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Fidelity MSCI Health Care Index ETF

356 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$138M)

7% more funds holding

Funds holding: 334356 (+22)

0.59% more ownership

Funds ownership: 41.6%42.19% (+0.59%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

Holders
356
Holders Change
+22
Holders Change %
+6.59%
% of All Funds
4.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
50
Increased
108
Reduced
126
Closed
19
Calls
$334K
Puts
Net Calls
+$334K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
AtlasMark Financial
Texas
$327K
SIA
202
Soltis Investment Advisors
Utah
$325K -$2.52K -35 -0.8%
RIA
203
Regal Investment Advisors
Michigan
$308K
PSB
204
Piscataqua Savings Bank
New Hampshire
$308K +$298K +4,145 New
GWM
205
Geneos Wealth Management
Colorado
$306K -$14.5K -201 -5%
PAG
206
Private Advisor Group
New Jersey
$299K -$22K -305 -7%
PSCM
207
Per Stirling Capital Management
Texas
$298K -$23.7K -329 -8%
VBCG
208
Valley Brook Capital Group
Pennsylvania
$294K -$15K -209 -5%
AWA
209
Artemis Wealth Advisors
New York
$292K +$936 +13 +0.3%
SW
210
SVB Wealth
Massachusetts
$292K -$62.6K -870 -18%
SL
211
SWMG LLC
Texas
$292K -$1.3K -18 -0.5%
M&T Bank
212
M&T Bank
New York
$283K
GHI
213
Gross & Hartman Investments
Pennsylvania
$280K +$271K +3,764 New
WIP
214
WealthCare Investment Partners
Rhode Island
$275K -$16.6K -230 -6%
AWM
215
Apex Wealth Management
New Hampshire
$273K
SM
216
Sweeney & Michel
California
$269K +$648 +9 +0.3%
Renaissance Technologies
217
Renaissance Technologies
New York
$267K -$677K -9,403 -72%
Comerica Bank
218
Comerica Bank
Texas
$267K
RWA
219
River Wealth Advisors
Pennsylvania
$267K -$6.77K -94 -3%
GEA
220
Glen Eagle Advisors
New Jersey
$267K
FIA
221
Foundations Investment Advisors
Arizona
$265K +$9K +125 +4%
KWM
222
KW Wealth Management
California
$261K +$253K +3,511 New
CIM
223
Cambria Investment Management
California
$253K +$245K +3,407 New
BCA
224
Bay Colony Advisors
Massachusetts
$253K +$245K +3,406 New
BCM
225
Brookstone Capital Management
Illinois
$251K +$3.82K +53 +2%