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Fidelity MSCI Health Care Index ETF

350 hedge funds and large institutions have $1.01B invested in Fidelity MSCI Health Care Index ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 111

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $948M → $1.01B (+$66.4M)

5% more funds holding

Funds holding: 333350 (+17)

1.26% more ownership

Funds ownership: 37.26%38.53% (+1.3%)

Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
126
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
126
Miracle Mile Advisors
California
$815K -$87.7K -1,277 -10%
MA
127
Montag & Associates
Georgia
$804K -$6.87K -100 -0.8%
GJIA
128
Glass Jacobson Investment Advisors
Maryland
$789K
RA
129
RFG Advisory
Alabama
$751K -$2.51M -36,493 -77%
SG
130
StoneX Group
New York
$747K +$9.27K +135 +1%
SWM
131
Spire Wealth Management
Virginia
$746K -$14.4K -210 -2%
JWCA
132
J.W. Cole Advisors
Florida
$746K -$1.55M -22,626 -67%
BAM
133
Beaumont Asset Management
Texas
$725K -$1.94M -28,187 -73%
CPA
134
Court Place Advisors
Maryland
$724K -$52.9K -770 -7%
ANBT
135
American National Bank & Trust
Texas
$724K +$208K +3,037 +40%
WA
136
Wealthstar Advisors
Texas
$713K +$24.9K +363 +4%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$711K +$264K +3,840 +59%
Fisher Asset Management
138
Fisher Asset Management
Washington
$665K -$10K -146 -1%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$650K -$523K -7,611 -44%
CMMS
140
Comprehensive Money Management Services
Florida
$634K +$3.43K +50 +0.5%
CA
141
Crumly & Associates
Illinois
$626K +$71.2K +1,037 +13%
MWM
142
Mascoma Wealth Management
New Hampshire
$617K -$37.2K -542 -6%
EIA
143
Eldridge Investment Advisors
New Hampshire
$611K
SCA
144
Southern Capital Advisors
Tennessee
$610K +$11.5K +167 +2%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$606K +$40.3K +587 +7%
EFS
146
Essex Financial Services
Connecticut
$594K +$278K +4,046 +87%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$593K -$331K -4,817 -36%
CPSAC
148
Chas P. Smith & Associates (CPS)
Florida
$584K -$22.3K -325 -4%
LFS
149
Legacy Financial Strategies
Kansas
$581K -$2.4K -35 -0.4%
MWM
150
Mission Wealth Management
California
$574K +$1.24K +18 +0.2%