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Fidelity MSCI Health Care Index ETF

334 hedge funds and large institutions have $1.04B invested in Fidelity MSCI Health Care Index ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

12% more capital invested

Capital invested by funds: $929M → $1.04B (+$109M)

3.48% more ownership

Funds ownership: 38.12%41.6% (+3.5%)

7% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 107

0% less funds holding

Funds holding: 335334 (-1)

Holders
334
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.38%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
37
Increased
115
Reduced
107
Closed
27
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$136M +$9.12M +141,132 +7%
Charles Schwab
2
Charles Schwab
California
$128M +$9.33M +144,364 +8%
AM
3
AGF Management
Ontario, Canada
$60.7M +$9.75M +150,947 +20%
LPL Financial
4
LPL Financial
California
$43.2M +$3.76M +58,168 +10%
Morgan Stanley
5
Morgan Stanley
New York
$31.7M +$1.35M +20,966 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$29.7M -$3.09M -47,793 -10%
RT
7
Rockland Trust
Massachusetts
$21.9M +$21.2M +327,741 New
LJAC
8
L.J. Altfest & Co
New York
$19.4M +$18.7M +290,045 New
WAM
9
Weatherly Asset Management
California
$19.1M +$916K +14,171 +5%
MSWM
10
McGlone Suttner Wealth Management
Wisconsin
$18.7M +$530K +8,205 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$18.5M -$945K -14,633 -5%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$17.8M +$16.9M +262,069 +5,461%
KAS
13
Kestra Advisory Services
Texas
$17.5M -$1.17M -18,120 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$15.5M +$1.73M +26,780 +13%
FSC
15
Full Sail Capital
Oklahoma
$14.5M -$998K -15,446 -7%
BFA
16
Buttonwood Financial Advisors
Maryland
$14.3M +$1.55M +24,045 +13%
IRC
17
Investors Research Corp
Georgia
$13.7M +$682K +10,564 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.6M +$1.12M +17,331 +10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$12.3M +$4.44M +68,720 +60%
AWM
20
Apollon Wealth Management
South Carolina
$11.7M +$334K +5,163 +3%
Wells Fargo
21
Wells Fargo
California
$11.5M -$392K -6,069 -3%
FFS
22
Fischer Financial Services
Pennsylvania
$11.2M -$30K -464 -0.3%
AWM
23
AE Wealth Management
Kansas
$11.1M +$1.04M +16,168 +11%
SFCL
24
Strengthening Families & Communities LLC
Massachusetts
$11M +$10M +154,902 +1,765%
MAM
25
Marotta Asset Management
Virginia
$10.2M +$2.05M +31,745 +27%