem Capital Management
New Jersey
$907K -$23K -320 -3%
ASN
105
Advisory Services Network
Georgia
$876K -$102K -1,419 -11%
HPWM
106
High Point Wealth Management
New Jersey
$873K +$846K +11,754 New
GJIA
107
Glass Jacobson Investment Advisors
Maryland
$828K -$72.5K -1,007 -8%
WA
108
Wealthstar Advisors
Texas
$828K -$4.97K -69 -0.6%
RA
109
RFG Advisory
Alabama
$817K -$24.4K -339 -3%
IAN
110
Integrated Advisors Network
Texas
$809K -$855K -11,878 -52%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$800K +$105K +1,458 +16%
MWM
112
Mission Wealth Management
California
$798K -$51.4K -714 -6%
SWMP
113
Signature Wealth Management Partners
New Jersey
$796K -$137K -1,902 -15%
IA
114
IFP Advisors
Florida
$792K +$516K +7,170 +205%
VWM
115
VCI Wealth Management
Missouri
$787K -$793K -11,010 -51%
Fisher Asset Management
116
Fisher Asset Management
Washington
$773K -$33.9K -471 -4%
PFA
117
Pathway Financial Advisers
Indiana
$767K +$432 +6 +0.1%
RSWM
118
Robertson Stephens Wealth Management
California
$760K +$737K +10,232 New
Truist Financial
119
Truist Financial
North Carolina
$759K -$594K -8,243 -45%
TIA
120
Traphagen Investment Advisors
New Jersey
$749K +$332K +4,610 +84%
CA
121
Crumly & Associates
Illinois
$743K -$6.34K -88 -0.9%
Marshall Wace
122
Marshall Wace
United Kingdom
$704K +$682K +9,475 New
SWM
123
Spire Wealth Management
Virginia
$701K +$2.81K +39 +0.4%
WI
124
WBI Investments
New Jersey
$701K -$4.61K -64 -0.7%
AWA
125
Arkadios Wealth Advisors
Georgia
$695K +$113K +1,564 +20%