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Fidelity MSCI Real Estate Index ETF

209 hedge funds and large institutions have $441M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
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
Morgan Stanley
26
Morgan Stanley
New York
$4.16M
DWM
27
Diversify Wealth Management
Utah
$4.07M
HighTower Advisors
28
HighTower Advisors
Illinois
$3.93M
RA
29
RFG Advisory
Alabama
$3.71M
EP
30
Essential Planning
New Hampshire
$3.56M
Financial Engines Advisors
31
Financial Engines Advisors
California
$3.3M
BBW
32
Blue Barn Wealth
Utah
$3.27M
OWM
33
Opes Wealth Management
California
$3.26M
ISWM
34
Independent Solutions Wealth Management
New York
$3.12M
Raymond James Financial
35
Raymond James Financial
Florida
$3.03M
SPIA
36
Steward Partners Investment Advisory
New York
$2.86M
SWM
37
SigFig Wealth Management
California
$2.84M
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$2.77M
PFG
39
Prospect Financial Group
Virginia
$2.76M
UBS Group
40
UBS Group
Switzerland
$2.66M
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.57M
SC
42
Schoolcraft Capital
Colorado
$2.47M
SC
43
Soundwatch Capital
Connecticut
$2.24M
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.02M
CWM
45
Congress Wealth Management
Massachusetts
$1.96M
LPAM
46
Lodestar Private Asset Management
California
$1.94M
S
47
Sachetta
Massachusetts
$1.86M
NL
48
NWAM LLC
Washington
$1.77M
Stifel Financial
49
Stifel Financial
Missouri
$1.75M
AMG
50
Asset Management Group
Connecticut
$1.75M