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Fidelity MSCI Real Estate Index ETF

210 hedge funds and large institutions have $496M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 97 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 55

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $441M → $496M (+$54.8M)

4.84% more ownership

Funds ownership: 41.7%46.54% (+4.8%)

0% more funds holding

Funds holding: 209210 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
210
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
97
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$4.4M +$129K +4,677 +3%
DWM
27
Diversify Wealth Management
Utah
$4.25M +$172K +6,245 +4%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$4.17M +$4.13M +150,004 +3,750,100%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.03M -$5.95K -216 -0.1%
RA
30
RFG Advisory
Alabama
$3.89M +$76.2K +2,766 +2%
Raymond James Financial
31
Raymond James Financial
Florida
$3.78M +$656K +23,829 +21%
EP
32
Essential Planning
New Hampshire
$3.67M +$12.9K +470 +0.4%
BBW
33
Blue Barn Wealth
Utah
$3.62M +$263K +9,553 +8%
Financial Engines Advisors
34
Financial Engines Advisors
California
$3.62M +$223K +8,109 +7%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$3.54M +$689K +25,020 +24%
OWM
36
Opes Wealth Management
California
$3.46M +$98.5K +3,579 +3%
SPIA
37
Steward Partners Investment Advisory
New York
$3.23M +$280K +10,152 +10%
ISWM
38
Independent Solutions Wealth Management
New York
$3.22M +$11.1K +404 +0.3%
PFG
39
Prospect Financial Group
Virginia
$2.98M +$141K +5,118 +5%
SWM
40
SigFig Wealth Management
California
$2.93M +$3.08K +112 +0.1%
UBS Group
41
UBS Group
Switzerland
$2.8M +$63K +2,287 +2%
PAS
42
Park Avenue Securities
New York
$2.75M +$2.5M +90,673 +1,115%
SC
43
Schoolcraft Capital
Colorado
$2.35M -$192K -6,980 -8%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.29M +$216K +7,856 +11%
LPAM
45
Lodestar Private Asset Management
California
$2.08M +$86.8K +3,153 +4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2.08M -$558K -20,253 -21%
S
47
Sachetta
Massachusetts
$1.87M -$37.2K -1,351 -2%
NL
48
NWAM LLC
Washington
$1.86M +$63.1K +2,291 +4%
AMG
49
Asset Management Group
Connecticut
$1.8M -$275 -10 -0%
Stifel Financial
50
Stifel Financial
Missouri
$1.79M -$18.8K -682 -1%