We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

350 hedge funds and large institutions have $1.01B invested in Fidelity MSCI Health Care Index ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 111

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $948M → $1.01B (+$66.4M)

5% more funds holding

Funds holding: 333350 (+17)

1.26% more ownership

Funds ownership: 37.26%38.53% (+1.3%)

Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
126
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
176
Strengthening Families & Communities LLC
Massachusetts
$407K -$132K -1,919 -24%
WMA
177
Wealth Management Associates
New Jersey
$406K -$892 -13 -0.2%
SL
178
Sentinus LLC
Illinois
$400K +$402K +5,851 New
LWM
179
LongView Wealth Management
Georgia
$396K +$16.9K +246 +4%
PJSIMP
180
P.J. Schmidt Investment Management (PJS)
Wisconsin
$395K -$481 -7 -0.1%
RCYC
181
Richard C. Young & Co
Rhode Island
$394K +$27.9K +407 +8%
HAS
182
HBW Advisory Services
California
$389K +$88.2K +1,284 +29%
PW
183
PUREfi Wealth
Massachusetts
$383K
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$379K +$158K +2,297 +71%
WF
185
Warner Financial
Maryland
$368K
PAS
186
PKS Advisory Services
New York
$368K +$7.07K +103 +2%
IAG
187
Ipsen Advisor Group
Arkansas
$365K +$1.58K +23 +0.4%
SCP
188
Silverleafe Capital Partners
Tennessee
$359K -$36K -524 -9%
EIP
189
Ellis Investment Partners
Pennsylvania
$357K -$12.7K -185 -3%
DF
190
Define Financial
California
$356K -$32.7K -477 -8%
AI
191
Atria Investments
North Carolina
$353K +$355K +5,170 New
CFG
192
Carr Financial Group
Massachusetts
$350K -$23.3K -339 -6%
FFS
193
Founders Financial Securities
Maryland
$347K -$5.42K -79 -1%
CGH
194
Crossmark Global Holdings
Texas
$344K +$345K +5,018 New
XWM
195
Xcel Wealth Management
Florida
$342K
WA
196
WBH Advisory
Maryland
$337K -$32.9K -479 -9%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$336K -$105K -1,524 -24%
Comerica Bank
198
Comerica Bank
Texas
$334K +$481 +7 +0.1%
WWM
199
Western Wealth Management
Colorado
$333K +$549 +8 +0.2%
RWA
200
River Wealth Advisors
Pennsylvania
$328K -$10.4K -152 -3%