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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
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$473K -$20.7K -280 -4%
CWA
152
Centennial Wealth Advisory
Michigan
$472K +$495K +6,710 New
TGAM
153
TBH Global Asset Management
Tennessee
$472K +$8.49K +115 +2%
SG
154
StoneX Group
New York
$470K -$148K -2,012 -23%
WMA
155
Wealth Management Associates
New Jersey
$468K +$148 +2 +0%
MWM
156
Mascoma Wealth Management
New Hampshire
$460K +$369 +5 +0.1%
MCM
157
McRae Capital Management
New Jersey
$453K +$8.26K +112 +2%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$436K
EFG
159
Elm3 Financial Group
Georgia
$431K +$19.8K +268 +5%
DFG
160
Demars Financial Group
Washington
$424K -$2.07K -28 -0.5%
AWM
161
Avior Wealth Management
Nebraska
$422K -$2.07K -28 -0.5%
AI
162
Atria Investments
North Carolina
$414K +$443 +6 +0.1%
AFG
163
Atomi Financial Group
New York
$411K -$11.7K -159 -3%
LF
164
LifeSteps Financial
California
$409K -$66.3K -898 -13%
TFA
165
Transamerica Financial Advisors
Florida
$409K +$243K +3,294 +131%
WIA
166
World Investment Advisors
California
$406K +$738 +10 +0.2%
EWM
167
Elevation Wealth Management
Minnesota
$404K +$424K +5,745 New
DF
168
Define Financial
California
$398K +$1.33K +18 +0.3%
SL
169
Sentinus LLC
Illinois
$395K -$8.71K -118 -2%
PW
170
PUREfi Wealth
Massachusetts
$394K
SIA
171
Soltis Investment Advisors
Utah
$393K +$89.9K +1,218 +28%
NS
172
NBC Securities
Alabama
$391K -$14.7K -199 -3%
LWM
173
LongView Wealth Management
Georgia
$384K -$213K -2,888 -35%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$376K +$21.5K +291 +6%
CTWM
175
Cherry Tree Wealth Management
Minnesota
$374K