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Fidelity MSCI Health Care Index ETF

333 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
126
Fisher Asset Management
Washington
$655K
CPA
127
Court Place Advisors
Maryland
$649K
CA
128
Crumly & Associates
Illinois
$645K
EFM
129
Eley Financial Management
Vermont
$636K
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$618K
SFCL
131
Strengthening Families & Communities LLC
Massachusetts
$599K
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$596K
SCA
133
Southern Capital Advisors
Tennessee
$573K
EIA
134
Eldridge Investment Advisors
New Hampshire
$572K
LWM
135
LongView Wealth Management
Georgia
$566K
CMMS
136
Comprehensive Money Management Services
Florida
$564K
LFS
137
Legacy Financial Strategies
Kansas
$542K
WIA
138
World Investment Advisors
California
$536K
LA
139
LexAurum Advisors
Kansas
$523K
TIA
140
Traphagen Investment Advisors
New Jersey
$516K
DFG
141
Demars Financial Group
Washington
$514K
AWA
142
Arkadios Wealth Advisors
Georgia
$510K
AFG
143
Atomi Financial Group
New York
$503K
EFS
144
Essex Financial Services
Connecticut
$502K
HWM
145
HRC Wealth Management
Idaho
$494K
CF
146
Claris Financial
Virginia
$487K
CPIG
147
Chicago Partners Investment Group
Illinois
$485K
WANY
148
Wealthspire Advisors (New York)
New York
$483K
LF
149
LifeSteps Financial
California
$482K
RBFC
150
Roman Butler Fullerton & Co
Missouri
$477K