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Fidelity MSCI Real Estate Index ETF

201 hedge funds and large institutions have $774M invested in Fidelity MSCI Real Estate Index ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
201
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
Creative Planning
26
Creative Planning
Kansas
$5.71M
DAS
27
Dynamic Advisor Solutions
Arizona
$5.62M
AFTS
28
American Financial & Tax Strategies
New York
$5.38M
Morgan Stanley
29
Morgan Stanley
New York
$4.89M
TFP
30
Townsend Financial Planning
Kentucky
$4.61M
RA
31
RFG Advisory
Alabama
$4.32M
PWA
32
Physician Wealth Advisors
Utah
$4.3M
HighTower Advisors
33
HighTower Advisors
Illinois
$4.19M
Raymond James Financial
34
Raymond James Financial
Florida
$4.01M
UBS Group
35
UBS Group
Switzerland
$3.9M
EP
36
Essential Planning
New Hampshire
$3.63M
Financial Engines Advisors
37
Financial Engines Advisors
California
$3.62M
OWM
38
Opes Wealth Management
California
$3.6M
SPIA
39
Steward Partners Investment Advisory
New York
$3.4M
Mariner
40
Mariner
Kansas
$3.36M
PFG
41
Prospect Financial Group
Virginia
$3.15M
SWM
42
SigFig Wealth Management
California
$3.08M
ISWM
43
Independent Solutions Wealth Management
New York
$3.08M
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.81M
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.62M
PAS
46
Park Avenue Securities
New York
$2.49M
SC
47
Schoolcraft Capital
Colorado
$2.44M
LW
48
Livet Wealth
Utah
$2.35M
LPAM
49
Lodestar Private Asset Management
California
$2.2M
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$2.13M