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Fidelity MSCI Health Care Index ETF

351 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, 108 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 repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 125

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
351
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
CTWM
176
Cherry Tree Wealth Management
Minnesota
$395K
BlackRock
177
BlackRock
New York
$393K
OFS
178
OneAscent Financial Services
Alabama
$390K
IAG
179
Ipsen Advisor Group
Arkansas
$389K
RCAG
180
Rehmann Capital Advisory Group
Michigan
$387K
CFS
181
Coordinated Financial Services
Colorado
$380K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$375K
Baird Financial Group
183
Baird Financial Group
Wisconsin
$371K
WWM
184
Western Wealth Management
Colorado
$364K
CFG
185
Carr Financial Group
Massachusetts
$363K
RCYC
186
Richard C. Young & Co
Rhode Island
$359K
BCA
187
Bayshore Capital Advisors
Florida
$356K
MKA
188
M. Kulyk & Associates
Georgia
$356K
MFG
189
Monte Financial Group
Connecticut
$352K
PAS
190
PKS Advisory Services
New York
$351K
PWM
191
Partnership Wealth Management
Maryland
$350K
SAI
192
Savvy Advisors Inc
New York
$345K
AWP
193
Astra Wealth Partners
New Jersey
$339K
PA
194
PFG Advisors
Arizona
$339K
MA
195
Mutual Advisors
Nebraska
$335K
CWM
196
Calamos Wealth Management
Illinois
$333K
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$330K
SIA
198
Soltis Investment Advisors
Utah
$325K
RIA
199
Regal Investment Advisors
Michigan
$308K
PSB
200
Piscataqua Savings Bank
New Hampshire
$308K