We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

213 hedge funds and large institutions have $515M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 210213 (+3)

1.18% more ownership

Funds ownership: 46.54%47.72% (+1.2%)

4% more capital invested

Capital invested by funds: $496M → $515M (+$19.3M)

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
32
Increased
97
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFTS
26
American Financial & Tax Strategies
New York
$5.4M +$50.7K +1,856 +0.9%
TFP
27
Townsend Financial Planning
Kentucky
$4.52M +$4.59M +168,246 New
Morgan Stanley
28
Morgan Stanley
New York
$4.48M +$226K +8,270 +5%
PWA
29
Physician Wealth Advisors
Utah
$4.31M -$248K -9,074 -5%
RA
30
RFG Advisory
Alabama
$4.1M +$348K +12,768 +9%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.95M +$53.1K +1,944 +1%
Raymond James Financial
32
Raymond James Financial
Florida
$3.74M +$89.1K +3,263 +2%
EP
33
Essential Planning
New Hampshire
$3.6M +$49.3K +1,808 +1%
Financial Engines Advisors
34
Financial Engines Advisors
California
$3.57M +$68K +2,492 +2%
OWM
35
Opes Wealth Management
California
$3.46M +$120K +4,408 +4%
SPIA
36
Steward Partners Investment Advisory
New York
$3.14M +$24.8K +910 +0.8%
SWM
37
SigFig Wealth Management
California
$3.13M +$279K +10,225 +10%
ISWM
38
Independent Solutions Wealth Management
New York
$3.04M -$82.6K -3,028 -3%
PFG
39
Prospect Financial Group
Virginia
$3.03M +$150K +5,479 +5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.99M +$986K +36,144 +48%
PAS
41
Park Avenue Securities
New York
$2.69M +$35.9K +1,317 +1%
SC
42
Schoolcraft Capital
Colorado
$2.39M +$120K +4,391 +5%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.33M +$113K +4,126 +5%
LW
44
Livet Wealth
Utah
$2.22M +$2.25M +82,409 New
UBS Group
45
UBS Group
Switzerland
$2.19M -$523K -19,152 -19%
LPAM
46
Lodestar Private Asset Management
California
$2.06M +$45.7K +1,675 +2%
DAS
47
Diversify Advisory Services
Utah
$2.04M +$260K +9,520 +15%
NL
48
NWAM LLC
Washington
$1.93M +$95.2K +3,489 +5%
S
49
Sachetta
Massachusetts
$1.89M +$86.2K +3,157 +5%
Ameriprise
50
Ameriprise
Minnesota
$1.83M +$198K +7,246 +12%