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Fidelity MSCI Real Estate Index ETF

201 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 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
201
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
NL
51
NWAM LLC
Washington
$2.06M
S
52
Sachetta
Massachusetts
$2M
Stifel Financial
53
Stifel Financial
Missouri
$1.97M
BI
54
Beckerman Institutional
New Jersey
$1.89M
FTS
55
Fifth Third Securities
Ohio
$1.75M
PHAM
56
Palisades Hudson Asset Management
Florida
$1.69M
AMG
57
Asset Management Group
Connecticut
$1.69M
BFA
58
Beaumont Financial Advisors
Massachusetts
$1.64M
TIM
59
Tortoise Investment Management
New York
$1.57M
FFA
60
Farther Finance Advisors
California
$1.56M
BWM
61
Birchcreek Wealth Management
Ohio
$1.54M
MGWM
62
Marks Group Wealth Management
Minnesota
$1.5M
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.49M
SAI
64
Savvy Advisors Inc
New York
$1.48M
SIA
65
Soltis Investment Advisors
Utah
$1.47M
EBA
66
Eagle Bay Advisors
New York
$1.47M
SWGC
67
Summit Wealth Group (Colorado)
Colorado
$1.46M
HAG
68
HF Advisory Group
Maryland
$1.45M
Ameriprise
69
Ameriprise
Minnesota
$1.3M
AI
70
Atria Investments
North Carolina
$1.29M
KAS
71
Kestra Advisory Services
Texas
$1.28M
2WWM
72
21 West Wealth Management
California
$1.2M
LPP
73
Life Planning Partners
Florida
$1.1M
SMC
74
Smith, Moore & Co
Missouri
$1.08M
PAG
75
Private Advisor Group
New Jersey
$970K