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Fidelity MSCI Health Care Index ETF

359 hedge funds and large institutions have $1.22B invested in Fidelity MSCI Health Care Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

1.47% more ownership

Funds ownership: 42.19%43.66% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 115

4% more capital invested

Capital invested by funds: $1.18B → $1.22B (+$47.6M)

1% more funds holding

Funds holding: 356359 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
359
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
45
Increased
121
Reduced
115
Closed
35
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
Montag & Associates
Georgia
$318K -$307K -4,155 -48%
ECML
202
Eagle Capital Management (Louisiana)
Louisiana
$307K -$90.8K -1,230 -22%
MA
203
Mutual Advisors
Nebraska
$303K -$14.2K -193 -4%
BCM
204
Brookstone Capital Management
Illinois
$293K +$57.9K +785 +23%
RIA
205
Regal Investment Advisors
Michigan
$292K
SIM
206
Stratos Investment Management
Ohio
$292K +$68.5K +928 +29%
PSB
207
Piscataqua Savings Bank
New Hampshire
$292K
HF
208
HRT Financial
New York
$290K +$304K +4,122 New
PSCM
209
Per Stirling Capital Management
Texas
$285K +$3.39K +46 +1%
GWM
210
Geneos Wealth Management
Colorado
$284K -$5.9K -80 -2%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$283K +$297K +4,024 New
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$282K -$31.9K -432 -10%
Corient Private Wealth
213
Corient Private Wealth
Florida
$279K -$245K -3,316 -46%
AWA
214
Artemis Wealth Advisors
New York
$278K +$812 +11 +0.3%
SW
215
SVB Wealth
Massachusetts
$277K +$221 +3 +0.1%
SL
216
SWMG LLC
Texas
$276K +$3.32K +45 +1%
M&T Bank
217
M&T Bank
New York
$268K
FIA
218
Foundations Investment Advisors
Arizona
$268K +$17.2K +233 +7%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$267K +$262K +3,545 +1,390%
PAG
220
Private Advisor Group
New Jersey
$265K -$19.8K -268 -7%
GIA
221
Gladstone Institutional Advisory
Florida
$260K +$273K +3,698 New
SM
222
Sweeney & Michel
California
$257K +$517 +7 +0.2%
AWM
223
Apex Wealth Management
New Hampshire
$257K
RWA
224
River Wealth Advisors
Pennsylvania
$254K +$1.18K +16 +0.4%
WIP
225
WealthCare Investment Partners
Rhode Island
$253K -$6.2K -84 -2%