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Fidelity MSCI Health Care Index ETF

335 hedge funds and large institutions have $929M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.4% less ownership

Funds ownership: 38.53%38.12% (-0.4%)

4% less funds holding

Funds holding: 350335 (-15)

8% less capital invested

Capital invested by funds: $1.01B → $929M (-$84.9M)

24% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 41

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
335
Holders Change
-15
Holders Change %
-4.29%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
119
Reduced
115
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
201
Valley Brook Capital Group
Pennsylvania
$278K +$1.91K +30 +0.7%
PWM
202
Partnership Wealth Management
Maryland
$278K +$12.9K +202 +5%
PSCM
203
Per Stirling Capital Management
Texas
$276K -$9.49K -149 -3%
RIA
204
Regal Investment Advisors
Michigan
$265K
PCA
205
Prosperity Capital Advisors
Ohio
$263K +$30.6K +480 +13%
AWM
206
Apex Wealth Management
New Hampshire
$261K +$1.08K +17 +0.4%
GWM
207
Geneos Wealth Management
Colorado
$257K -$265K -4,164 -51%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$252K +$251K +3,943 New
ECA
209
Elevated Capital Advisors
Utah
$252K
AWA
210
Artemis Wealth Advisors
New York
$250K +$892 +14 +0.4%
SCP
211
Silverleafe Capital Partners
Tennessee
$249K -$86.7K -1,362 -26%
SA
212
Sovran Advisors
California
$246K -$76.5K -1,201 -24%
FTUS
213
Flow Traders U.S.
New York
$239K +$238K +3,734 New
BCM
214
Brookstone Capital Management
Illinois
$231K +$11.5K +180 +5%
EWA
215
EP Wealth Advisors
California
$227K +$45.5K +715 +25%
SM
216
Sweeney & Michel
California
$224K +$222K +3,488 New
SFS
217
Sowell Financial Services
Arkansas
$222K +$20.1K +316 +10%
CSS
218
Cubist Systematic Strategies
Connecticut
$220K +$219K +3,444 New
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$220K -$134K -2,107 -38%
Comerica Bank
220
Comerica Bank
Texas
$218K -$94.2K -1,479 -30%
CPIA
221
Cornell Pochily Investment Advisors
New York
$217K +$637 +10 +0.3%
Corient Private Wealth
222
Corient Private Wealth
Florida
$216K -$45.2K -710 -17%
SL
223
SWMG LLC
Texas
$215K +$213K +3,348 New
PIA
224
Panoramic Investment Advisors
Colorado
$212K -$22.7K -357 -10%
DWM
225
Dakota Wealth Management
Florida
$209K -$296K -4,654 -59%

FHLC Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2025, worth a combined $929M — down 8.4% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FHLC and 31 opened new positions — a net loss of 10 holders — while 115 trimmed existing stakes and 119 added.

The largest buyer was AGF Management, adding an estimated $10.7M. The largest seller was Demars Financial Group, cutting an estimated $35.6M.

  • 335 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2025, down from 350 in Q1 2025.
  • Funds reported $929M of Fidelity MSCI Health Care Index ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2025 and 41 closed out, a net change of -10 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2025 was AGF Management, an estimated $10.7M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2025.