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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
Lido Advisors
1
Lido Advisors
California
$125M +$238K +3,461 +0.2%
Charles Schwab
2
Charles Schwab
California
$115M +$2.91M +42,389 +3%
AM
3
AGF Management
Ontario, Canada
$40.2M -$599K -8,730 -1%
LPL Financial
4
LPL Financial
California
$38.8M +$3.4M +49,471 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$37.7M +$1.93M +28,063 +5%
Morgan Stanley
6
Morgan Stanley
New York
$29.4M -$2.11M -30,767 -7%
Raymond James Financial
7
Raymond James Financial
Florida
$19.2M +$5.7M +83,085 +42%
MSWM
8
McGlone Suttner Wealth Management
Wisconsin
$17.7M +$288K +4,189 +2%
WAM
9
Weatherly Asset Management
California
$17.7M +$411K +5,982 +2%
RWP
10
RWA Wealth Partners
Massachusetts
$16.3M -$1.18M -17,131 -7%
FSC
11
Full Sail Capital
Oklahoma
$15.7M -$1.35M -19,695 -8%
KAS
12
Kestra Advisory Services
Texas
$15.3M -$1.15M -16,711 -7%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$15.3M +$4.84M +70,500 +46%
Osaic Holdings
14
Osaic Holdings
Arizona
$15M +$5.19M +75,539 +53%
Wells Fargo
15
Wells Fargo
California
$13.3M -$5.05M -73,571 -27%
Bank of America
16
Bank of America
North Carolina
$13.2M +$275K +4,007 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$12.7M +$350K +5,104 +3%
BFA
18
Buttonwood Financial Advisors
Maryland
$12.4M +$217K +3,162 +2%
IRC
19
Investors Research Corp
Georgia
$12.1M +$1,000K +14,564 +9%
LA
20
Lifeworks Advisors
Michigan
$11.6M -$3.08M -44,916 -21%
ECML
21
Eagle Capital Management (Louisiana)
Louisiana
$11.6M -$52.2K -761 -0.4%
FFS
22
Fischer Financial Services
Pennsylvania
$11.3M +$50.6K +737 +0.4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$11.2M +$5.73M +83,396 +104%
AWM
24
Apollon Wealth Management
South Carolina
$10.6M +$760K +11,067 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.74M +$751K +10,940 +8%