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Fidelity MSCI Health Care Index ETF

351 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 125

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$334K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFCS
151
CDM Financial Counseling Services
Connecticut
$519K
CPSAC
152
Chas P. Smith & Associates (CPS)
Florida
$513K
WF
153
Warner Financial
Maryland
$502K
LF
154
LifeSteps Financial
California
$499K
WMA
155
Wealth Management Associates
New Jersey
$493K
PJSIMP
156
P.J. Schmidt Investment Management (PJS)
Wisconsin
$490K
TGAM
157
TBH Global Asset Management
Tennessee
$490K
MWM
158
Mascoma Wealth Management
New Hampshire
$486K
PSF
159
Pacific Sun Financial
California
$485K
MCM
160
McRae Capital Management
New Jersey
$470K
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$460K
MFG
162
Merit Financial Group
Georgia
$457K
DFG
163
Demars Financial Group
Washington
$450K
AWM
164
Avior Wealth Management
Nebraska
$448K
AFG
165
Atomi Financial Group
New York
$446K
AI
166
Atria Investments
North Carolina
$436K
EFG
167
Elm3 Financial Group
Georgia
$435K
PWA
168
Prairie Wealth Advisors
Nebraska
$434K
NS
169
NBC Securities
Alabama
$428K
WIA
170
World Investment Advisors
California
$428K
SL
171
Sentinus LLC
Illinois
$426K
DF
172
Define Financial
California
$419K
ECML
173
Eagle Capital Management (Louisiana)
Louisiana
$416K
PW
174
PUREfi Wealth
Massachusetts
$416K
FFS
175
Founders Financial Securities
Maryland
$407K