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Fidelity MSCI Health Care Index ETF

350 hedge funds and large institutions have $1.01B invested in Fidelity MSCI Health Care Index ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 111

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $948M → $1.01B (+$66.4M)

5% more funds holding

Funds holding: 333350 (+17)

1.26% more ownership

Funds ownership: 37.26%38.53% (+1.3%)

Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
126
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
201
Northern Trust
Illinois
$327K +$329K +4,785 New
MFIM
202
Mesirow Financial Investment Management
Illinois
$326K +$112K +1,635 +52%
CWM
203
Calamos Wealth Management
Illinois
$322K
SA
204
Sovran Advisors
California
$320K +$85.1K +1,240 +33%
SIA
205
Soltis Investment Advisors
Utah
$315K -$21.6K -315 -6%
Two Sigma Investments
206
Two Sigma Investments
New York
$314K -$7.9M -115,100 -96%
PSCM
207
Per Stirling Capital Management
Texas
$305K -$26.2K -382 -8%
WIP
208
WealthCare Investment Partners
Rhode Island
$305K +$10.2K +148 +3%
AF
209
AtlasMark Financial
Texas
$301K
SXL
210
Summit X LLC
Missouri
$300K +$302K +4,392 New
EFG
211
Elm3 Financial Group
Georgia
$298K +$48K +699 +19%
VBCG
212
Valley Brook Capital Group
Pennsylvania
$295K +$1.1K +16 +0.4%
RIA
213
Regal Investment Advisors
Michigan
$284K
PWM
214
Partnership Wealth Management
Maryland
$283K -$6.04K -88 -2%
Corient Private Wealth
215
Corient Private Wealth
Florida
$279K +$281K +4,086 New
AWM
216
Apex Wealth Management
New Hampshire
$278K +$961 +14 +0.3%
MWM
217
Maridea Wealth Management
New York
$277K +$278K +4,052 New
MF
218
Montis Financial
Massachusetts
$273K +$6.32K +92 +2%
MA
219
Mutual Advisors
Nebraska
$269K -$217K -3,155 -43%
CFS
220
Coordinated Financial Services
Colorado
$267K +$39.4K +574 +17%
AWA
221
Artemis Wealth Advisors
New York
$266K +$961 +14 +0.4%
CAC
222
Certified Advisory Corp
Florida
$257K +$42.4K +618 +20%
ECA
223
Elevated Capital Advisors
Utah
$252K -$33.7K -491 -12%
MFG
224
Monte Financial Group
Connecticut
$252K +$272K +3,965 New
PIA
225
Panoramic Investment Advisors
Colorado
$251K +$755 +11 +0.3%