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Fidelity MSCI Health Care Index ETF

359 hedge funds and large institutions have $1.22B invested in Fidelity MSCI Health Care Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

1.47% more ownership

Funds ownership: 42.19%43.66% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 115

4% more capital invested

Capital invested by funds: $1.18B → $1.22B (+$47.6M)

1% more funds holding

Funds holding: 356359 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
359
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
45
Increased
121
Reduced
115
Closed
35
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$199M +$6.86M +92,999 +3%
Lido Advisors
2
Lido Advisors
California
$152M +$9.4M +127,325 +6%
AWM
3
AE Wealth Management
Kansas
$97M +$88.9M +1,205,391 +694%
LPL Financial
4
LPL Financial
California
$66M +$19.4M +263,005 +39%
AM
5
AGF Management
Ontario, Canada
$66M +$705K +9,561 +1%
Morgan Stanley
6
Morgan Stanley
New York
$37.1M +$2.56M +34,695 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$28.7M -$1.48M -20,076 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23.5M +$233K +3,156 +1%
WAM
9
Weatherly Asset Management
California
$21.6M +$635K +8,602 +3%
KAS
10
Kestra Advisory Services
Texas
$20.3M +$1.76M +23,903 +9%
Raymond James Financial
11
Raymond James Financial
Florida
$18.8M +$716K +9,699 +4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$16.5M +$220K +2,983 +1%
IRC
13
Investors Research Corp
Georgia
$15.4M +$382K +5,171 +2%
AWM
14
Apollon Wealth Management
South Carolina
$15.2M +$1.71M +23,135 +12%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$15.1M +$663K +8,990 +4%
LJAC
16
L.J. Altfest & Co
New York
$15M -$9.73M -131,922 -38%
BFA
17
Buttonwood Financial Advisors
Maryland
$14.2M -$651K -8,817 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$13.6M -$4.79M -64,923 -25%
AWM
19
Aprio Wealth Management
Georgia
$13.1M +$3.55M +48,074 +35%
FFS
20
Fischer Financial Services
Pennsylvania
$12.1M +$27.2K +369 +0.2%
MAM
21
Marotta Asset Management
Virginia
$11.9M +$1M +13,592 +9%
Wells Fargo
22
Wells Fargo
California
$11M -$184K -2,490 -2%
SFCL
23
Strengthening Families & Communities LLC
Massachusetts
$11M +$11.6M +156,622 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$9.89M -$866K -11,735 -8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.52M -$115K -1,563 -1%