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Fidelity MSCI Health Care Index ETF

335 hedge funds and large institutions have $929M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.4% less ownership

Funds ownership: 38.53%38.12% (-0.4%)

4% less funds holding

Funds holding: 350335 (-15)

8% less capital invested

Capital invested by funds: $1.01B → $929M (-$84.9M)

24% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 41

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
335
Holders Change
-15
Holders Change %
-4.29%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
119
Reduced
115
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$662K -$36.9K -579 -5%
Fisher Asset Management
127
Fisher Asset Management
Washington
$655K +$32.3K +507 +5%
CPA
128
Court Place Advisors
Maryland
$649K -$28.6K -449 -4%
CA
129
Crumly & Associates
Illinois
$645K +$58.7K +922 +10%
EFM
130
Eley Financial Management
Vermont
$636K -$3.51M -55,181 -85%
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$618K -$270K -4,243 -31%
SFCL
132
Strengthening Families & Communities LLC
Massachusetts
$599K +$181K +2,844 +48%
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$596K +$172K +2,697 +41%
SCA
134
Southern Capital Advisors
Tennessee
$573K +$2.29K +36 +0.4%
EIA
135
Eldridge Investment Advisors
New Hampshire
$572K
LWM
136
LongView Wealth Management
Georgia
$566K +$194K +3,048 +53%
CMMS
137
Comprehensive Money Management Services
Florida
$564K -$29.3K -460 -5%
LFS
138
Legacy Financial Strategies
Kansas
$542K -$1.97K -31 -0.4%
WIA
139
World Investment Advisors
California
$536K +$32.8K +515 +7%
LA
140
LexAurum Advisors
Kansas
$523K +$39K +612 +8%
TIA
141
Traphagen Investment Advisors
New Jersey
$516K -$282K -4,433 -35%
DFG
142
Demars Financial Group
Washington
$514K -$35.6M -559,319 -99%
AWA
143
Arkadios Wealth Advisors
Georgia
$510K -$21.8K -342 -4%
AFG
144
Atomi Financial Group
New York
$503K +$255 +4 +0.1%
EFS
145
Essex Financial Services
Connecticut
$502K -$53.6K -841 -10%
HWM
146
HRC Wealth Management
Idaho
$494K +$637 +10 +0.1%
CF
147
Claris Financial
Virginia
$487K -$63.7K -1,000 -12%
CPIG
148
Chicago Partners Investment Group
Illinois
$485K -$23.2K -365 -5%
WANY
149
Wealthspire Advisors (New York)
New York
$483K +$1.85K +29 +0.4%
LF
150
LifeSteps Financial
California
$482K -$12.8K -201 -3%

FHLC Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2025, worth a combined $929M — down 8.4% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FHLC and 31 opened new positions — a net loss of 10 holders — while 115 trimmed existing stakes and 119 added.

The largest buyer was AGF Management, adding an estimated $10.7M. The largest seller was Demars Financial Group, cutting an estimated $35.6M.

  • 335 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2025, down from 350 in Q1 2025.
  • Funds reported $929M of Fidelity MSCI Health Care Index ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2025 and 41 closed out, a net change of -10 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2025 was AGF Management, an estimated $10.7M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2025.