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Fidelity MSCI Health Care Index ETF

356 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$138M)

7% more funds holding

Funds holding: 334356 (+22)

0.59% more ownership

Funds ownership: 41.6%42.19% (+0.59%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

Holders
356
Holders Change
+22
Holders Change %
+6.59%
% of All Funds
4.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
50
Increased
108
Reduced
126
Closed
19
Calls
$334K
Puts
Net Calls
+$334K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Athena Wealth Management
Nevada
$415K +$402K +5,590 New
FFS
177
Founders Financial Securities
Maryland
$407K +$41.3K +574 +12%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$395K +$383K +5,314 New
BlackRock
179
BlackRock
New York
$393K +$36K +500 +10%
OFS
180
OneAscent Financial Services
Alabama
$390K -$15.6K -216 -4%
IAG
181
Ipsen Advisor Group
Arkansas
$389K -$11.4K -158 -3%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$387K -$40.1K -557 -10%
CFS
183
Coordinated Financial Services
Colorado
$380K -$3.96K -55 -1%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$375K -$38.7K -538 -10%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$371K
WWM
186
Western Wealth Management
Colorado
$364K +$576 +8 +0.2%
CFG
187
Carr Financial Group
Massachusetts
$363K -$50.8K -705 -13%
RCYC
188
Richard C. Young & Co
Rhode Island
$359K -$80.6K -1,119 -19%
BCA
189
Bayshore Capital Advisors
Florida
$356K +$345K +4,797 New
MKA
190
M. Kulyk & Associates
Georgia
$356K +$345K +4,786 New
MFG
191
Monte Financial Group
Connecticut
$352K +$18.2K +253 +6%
PAS
192
PKS Advisory Services
New York
$351K +$72 +1 +0%
PWM
193
Partnership Wealth Management
Maryland
$350K +$16.4K +228 +5%
SAI
194
Savvy Advisors Inc
New York
$345K +$72.9K +1,013 +28%
AWP
195
Astra Wealth Partners
New Jersey
$339K
PA
196
PFG Advisors
Arizona
$339K -$35.8K -497 -10%
GHA
197
Good Harbor Advisors
Massachusetts
$337K +$327K +4,538 New
MA
198
Mutual Advisors
Nebraska
$335K +$4.32K +60 +1%
CWM
199
Calamos Wealth Management
Illinois
$333K
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$330K -$10.6K -147 -3%