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Fidelity MSCI Health Care Index ETF

334 hedge funds and large institutions have $1.04B invested in Fidelity MSCI Health Care Index ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

12% more capital invested

Capital invested by funds: $929M → $1.04B (+$109M)

3.48% more ownership

Funds ownership: 38.12%41.6% (+3.5%)

7% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 107

0% less funds holding

Funds holding: 335334 (-1)

Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.38%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
37
Increased
115
Reduced
107
Closed
27
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
126
Eldridge Investment Advisors
New Hampshire
$598K
SG
127
StoneX Group
New York
$594K +$187K +2,901 +48%
IFG
128
Independent Financial Group
California
$572K +$96.7K +1,497 +21%
CPIG
129
Chicago Partners Investment Group
Illinois
$571K +$42.9K +664 +9%
CMMS
130
Comprehensive Money Management Services
Florida
$569K -$20.4K -315 -4%
LA
131
LexAurum Advisors
Kansas
$561K +$13.4K +208 +3%
LFS
132
Legacy Financial Strategies
Kansas
$559K -$7.56K -117 -1%
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$554K -$89K -1,378 -14%
LWM
134
LongView Wealth Management
Georgia
$535K -$54.7K -847 -10%
DFG
135
Demars Financial Group
Washington
$533K -$4.52K -70 -0.9%
AWA
136
Arkadios Wealth Advisors
Georgia
$521K -$12.1K -188 -2%
HWM
137
HRC Wealth Management
Idaho
$521K +$4.13K +64 +0.8%
AFG
138
Atomi Financial Group
New York
$518K -$8.21K -127 -2%
RBFC
139
Roman Butler Fullerton & Co
Missouri
$511K
CF
140
Claris Financial
Virginia
$509K
MCM
141
McRae Capital Management
New Jersey
$484K +$18.7K +290 +4%
WPP
142
Whalerock Point Partners
Rhode Island
$484K -$8.33K -129 -2%
PAS
143
Park Avenue Securities
New York
$478K +$462K +7,149 New
GCP
144
GSA Capital Partners
United Kingdom
$460K +$445K +6,883 New
MWM
145
Mascoma Wealth Management
New Hampshire
$457K -$8.4K -130 -2%
LF
146
LifeSteps Financial
California
$456K -$45.9K -711 -9%
PSF
147
Pacific Sun Financial
California
$452K +$16.5K +255 +4%
TGAM
148
TBH Global Asset Management
Tennessee
$441K +$426K +6,594 New
PJSIMP
149
P.J. Schmidt Investment Management (PJS)
Wisconsin
$437K +$4.46K +69 +1%
CAC
150
Certified Advisory Corp
Florida
$432K +$89.5K +1,386 +27%