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Fidelity MSCI Health Care Index ETF

333 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

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: $ → $

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
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
RBFC
151
Roman Butler Fullerton & Co
Missouri
$477K
WPP
152
Whalerock Point Partners
Rhode Island
$471K
Bank of New York Mellon
153
Bank of New York Mellon
New York
$468K
PAG
154
Private Advisor Group
New Jersey
$467K
CPSAC
155
Chas P. Smith & Associates (CPS)
Florida
$464K
MWM
156
Mascoma Wealth Management
New Hampshire
$446K
MCM
157
McRae Capital Management
New Jersey
$445K
PSF
158
Pacific Sun Financial
California
$416K
AWM
159
Avior Wealth Management
Nebraska
$414K
PJSIMP
160
P.J. Schmidt Investment Management (PJS)
Wisconsin
$413K
NS
161
NBC Securities
Alabama
$411K
HAS
162
HBW Advisory Services
California
$400K
SG
163
StoneX Group
New York
$383K
PWA
164
Prairie Wealth Advisors
Nebraska
$381K
WMA
165
Wealth Management Associates
New Jersey
$380K
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$375K
RCYC
167
Richard C. Young & Co
Rhode Island
$372K
QCM
168
Quantinno Capital Management
New York
$361K
PW
169
PUREfi Wealth
Massachusetts
$358K
DF
170
Define Financial
California
$358K
ECML
171
Eagle Capital Management (Louisiana)
Louisiana
$358K
CFG
172
Carr Financial Group
Massachusetts
$357K
MFG
173
Merit Financial Group
Georgia
$354K
AI
174
Atria Investments
North Carolina
$350K
SL
175
Sentinus LLC
Illinois
$348K