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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
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
$1.67M
MGWM
52
Marks Group Wealth Management
Minnesota
$1.66M
PHAM
53
Palisades Hudson Asset Management
Florida
$1.65M
SIA
54
Soltis Investment Advisors
Utah
$1.56M
Ameriprise
55
Ameriprise
Minnesota
$1.55M
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.54M
AWS
57
Atria Wealth Solutions
New York
$1.52M
EBA
58
Eagle Bay Advisors
New York
$1.48M
KAS
59
Kestra Advisory Services
Texas
$1.43M
TIM
60
Tortoise Investment Management
New York
$1.39M
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.36M
DAS
62
Diversify Advisory Services
Utah
$1.35M
BI
63
Beckerman Institutional
New Jersey
$1.35M
CWMK
64
Caliber Wealth Management (Kansas)
Kansas
$1.3M
SWGC
65
Summit Wealth Group (Colorado)
Colorado
$1.23M
FSC
66
Full Sail Capital
Oklahoma
$1.22M
BWM
67
Birchcreek Wealth Management
Ohio
$1.2M
HAG
68
HF Advisory Group
Maryland
$1.17M
Mariner
69
Mariner
Kansas
$1.17M
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.15M
LPP
71
Life Planning Partners
Florida
$1.14M
Bank of America
72
Bank of America
North Carolina
$1.13M
FFA
73
Farther Finance Advisors
California
$1.12M
2WWM
74
21 West Wealth Management
California
$1.08M
AI
75
Atria Investments
North Carolina
$1.08M