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Fidelity MSCI Real Estate Index ETF

209 hedge funds and large institutions have $441M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 13 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
BFA
51
Beaumont Financial Advisors
Massachusetts
$1.71M
FNC
52
First National Corp
Massachusetts
$1.67M
MGWM
53
Marks Group Wealth Management
Minnesota
$1.66M
PHAM
54
Palisades Hudson Asset Management
Florida
$1.65M
SIA
55
Soltis Investment Advisors
Utah
$1.56M
Ameriprise
56
Ameriprise
Minnesota
$1.55M
JP Morgan Chase
57
JP Morgan Chase
New York
$1.54M
AWS
58
Atria Wealth Solutions
New York
$1.52M
EBA
59
Eagle Bay Advisors
New York
$1.48M
KAS
60
Kestra Advisory Services
Texas
$1.43M
TIM
61
Tortoise Investment Management
New York
$1.39M
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.36M
DAS
63
Diversify Advisory Services
Utah
$1.35M
BI
64
Beckerman Institutional
New Jersey
$1.35M
CWMK
65
Caliber Wealth Management (Kansas)
Kansas
$1.3M
SWGC
66
Summit Wealth Group (Colorado)
Colorado
$1.23M
FSC
67
Full Sail Capital
Oklahoma
$1.22M
BWM
68
Birchcreek Wealth Management
Ohio
$1.2M
HAG
69
HF Advisory Group
Maryland
$1.17M
Mariner
70
Mariner
Kansas
$1.17M
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$1.15M
LPP
72
Life Planning Partners
Florida
$1.14M
Bank of America
73
Bank of America
North Carolina
$1.13M
FFA
74
Farther Finance Advisors
California
$1.12M
2WWM
75
21 West Wealth Management
California
$1.08M