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Fidelity MSCI Health Care Index ETF

356 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$138M)

7% more funds holding

Funds holding: 334356 (+22)

0.59% more ownership

Funds ownership: 41.6%42.19% (+0.59%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

Holders
356
Holders Change
+22
Holders Change %
+6.59%
% of All Funds
4.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
50
Increased
108
Reduced
126
Closed
19
Calls
$334K
Puts
Net Calls
+$334K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$692K -$127K -1,767 -7%
CAC
127
Certified Advisory Corp
Florida
$692K +$205K +2,849 +44%
QCM
128
Quantinno Capital Management
New York
$687K +$249K +3,454 +60%
BWM
129
Buska Wealth Management
Wisconsin
$686K -$274K -3,811 -29%
EFS
130
Essex Financial Services
Connecticut
$676K
SCA
131
Southern Capital Advisors
Tennessee
$670K +$2.3K +32 +0.4%
XWM
132
Xcel Wealth Management
Florida
$662K +$282K +3,914 +78%
SAG
133
SageView Advisory Group
California
$660K +$640K +8,884 New
EIA
134
Eldridge Investment Advisors
New Hampshire
$648K -$15.8K -219 -2%
SG
135
StoneX Group
New York
$647K -$14.4K -200 -2%
MA
136
Montag & Associates
Georgia
$645K -$109K -1,517 -15%
CMMS
137
Comprehensive Money Management Services
Florida
$632K
IFG
138
Independent Financial Group
California
$623K -$12.4K -172 -2%
LWM
139
LongView Wealth Management
Georgia
$622K +$16.8K +234 +3%
LFS
140
Legacy Financial Strategies
Kansas
$621K +$72 +1 +0%
CPIG
141
Chicago Partners Investment Group
Illinois
$617K +$864 +12 +0.1%
AAP
142
Arax Advisory Partners
Colorado
$610K +$592K +8,217 New
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$603K -$12K -167 -2%
FFA
144
Farther Finance Advisors
California
$592K +$420K +5,828 +273%
HWM
145
HRC Wealth Management
Idaho
$578K -$504 -7 -0.1%
VC
146
Vicus Capital
Pennsylvania
$573K -$397K -5,509 -42%
CF
147
Claris Financial
Virginia
$565K
RBFC
148
Roman Butler Fullerton & Co
Missouri
$560K
Corient Private Wealth
149
Corient Private Wealth
Florida
$539K +$293K +4,073 +128%
WPP
150
Whalerock Point Partners
Rhode Island
$537K