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Fidelity MSCI Health Care Index ETF

334 hedge funds and large institutions have $1.04B invested in Fidelity MSCI Health Care Index ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

12% more capital invested

Capital invested by funds: $929M → $1.04B (+$109M)

3.48% more ownership

Funds ownership: 38.12%41.6% (+3.5%)

7% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 107

0% less funds holding

Funds holding: 335334 (-1)

Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.38%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
37
Increased
115
Reduced
107
Closed
27
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
151
Sentinus LLC
Illinois
$422K +$56K +867 +16%
SNWA
152
Siligmueller & Norvid Wealth Advisors
Illinois
$422K +$408K +6,308 New
AWM
153
Avior Wealth Management
Nebraska
$403K -$29K -449 -7%
RCYC
154
Richard C. Young & Co
Rhode Island
$398K +$8.4K +130 +2%
WMA
155
Wealth Management Associates
New Jersey
$392K -$4.72K -73 -1%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$392K
PWA
157
Prairie Wealth Advisors
Nebraska
$389K -$8.72K -135 -2%
NS
158
NBC Securities
Alabama
$388K -$40.2K -623 -10%
QCM
159
Quantinno Capital Management
New York
$388K +$10.2K +158 +3%
RCAG
160
Rehmann Capital Advisory Group
Michigan
$385K +$372K +5,763 New
DF
161
Define Financial
California
$376K +$1.42K +22 +0.4%
PW
162
PUREfi Wealth
Massachusetts
$374K
CFG
163
Carr Financial Group
Massachusetts
$374K +$904 +14 +0.3%
ECML
164
Eagle Capital Management (Louisiana)
Louisiana
$374K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$374K +$22.1K +342 +7%
MFG
166
Merit Financial Group
Georgia
$370K -$323 -5 -0.1%
TIA
167
Traphagen Investment Advisors
New Jersey
$366K -$168K -2,597 -32%
OFS
168
OneAscent Financial Services
Alabama
$365K +$11.8K +183 +3%
Goldman Sachs
169
Goldman Sachs
New York
$362K -$9.71M -150,344 -97%
IAG
170
Ipsen Advisor Group
Arkansas
$361K +$1.29K +20 +0.4%
WF
171
Warner Financial
Maryland
$360K
AI
172
Atria Investments
North Carolina
$354K -$12.5K -193 -4%
CFS
173
Coordinated Financial Services
Colorado
$346K +$44.1K +682 +15%
PA
174
PFG Advisors
Arizona
$339K +$327K +5,063 New
CGH
175
Crossmark Global Holdings
Texas
$336K