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Fidelity MSCI Health Care Index ETF

333 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPP
151
Whalerock Point Partners
Rhode Island
$471K
Bank of New York Mellon
152
Bank of New York Mellon
New York
$468K
PAG
153
Private Advisor Group
New Jersey
$467K
CPSAC
154
Chas P. Smith & Associates (CPS)
Florida
$464K
MWM
155
Mascoma Wealth Management
New Hampshire
$446K
MCM
156
McRae Capital Management
New Jersey
$445K
PSF
157
Pacific Sun Financial
California
$416K
AWM
158
Avior Wealth Management
Nebraska
$414K
PJSIMP
159
P.J. Schmidt Investment Management (PJS)
Wisconsin
$413K
NS
160
NBC Securities
Alabama
$411K
HAS
161
HBW Advisory Services
California
$400K
SG
162
StoneX Group
New York
$383K
PWA
163
Prairie Wealth Advisors
Nebraska
$381K
WMA
164
Wealth Management Associates
New Jersey
$380K
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$375K
RCYC
166
Richard C. Young & Co
Rhode Island
$372K
QCM
167
Quantinno Capital Management
New York
$361K
PW
168
PUREfi Wealth
Massachusetts
$358K
DF
169
Define Financial
California
$358K
ECML
170
Eagle Capital Management (Louisiana)
Louisiana
$358K
CFG
171
Carr Financial Group
Massachusetts
$357K
MFG
172
Merit Financial Group
Georgia
$354K
AI
173
Atria Investments
North Carolina
$350K
SL
174
Sentinus LLC
Illinois
$348K
WF
175
Warner Financial
Maryland
$345K