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Fidelity MSCI Health Care Index ETF

334 hedge funds and large institutions have $1.04B invested in Fidelity MSCI Health Care Index ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

12% more capital invested

Capital invested by funds: $929M → $1.04B (+$109M)

3.48% more ownership

Funds ownership: 38.12%41.6% (+3.5%)

7% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 107

0% less funds holding

Funds holding: 335334 (-1)

Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.38%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
37
Increased
115
Reduced
107
Closed
27
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
XWM
176
Xcel Wealth Management
Florida
$334K
Baird Financial Group
177
Baird Financial Group
Wisconsin
$334K
GIA
178
Gladstone Institutional Advisory
Florida
$333K +$321K +4,976 New
FFS
179
Founders Financial Securities
Maryland
$328K +$258 +4 +0.1%
WWM
180
Western Wealth Management
Colorado
$328K +$581 +9 +0.2%
CPSAC
181
Chas P. Smith & Associates (CPS)
Florida
$322K -$158K -2,441 -34%
SW
182
SVB Wealth
Massachusetts
$321K +$258 +4 +0.1%
BlackRock
183
BlackRock
New York
$321K +$310K +4,797 New
PAS
184
PKS Advisory Services
New York
$316K -$16.8K -260 -5%
MA
185
Mutual Advisors
Nebraska
$312K +$287K +4,444 New
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$307K +$41.6K +644 +16%
AWP
187
Astra Wealth Partners
New Jersey
$306K +$13.6K +211 +5%
PWM
188
Partnership Wealth Management
Maryland
$300K +$8.92K +138 +3%
CWM
189
Calamos Wealth Management
Illinois
$300K
MFG
190
Monte Financial Group
Connecticut
$300K -$1.94K -30 -0.7%
SIA
191
Soltis Investment Advisors
Utah
$295K
AF
192
AtlasMark Financial
Texas
$294K
PAG
193
Private Advisor Group
New Jersey
$290K -$192K -2,969 -41%
PSCM
194
Per Stirling Capital Management
Texas
$290K +$969 +15 +0.3%
GWM
195
Geneos Wealth Management
Colorado
$289K +$19.1K +295 +7%
EFM
196
Eley Financial Management
Vermont
$280K -$372K -5,760 -58%
VBCG
197
Valley Brook Capital Group
Pennsylvania
$279K -$11.9K -184 -4%
RIA
198
Regal Investment Advisors
Michigan
$278K
MFIM
199
Mesirow Financial Investment Management
Illinois
$275K +$63.7K +986 +31%
WIA
200
World Investment Advisors
California
$275K -$275K -4,259 -51%