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Fidelity MSCI Health Care Index ETF

359 hedge funds and large institutions have $1.22B invested in Fidelity MSCI Health Care Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

1.47% more ownership

Funds ownership: 42.19%43.66% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 115

4% more capital invested

Capital invested by funds: $1.18B → $1.22B (+$47.6M)

1% more funds holding

Funds holding: 356359 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
359
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
45
Increased
121
Reduced
115
Closed
35
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
101
High Point Wealth Management
New Jersey
$915K +$92.4K +1,252 +11%
CWA
102
Centerline Wealth Advisors
Kentucky
$904K -$1.67M -22,602 -64%
JIP
103
Jaffetilchin Investment Partners
Florida
$898K -$24.4K -330 -3%
RPGK
104
Retirement Planning Group (Kansas)
Kansas
$896K -$20.5K -278 -2%
TCM
105
Tandem Capital Management
New Jersey
$845K -$14.8K -200 -2%
CAC
106
Certified Advisory Corp
Florida
$834K +$188K +2,549 +27%
BJF
107
Blue Jean Financial
New York
$833K +$874K +11,842 New
VC
108
Vicus Capital
Pennsylvania
$823K +$294K +3,984 +52%
WA
109
Wealthstar Advisors
Texas
$775K -$9.96K -135 -1%
SWMP
110
Signature Wealth Management Partners
New Jersey
$768K +$14K +190 +2%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$763K +$5.02K +68 +0.6%
GJIA
112
Glass Jacobson Investment Advisors
Maryland
$761K -$24.4K -330 -3%
RA
113
RFG Advisory
Alabama
$757K -$17.5K -237 -2%
IA
114
IFP Advisors
Florida
$757K +$6.49K +88 +0.8%
IAN
115
Integrated Advisors Network
Texas
$749K -$17.4K -236 -2%
RSWM
116
Robertson Stephens Wealth Management
California
$747K +$28K +380 +4%
PFA
117
Pathway Financial Advisers
Indiana
$734K +$8.12K +110 +1%
TRCT
118
Tower Research Capital (TRC)
New York
$721K +$756K +10,249 New
Fisher Asset Management
119
Fisher Asset Management
Washington
$710K -$22.9K -311 -3%
CA
120
Crumly & Associates
Illinois
$704K
MWM
121
Mission Wealth Management
California
$704K -$54.3K -736 -7%
VWM
122
VCI Wealth Management
Missouri
$687K -$61.2K -829 -8%
FFA
123
Farther Finance Advisors
California
$669K +$109K +1,477 +19%
EFS
124
Essex Financial Services
Connecticut
$661K +$22.2K +301 +3%
PWA
125
Prairie Wealth Advisors
Nebraska
$657K