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Fidelity MSCI Health Care Index ETF

348 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

14% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 125

Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$334K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$203M
Lido Advisors
2
Lido Advisors
California
$136M
AM
3
AGF Management
Ontario, Canada
$68.9M
LPL Financial
4
LPL Financial
California
$50.1M
Morgan Stanley
5
Morgan Stanley
New York
$36.6M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$31.8M
LJAC
7
L.J. Altfest & Co
New York
$25.7M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$24.6M
WAM
9
Weatherly Asset Management
California
$22.1M
MSWM
10
McGlone Suttner Wealth Management
Wisconsin
$21.2M
KAS
11
Kestra Advisory Services
Texas
$19.6M
Osaic Holdings
12
Osaic Holdings
Arizona
$19.2M
Raymond James Financial
13
Raymond James Financial
Florida
$19.1M
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$17.2M
IRC
15
Investors Research Corp
Georgia
$15.8M
BFA
16
Buttonwood Financial Advisors
Maryland
$15.7M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$15.3M
AWM
18
Apollon Wealth Management
South Carolina
$14.4M
AWM
19
AE Wealth Management
Kansas
$12.9M
FFS
20
Fischer Financial Services
Pennsylvania
$12.7M
Wells Fargo
21
Wells Fargo
California
$11.8M
MAM
22
Marotta Asset Management
Virginia
$11.4M
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$11.3M
AWM
24
Aprio Wealth Management
Georgia
$10.3M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.11M