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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
WF
176
Warner Financial
Maryland
$345K
IAG
177
Ipsen Advisor Group
Arkansas
$344K
OFS
178
OneAscent Financial Services
Alabama
$338K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$336K
CAC
180
Certified Advisory Corp
Florida
$325K
CGH
181
Crossmark Global Holdings
Texas
$320K
XWM
182
Xcel Wealth Management
Florida
$320K
Baird Financial Group
183
Baird Financial Group
Wisconsin
$319K
PAS
184
PKS Advisory Services
New York
$319K
FFS
185
Founders Financial Securities
Maryland
$314K
WWM
186
Western Wealth Management
Colorado
$313K
WIP
187
WealthCare Investment Partners
Rhode Island
$311K
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$307K
SW
189
SVB Wealth
Massachusetts
$307K
RWA
190
River Wealth Advisors
Pennsylvania
$295K
Jane Street
191
Jane Street
New York
$292K
MFG
192
Monte Financial Group
Connecticut
$288K
CFS
193
Coordinated Financial Services
Colorado
$287K
CWM
194
Calamos Wealth Management
Illinois
$287K
EIP
195
Ellis Investment Partners
Pennsylvania
$287K
SIA
196
Soltis Investment Advisors
Utah
$282K
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$280K
AWP
198
Astra Wealth Partners
New Jersey
$279K
VBCG
199
Valley Brook Capital Group
Pennsylvania
$278K
PWM
200
Partnership Wealth Management
Maryland
$278K