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Fidelity MSCI Health Care Index ETF

333 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
201
Regal Investment Advisors
Michigan
$265K
PCA
202
Prosperity Capital Advisors
Ohio
$263K
AWM
203
Apex Wealth Management
New Hampshire
$261K
GWM
204
Geneos Wealth Management
Colorado
$257K
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$252K
ECA
206
Elevated Capital Advisors
Utah
$252K
AWA
207
Artemis Wealth Advisors
New York
$250K
SCP
208
Silverleafe Capital Partners
Tennessee
$249K
SA
209
Sovran Advisors
California
$246K
FTUS
210
Flow Traders U.S.
New York
$239K
BCM
211
Brookstone Capital Management
Illinois
$231K
EWA
212
EP Wealth Advisors
California
$227K
SM
213
Sweeney & Michel
California
$224K
SFS
214
Sowell Financial Services
Arkansas
$222K
CSS
215
Cubist Systematic Strategies
Connecticut
$220K
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$220K
Comerica Bank
217
Comerica Bank
Texas
$218K
CPIA
218
Cornell Pochily Investment Advisors
New York
$217K
Corient Private Wealth
219
Corient Private Wealth
Florida
$216K
SL
220
SWMG LLC
Texas
$215K
PIA
221
Panoramic Investment Advisors
Colorado
$212K
DWM
222
Dakota Wealth Management
Florida
$209K
EFH
223
Eaton Financial Holdings
Florida
$206K
DOA
224
D'Orazio & Associates
Virginia
$203K
CFS
225
Commonwealth Financial Services
West Virginia
$202K