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Fidelity MSCI Real Estate Index ETF
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Overview Fund Activity

208 hedge funds and large institutions have $641M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
83
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$227M
2
DFG
2
Demars Financial Group
Washington
$11.7M
3
AWM
3
AE Wealth Management
Kansas
$24.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.3M
5
FPCP
5
Fort Point Capital Partners
California
$2.45M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
GGS
2
Galvin Gaustad & Stein
Arizona
$322K
3
WA
3
Win Advisors
Florida
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
26
Financial Engines Advisors
California
$3.8M -$203K -7,519 -5%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.77M +$99.4K +3,678 +3%
Morgan Stanley
28
Morgan Stanley
New York
$3.73M +$341K +12,617 +10%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.64M +$1.13M +41,947 +45%
DWM
30
Diversify Wealth Management
Utah
$3.48M -$369K -14,202 -10%
RA
31
RFG Advisory
Alabama
$3.48M -$4.43K -164 -0.1%
SC
32
Schoolcraft Capital
Colorado
$3.26M -$73.5K -2,719 -2%
Raymond James Financial
33
Raymond James Financial
Florida
$3.12M +$3.12M +115,417 New
ISWM
34
Independent Solutions Wealth Management
New York
$3.05M -$872K -32,290 -22%
BBW
35
Blue Barn Wealth
Utah
$2.99M +$179K +6,613 +6%
SWM
36
SigFig Wealth Management
California
$2.89M +$29.9K +1,116 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.85M +$97.7K +3,617 +4%
OWM
38
Opes Wealth Management
California
$2.84M +$3.03K +112 +0.1%
PFG
39
Prospect Financial Group
Virginia
$2.67M +$2.67M +98,804 New
UBS Group
40
UBS Group
Switzerland
$2.66M +$526K +19,454 +25%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.48M +$329K +12,169 +15%
FPCP
42
Fort Point Capital Partners
California
$2.45M +$2.45M +90,642 New
HCA
43
Heck Capital Advisors
Wisconsin
$2.42M -$44.7K -1,654 -2%
SIA
44
Soltis Investment Advisors
Utah
$2.13M +$730 +27 +0%
Stifel Financial
45
Stifel Financial
Missouri
$2.13M -$25.1K -929 -1%
FAM
46
Forte Asset Management
New York
$2.05M +$169K +6,263 +9%
AMG
47
Asset Management Group
Connecticut
$1.84M -$120K -4,448 -6%
LPAM
48
Lodestar Private Asset Management
California
$1.79M +$22.5K +834 +1%
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$1.78M +$541K +19,953 +43%
S
50
Sachetta
Massachusetts
$1.77M +$113K +4,175 +7%
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