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Fidelity MSCI Health Care Index ETF

333 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 40 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: $ → $

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

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
IAG
176
Ipsen Advisor Group
Arkansas
$344K
OFS
177
OneAscent Financial Services
Alabama
$338K
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$336K
CAC
179
Certified Advisory Corp
Florida
$325K
CGH
180
Crossmark Global Holdings
Texas
$320K
XWM
181
Xcel Wealth Management
Florida
$320K
Baird Financial Group
182
Baird Financial Group
Wisconsin
$319K
PAS
183
PKS Advisory Services
New York
$319K
FFS
184
Founders Financial Securities
Maryland
$314K
WWM
185
Western Wealth Management
Colorado
$313K
WIP
186
WealthCare Investment Partners
Rhode Island
$311K
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$307K
SW
188
SVB Wealth
Massachusetts
$307K
RWA
189
River Wealth Advisors
Pennsylvania
$295K
Jane Street
190
Jane Street
New York
$292K
MFG
191
Monte Financial Group
Connecticut
$288K
CFS
192
Coordinated Financial Services
Colorado
$287K
CWM
193
Calamos Wealth Management
Illinois
$287K
EIP
194
Ellis Investment Partners
Pennsylvania
$287K
SIA
195
Soltis Investment Advisors
Utah
$282K
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$280K
AWP
197
Astra Wealth Partners
New Jersey
$279K
VBCG
198
Valley Brook Capital Group
Pennsylvania
$278K
PWM
199
Partnership Wealth Management
Maryland
$278K
PSCM
200
Per Stirling Capital Management
Texas
$276K