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Fidelity MSCI Health Care Index ETF

348 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 125

Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$334K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$692K
CAC
127
Certified Advisory Corp
Florida
$692K
QCM
128
Quantinno Capital Management
New York
$687K
BWM
129
Buska Wealth Management
Wisconsin
$686K
EFS
130
Essex Financial Services
Connecticut
$676K
SCA
131
Southern Capital Advisors
Tennessee
$670K
XWM
132
Xcel Wealth Management
Florida
$662K
SAG
133
SageView Advisory Group
California
$660K
EIA
134
Eldridge Investment Advisors
New Hampshire
$648K
SG
135
StoneX Group
New York
$647K
MA
136
Montag & Associates
Georgia
$645K
CMMS
137
Comprehensive Money Management Services
Florida
$632K
LWM
138
LongView Wealth Management
Georgia
$622K
LFS
139
Legacy Financial Strategies
Kansas
$621K
CPIG
140
Chicago Partners Investment Group
Illinois
$617K
AAP
141
Arax Advisory Partners
Colorado
$610K
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$603K
FFA
143
Farther Finance Advisors
California
$592K
HWM
144
HRC Wealth Management
Idaho
$578K
VC
145
Vicus Capital
Pennsylvania
$573K
CF
146
Claris Financial
Virginia
$565K
RBFC
147
Roman Butler Fullerton & Co
Missouri
$560K
WPP
148
Whalerock Point Partners
Rhode Island
$537K
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$520K
CFCS
150
CDM Financial Counseling Services
Connecticut
$519K