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Fidelity MSCI Real Estate Index ETF

202 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 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 51

50% more capital invested

Capital invested by funds: $515M → $774M (+$259M)

9.84% more ownership

Funds ownership: 47.72%57.56% (+9.8%)

5% less funds holding

Funds holding: 213202 (-11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
202
Holders Change
-11
Holders Change %
-5.16%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
17
Increased
93
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$5.71M -$342K -12,278 -5%
DAS
27
Dynamic Advisor Solutions
Arizona
$5.62M +$111K +3,989 +2%
AFTS
28
American Financial & Tax Strategies
New York
$5.38M -$30.7K -1,104 -0.5%
Morgan Stanley
29
Morgan Stanley
New York
$4.89M +$418K +15,017 +9%
TFP
30
Townsend Financial Planning
Kentucky
$4.61M +$85.9K +3,087 +2%
RA
31
RFG Advisory
Alabama
$4.32M +$225K +8,091 +5%
PWA
32
Physician Wealth Advisors
Utah
$4.3M -$8.24K -296 -0.2%
HighTower Advisors
33
HighTower Advisors
Illinois
$4.19M +$246K +8,830 +6%
Raymond James Financial
34
Raymond James Financial
Florida
$4.01M +$276K +9,910 +7%
UBS Group
35
UBS Group
Switzerland
$3.9M +$1.77M +63,594 +78%
EP
36
Essential Planning
New Hampshire
$3.63M +$31.7K +1,139 +0.9%
Financial Engines Advisors
37
Financial Engines Advisors
California
$3.62M +$46.1K +1,655 +1%
OWM
38
Opes Wealth Management
California
$3.6M +$142K +5,089 +4%
SPIA
39
Steward Partners Investment Advisory
New York
$3.4M +$256K +9,208 +8%
Mariner
40
Mariner
Kansas
$3.36M +$1.94M +69,519 +126%
PFG
41
Prospect Financial Group
Virginia
$3.15M +$118K +4,244 +4%
SWM
42
SigFig Wealth Management
California
$3.08M -$41.2K -1,480 -1%
ISWM
43
Independent Solutions Wealth Management
New York
$3.08M +$39.5K +1,418 +1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.81M -$184K -6,603 -6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.62M +$298K +10,692 +12%
PAS
46
Park Avenue Securities
New York
$2.49M -$211K -7,591 -8%
SC
47
Schoolcraft Capital
Colorado
$2.44M +$50.4K +1,809 +2%
LW
48
Livet Wealth
Utah
$2.35M +$133K +4,793 +6%
LPAM
49
Lodestar Private Asset Management
California
$2.2M +$142K +5,097 +7%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$2.13M +$992K +35,648 +82%