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Fidelity MSCI Real Estate Index ETF

209 hedge funds and large institutions have $495M 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, 54 reducing their positions, and 15 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
FNC
51
First National Corp
Massachusetts
$1.73M
PHAM
52
Palisades Hudson Asset Management
Florida
$1.71M
DAS
53
Diversify Advisory Services
Utah
$1.7M
Ameriprise
54
Ameriprise
Minnesota
$1.7M
BI
55
Beckerman Institutional
New Jersey
$1.64M
MGWM
56
Marks Group Wealth Management
Minnesota
$1.55M
SIA
57
Soltis Investment Advisors
Utah
$1.5M
BFA
58
Beaumont Financial Advisors
Massachusetts
$1.48M
EBA
59
Eagle Bay Advisors
New York
$1.44M
RW
60
Rede Wealth
Virginia
$1.44M
BWM
61
Birchcreek Wealth Management
Ohio
$1.43M
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$1.36M
TIM
63
Tortoise Investment Management
New York
$1.36M
HAG
64
HF Advisory Group
Maryland
$1.3M
KAS
65
Kestra Advisory Services
Texas
$1.28M
FFA
66
Farther Finance Advisors
California
$1.24M
Mariner
67
Mariner
Kansas
$1.23M
AI
68
Atria Investments
North Carolina
$1.2M
LPP
69
Life Planning Partners
Florida
$1.18M
2WWM
70
21 West Wealth Management
California
$1.17M
SMC
71
Smith, Moore & Co
Missouri
$1.12M
JWCA
72
J.W. Cole Advisors
Florida
$1.08M
FSC
73
Full Sail Capital
Oklahoma
$1.07M
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$1.05M
PAS
75
PKS Advisory Services
New York
$976K