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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$334K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Athena Wealth Management
Nevada
$415K
FFS
177
Founders Financial Securities
Maryland
$407K
CTWM
178
Cherry Tree Wealth Management
Minnesota
$395K
BlackRock
179
BlackRock
New York
$393K
OFS
180
OneAscent Financial Services
Alabama
$390K
IAG
181
Ipsen Advisor Group
Arkansas
$389K
RCAG
182
Rehmann Capital Advisory Group
Michigan
$387K
CFS
183
Coordinated Financial Services
Colorado
$380K
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$375K
Baird Financial Group
185
Baird Financial Group
Wisconsin
$371K
WWM
186
Western Wealth Management
Colorado
$364K
CFG
187
Carr Financial Group
Massachusetts
$363K
RCYC
188
Richard C. Young & Co
Rhode Island
$359K
BCA
189
Bayshore Capital Advisors
Florida
$356K
MKA
190
M. Kulyk & Associates
Georgia
$356K
MFG
191
Monte Financial Group
Connecticut
$352K
PAS
192
PKS Advisory Services
New York
$351K
PWM
193
Partnership Wealth Management
Maryland
$350K
SAI
194
Savvy Advisors Inc
New York
$345K
AWP
195
Astra Wealth Partners
New Jersey
$339K
PA
196
PFG Advisors
Arizona
$339K
GHA
197
Good Harbor Advisors
Massachusetts
$337K
MA
198
Mutual Advisors
Nebraska
$335K
CWM
199
Calamos Wealth Management
Illinois
$333K
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$330K