We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

350 hedge funds and large institutions have $1.01B invested in Fidelity MSCI Health Care Index ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 111

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $948M → $1.01B (+$66.4M)

5% more funds holding

Funds holding: 333350 (+17)

1.26% more ownership

Funds ownership: 37.26%38.53% (+1.3%)

Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
126
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arkadios Wealth Advisors
Georgia
$569K +$12.8K +186 +2%
CF
152
Claris Financial
Virginia
$563K
GWM
153
Geneos Wealth Management
Colorado
$559K +$286K +4,164 +104%
DWM
154
Dakota Wealth Management
Florida
$541K -$531K -7,737 -49%
NS
155
NBC Securities
Alabama
$538K +$540K +7,872 +87,467%
AFG
156
Atomi Financial Group
New York
$537K -$75K -1,092 -12%
WIA
157
World Investment Advisors
California
$537K +$5.29K +77 +1%
LF
158
LifeSteps Financial
California
$529K -$12.6K -183 -2%
HWM
159
HRC Wealth Management
Idaho
$527K -$73K -1,064 -12%
LA
160
LexAurum Advisors
Kansas
$517K +$22.8K +332 +5%
WANY
161
Wealthspire Advisors (New York)
New York
$514K
WPP
162
Whalerock Point Partners
Rhode Island
$503K
CPIG
163
Chicago Partners Investment Group
Illinois
$500K +$289K +4,213 +116%
IFG
164
Independent Financial Group
California
$482K +$484K +7,057 New
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$482K +$390K +5,687 +415%
RBFC
166
Roman Butler Fullerton & Co
Missouri
$474K -$167K -2,437 -25%
PSF
167
Pacific Sun Financial
California
$472K +$11.7K +170 +3%
HF
168
HRT Financial
New York
$466K +$469K +6,835 New
AWM
169
Avior Wealth Management
Nebraska
$453K -$44.2K -644 -9%
VWA
170
Visionary Wealth Advisors
Illinois
$452K -$1.65K -24 -0.4%
Focus Partners Wealth
171
Focus Partners Wealth
Massachusetts
$452K +$6.45K +94 +1%
RCAG
172
Rehmann Capital Advisory Group
Michigan
$438K -$3.57K -52 -0.8%
SAI
173
Savvy Advisors Inc
New York
$431K +$50.5K +736 +13%
ACM
174
Advisors Capital Management
New Jersey
$429K +$57.3K +834 +15%
PWA
175
Prairie Wealth Advisors
Nebraska
$408K -$9.61K -140 -2%