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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Diversify Wealth Management
Utah
$4.07M
HighTower Advisors
27
HighTower Advisors
Illinois
$3.93M
RA
28
RFG Advisory
Alabama
$3.71M
EP
29
Essential Planning
New Hampshire
$3.56M
Financial Engines Advisors
30
Financial Engines Advisors
California
$3.3M
BBW
31
Blue Barn Wealth
Utah
$3.27M
OWM
32
Opes Wealth Management
California
$3.26M
ISWM
33
Independent Solutions Wealth Management
New York
$3.12M
Raymond James Financial
34
Raymond James Financial
Florida
$3.03M
SPIA
35
Steward Partners Investment Advisory
New York
$2.86M
SWM
36
SigFig Wealth Management
California
$2.84M
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$2.77M
PFG
38
Prospect Financial Group
Virginia
$2.76M
UBS Group
39
UBS Group
Switzerland
$2.66M
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.57M
SC
41
Schoolcraft Capital
Colorado
$2.47M
SC
42
Soundwatch Capital
Connecticut
$2.24M
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.02M
CWM
44
Congress Wealth Management
Massachusetts
$1.96M
LPAM
45
Lodestar Private Asset Management
California
$1.94M
S
46
Sachetta
Massachusetts
$1.86M
NL
47
NWAM LLC
Washington
$1.77M
Stifel Financial
48
Stifel Financial
Missouri
$1.75M
AMG
49
Asset Management Group
Connecticut
$1.75M
BFA
50
Beaumont Financial Advisors
Massachusetts
$1.71M