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Fidelity MSCI Health Care Index ETF

335 hedge funds and large institutions have $929M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.4% less ownership

Funds ownership: 38.53%38.12% (-0.4%)

4% less funds holding

Funds holding: 350335 (-15)

8% less capital invested

Capital invested by funds: $1.01B → $929M (-$84.9M)

24% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 41

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
335
Holders Change
-15
Holders Change %
-4.29%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
119
Reduced
115
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
151
Roman Butler Fullerton & Co
Missouri
$477K
WPP
152
Whalerock Point Partners
Rhode Island
$471K +$64 +1 +0%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$468K -$196K -3,081 -30%
PAG
154
Private Advisor Group
New Jersey
$467K -$806K -12,652 -63%
CPSAC
155
Chas P. Smith & Associates (CPS)
Florida
$464K -$82.2K -1,291 -15%
IFG
156
Independent Financial Group
California
$451K
MWM
157
Mascoma Wealth Management
New Hampshire
$446K -$131K -2,064 -23%
MCM
158
McRae Capital Management
New Jersey
$445K +$443K +6,954 New
PSF
159
Pacific Sun Financial
California
$416K -$25.6K -402 -6%
AWM
160
Avior Wealth Management
Nebraska
$414K -$9.87K -155 -2%
PJSIMP
161
P.J. Schmidt Investment Management (PJS)
Wisconsin
$413K +$43.1K +677 +12%
NS
162
NBC Securities
Alabama
$411K -$92.3K -1,450 -18%
HAS
163
HBW Advisory Services
California
$400K +$35.8K +562 +10%
SG
164
StoneX Group
New York
$383K -$315K -4,945 -45%
PWA
165
Prairie Wealth Advisors
Nebraska
$381K -$1.59K -25 -0.4%
WMA
166
Wealth Management Associates
New Jersey
$380K +$191 +3 +0.1%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$375K -$76.2K -1,196 -17%
RCYC
168
Richard C. Young & Co
Rhode Island
$372K +$3.25K +51 +0.9%
QCM
169
Quantinno Capital Management
New York
$361K +$359K +5,641 New
PW
170
PUREfi Wealth
Massachusetts
$358K
DF
171
Define Financial
California
$358K +$1.4K +22 +0.4%
ECML
172
Eagle Capital Management (Louisiana)
Louisiana
$358K -$10.4M -163,882 -97%
CFG
173
Carr Financial Group
Massachusetts
$357K +$29.5K +464 +9%
MFG
174
Merit Financial Group
Georgia
$354K +$352K +5,531 New
AI
175
Atria Investments
North Carolina
$350K +$19.7K +310 +6%

FHLC Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2025, worth a combined $929M — down 8.4% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FHLC and 31 opened new positions — a net loss of 10 holders — while 115 trimmed existing stakes and 119 added.

The largest buyer was AGF Management, adding an estimated $10.7M. The largest seller was Demars Financial Group, cutting an estimated $35.6M.

  • 335 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2025, down from 350 in Q1 2025.
  • Funds reported $929M of Fidelity MSCI Health Care Index ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2025 and 41 closed out, a net change of -10 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2025 was AGF Management, an estimated $10.7M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2025.