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Fidelity MSCI Health Care Index ETF

335 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

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.4% less ownership

Funds ownership: 38.53%38.12% (-0.4%)

4% less funds holding

Funds holding: 350335 (-15)

8% less capital invested

Capital invested by funds: $1.01B → $929M (-$84.9M)

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
335
Holders Change
-15
Holders Change %
-4.29%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
119
Reduced
115
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
176
Sentinus LLC
Illinois
$348K -$26.1K -410 -7%
WF
177
Warner Financial
Maryland
$345K
IAG
178
Ipsen Advisor Group
Arkansas
$344K +$2.23K +35 +0.7%
OFS
179
OneAscent Financial Services
Alabama
$338K +$336K +5,278 New
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$336K -$230K -3,616 -41%
CAC
181
Certified Advisory Corp
Florida
$325K +$84.1K +1,321 +35%
CGH
182
Crossmark Global Holdings
Texas
$320K
XWM
183
Xcel Wealth Management
Florida
$320K
Baird Financial Group
184
Baird Financial Group
Wisconsin
$319K +$318K +4,991 New
PAS
185
PKS Advisory Services
New York
$319K -$24.9K -391 -7%
FFS
186
Founders Financial Securities
Maryland
$314K -$27.2K -427 -8%
WWM
187
Western Wealth Management
Colorado
$313K +$573 +9 +0.2%
WIP
188
WealthCare Investment Partners
Rhode Island
$311K -$4.71K -74 -2%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$307K -$7.45K -117 -2%
SW
190
SVB Wealth
Massachusetts
$307K +$305K +4,797 New
RWA
191
River Wealth Advisors
Pennsylvania
$295K -$11.7K -183 -4%
Jane Street
192
Jane Street
New York
$292K -$1.75M -27,408 -86%
MFG
193
Monte Financial Group
Connecticut
$288K +$34.8K +546 +14%
CFS
194
Coordinated Financial Services
Colorado
$287K +$37.4K +587 +15%
CWM
195
Calamos Wealth Management
Illinois
$287K -$14.7K -231 -5%
EIP
196
Ellis Investment Partners
Pennsylvania
$287K -$47.3K -743 -14%
SIA
197
Soltis Investment Advisors
Utah
$282K -$13.4K -210 -5%
AF
198
AtlasMark Financial
Texas
$281K
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$280K -$274K -4,304 -50%
AWP
200
Astra Wealth Partners
New Jersey
$279K +$278K +4,359 New

FHLC Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2025, worth a combined $929M — down 8.4% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FHLC and 31 opened new positions — a net loss of 10 holders — while 115 trimmed existing stakes and 119 added.

The largest buyer was AGF Management, adding an estimated $10.7M. The largest seller was Demars Financial Group, cutting an estimated $35.6M.

  • 335 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2025, down from 350 in Q1 2025.
  • Funds reported $929M of Fidelity MSCI Health Care Index ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2025 and 41 closed out, a net change of -10 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2025 was AGF Management, an estimated $10.7M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2025.