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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
Lido Advisors
1
Lido Advisors
California
$121M +$4.33M +68,004 +4%
Charles Schwab
2
Charles Schwab
California
$113M +$6.17M +96,965 +6%
AM
3
AGF Management
Ontario, Canada
$48.4M +$10.7M +167,956 +29%
LPL Financial
4
LPL Financial
California
$37.6M +$1.28M +20,055 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$31.4M -$3.81M -59,780 -11%
Morgan Stanley
6
Morgan Stanley
New York
$28.9M +$1.37M +21,585 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$18.6M +$700K +10,994 +4%
KAS
8
Kestra Advisory Services
Texas
$17.9M +$3.55M +55,757 +25%
WAM
9
Weatherly Asset Management
California
$17.4M +$824K +12,943 +5%
MSWM
10
McGlone Suttner Wealth Management
Wisconsin
$17.3M +$719K +11,296 +4%
FSC
11
Full Sail Capital
Oklahoma
$14.8M +$137K +2,150 +0.9%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.3M -$750K -11,779 -5%
IRC
13
Investors Research Corp
Georgia
$12.5M +$1.1M +17,212 +10%
RWP
14
RWA Wealth Partners
Massachusetts
$12.2M -$3.09M -48,484 -20%
BFA
15
Buttonwood Financial Advisors
Maryland
$12.1M +$503K +7,904 +4%
Wells Fargo
16
Wells Fargo
California
$11.4M -$1.03M -16,172 -8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$10.9M -$1.02M -16,070 -9%
AWM
18
Apollon Wealth Management
South Carolina
$10.9M +$943K +14,802 +10%
FFS
19
Fischer Financial Services
Pennsylvania
$10.7M +$78.3K +1,230 +0.7%
Goldman Sachs
20
Goldman Sachs
New York
$9.96M +$2.86M +44,957 +41%
Two Sigma Investments
21
Two Sigma Investments
New York
$9.73M +$9.4M +147,600 +3,209%
AWM
22
AE Wealth Management
Kansas
$9.57M +$986K +15,488 +12%
LA
23
Lifeworks Advisors
Michigan
$9.21M -$1.65M -25,891 -15%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$8.8M +$2.41M +37,884 +38%
MWM
25
Modern Wealth Management
Kansas
$8.61M +$6.76M +106,124 +372%

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.