Harbor Health Care ETF
MEDI
7 hedge funds and large institutions have $11M invested in Harbor Health Care ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
19% more capital invested
Capital invested by funds: $9.23M → $11M (+$1.77M)
0% more funds holding
Funds holding: 7 → 7 (0)
3.78% less ownership
Funds ownership: 46.17% → 42.39% (-3.8%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$198K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$159K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$9.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$321K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$263K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$27.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $6.7M | +$159K | +5,160 | +2% |
|
|
PFPG
2
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
| $2.51M | +$2.45M | +79,732 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $613K | -$27.6K | -896 | -4% |
|
|
4
Citadel Advisors
Miami,
Florida
| $504K | -$5.11K | -166 | -1% |
|
|
GS
5
GTS Securities
New York
| $462K | -$321K | -10,419 | -42% |
|
|
WA
6
Waverly Advisors
Birmingham,
Alabama
| $202K | +$198K | +6,420 | New |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $9.47K | +$9.26K | +301 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$263K | -9,203 | Closed |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$10K | -344 | Closed |
|
MEDI Hedge Fund Activity: Q4 2025 in Review
7 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Harbor Health Care ETF (MEDI) for Q4 2025, worth a combined $11M — up 19% from $9.23M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MEDI positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Waverly Advisors, opening a new position worth an estimated $198K. The largest seller was GTS Securities, cutting an estimated $321K.
- 7 institutional investors held Harbor Health Care ETF (MEDI) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $11M of Harbor Health Care ETF stock for Q4 2025, up 19% quarter-over-quarter.
- 3 funds opened new Harbor Health Care ETF positions in Q4 2025 and 2 closed out, a net change of +1 holder.
- The largest Harbor Health Care ETF buyer in Q4 2025 was Waverly Advisors, an estimated $198K added.
- The largest Harbor Health Care ETF seller in Q4 2025 was GTS Securities, an estimated $321K sold.
Based on aggregated 13F filings for Q4 2025.