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Fidelity MSCI Health Care Index ETF

359 hedge funds and large institutions have $1.22B invested in Fidelity MSCI Health Care Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

1.47% more ownership

Funds ownership: 42.19%43.66% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 115

4% more capital invested

Capital invested by funds: $1.18B → $1.22B (+$47.6M)

1% more funds holding

Funds holding: 356359 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
359
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
45
Increased
121
Reduced
115
Closed
35
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
126
Truist Financial
North Carolina
$651K -$71K -962 -9%
SCA
127
Southern Capital Advisors
Tennessee
$640K +$5.68K +77 +0.9%
SWM
128
Spire Wealth Management
Virginia
$640K -$25.8K -350 -4%
XWM
129
Xcel Wealth Management
Florida
$627K
EIA
130
Eldridge Investment Advisors
New Hampshire
$614K
CMMS
131
Comprehensive Money Management Services
Florida
$593K -$5.53K -75 -0.9%
IFG
132
Independent Financial Group
California
$590K +$738 +10 +0.1%
LFS
133
Legacy Financial Strategies
Kansas
$582K -$6.27K -85 -1%
CPIG
134
Chicago Partners Investment Group
Illinois
$579K +$738 +10 +0.1%
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$578K +$7.38K +100 +1%
AWA
136
Arkadios Wealth Advisors
Georgia
$578K -$84.4K -1,144 -12%
MFG
137
Merit Financial Group
Georgia
$571K +$145K +1,961 +32%
PSF
138
Pacific Sun Financial
California
$547K +$91.9K +1,245 +19%
CF
139
Claris Financial
Virginia
$535K
RBFC
140
Roman Butler Fullerton & Co
Missouri
$529K
WPP
141
Whalerock Point Partners
Rhode Island
$509K +$74 +1 +0%
TIA
142
Traphagen Investment Advisors
New Jersey
$507K -$212K -2,873 -29%
LA
143
LexAurum Advisors
Kansas
$502K +$526K +7,132 New
WF
144
Warner Financial
Maryland
$500K +$26.3K +357 +5%
HWM
145
HRC Wealth Management
Idaho
$493K -$57.6K -780 -10%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$492K +$29.5K +400 +6%
CPSAC
147
Chas P. Smith & Associates (CPS)
Florida
$486K
CFCS
148
CDM Financial Counseling Services
Connecticut
$485K -$7.3K -99 -1%
AAP
149
Arax Advisory Partners
Colorado
$485K -$97.8K -1,326 -16%
AWM
150
Athena Wealth Management
Nevada
$479K +$89.8K +1,217 +22%