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Fidelity MSCI Health Care Index ETF

356 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$138M)

7% more funds holding

Funds holding: 334356 (+22)

0.59% more ownership

Funds ownership: 41.6%42.19% (+0.59%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

Holders
356
Holders Change
+22
Holders Change %
+6.59%
% of All Funds
4.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
50
Increased
108
Reduced
126
Closed
19
Calls
$334K
Puts
Net Calls
+$334K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$520K +$82.4K +1,144 +20%
CFCS
152
CDM Financial Counseling Services
Connecticut
$519K +$503K +6,992 New
CPSAC
153
Chas P. Smith & Associates (CPS)
Florida
$513K +$151K +2,092 +43%
WF
154
Warner Financial
Maryland
$502K +$98.1K +1,362 +25%
LF
155
LifeSteps Financial
California
$499K -$7.99K -111 -2%
WMA
156
Wealth Management Associates
New Jersey
$493K +$55.8K +775 +13%
PJSIMP
157
P.J. Schmidt Investment Management (PJS)
Wisconsin
$490K +$4.68K +65 +1%
TGAM
158
TBH Global Asset Management
Tennessee
$490K -$216 -3 -0%
MWM
159
Mascoma Wealth Management
New Hampshire
$486K -$21.9K -304 -4%
PSF
160
Pacific Sun Financial
California
$485K -$16.1K -223 -3%
MCM
161
McRae Capital Management
New Jersey
$470K -$65.6K -911 -13%
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$460K -$400K -5,562 -47%
MFG
163
Merit Financial Group
Georgia
$457K +$45.3K +629 +11%
DFG
164
Demars Financial Group
Washington
$450K -$137K -1,906 -24%
AWM
165
Avior Wealth Management
Nebraska
$448K
AFG
166
Atomi Financial Group
New York
$446K -$125K -1,737 -22%
AI
167
Atria Investments
North Carolina
$436K +$42.2K +586 +11%
EFG
168
Elm3 Financial Group
Georgia
$435K +$421K +5,851 New
PWA
169
Prairie Wealth Advisors
Nebraska
$434K -$419K -5,817 Closed
NS
170
NBC Securities
Alabama
$428K -$3.38K -47 -0.8%
WIA
171
World Investment Advisors
California
$428K +$118K +1,641 +40%
SL
172
Sentinus LLC
Illinois
$426K -$41.4K -575 -9%
DF
173
Define Financial
California
$419K +$1.51K +21 +0.4%
ECML
174
Eagle Capital Management (Louisiana)
Louisiana
$416K
PW
175
PUREfi Wealth
Massachusetts
$416K