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Fidelity MSCI Health Care Index ETF

348 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 125 reducing their positions, and 18 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: 107 | Existing positions reduced: 125

Holders
348
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
OFS
176
OneAscent Financial Services
Alabama
$390K
IAG
177
Ipsen Advisor Group
Arkansas
$389K
WIA
178
World Investment Advisors
California
$381K
CFS
179
Coordinated Financial Services
Colorado
$380K
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$375K
Baird Financial Group
181
Baird Financial Group
Wisconsin
$371K
WWM
182
Western Wealth Management
Colorado
$364K
CFG
183
Carr Financial Group
Massachusetts
$363K
RCYC
184
Richard C. Young & Co
Rhode Island
$359K
BCA
185
Bayshore Capital Advisors
Florida
$356K
MKA
186
M. Kulyk & Associates
Georgia
$356K
MFG
187
Monte Financial Group
Connecticut
$352K
PAS
188
PKS Advisory Services
New York
$351K
PWM
189
Partnership Wealth Management
Maryland
$350K
SAI
190
Savvy Advisors Inc
New York
$345K
AWP
191
Astra Wealth Partners
New Jersey
$339K
PA
192
PFG Advisors
Arizona
$339K
MA
193
Mutual Advisors
Nebraska
$335K
CWM
194
Calamos Wealth Management
Illinois
$333K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$330K
SIA
196
Soltis Investment Advisors
Utah
$325K
RIA
197
Regal Investment Advisors
Michigan
$308K
PSB
198
Piscataqua Savings Bank
New Hampshire
$308K
GWM
199
Geneos Wealth Management
Colorado
$306K
PAG
200
Private Advisor Group
New Jersey
$299K