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Fidelity MSCI Real Estate Index ETF

210 hedge funds and large institutions have $496M 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, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 55

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $441M → $496M (+$54.8M)

4.84% more ownership

Funds ownership: 41.7%46.54% (+4.8%)

0% more funds holding

Funds holding: 209210 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
210
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
97
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNC
51
First National Corp
Massachusetts
$1.73M +$13.3K +482 +0.8%
PHAM
52
Palisades Hudson Asset Management
Florida
$1.71M +$12.5K +453 +0.7%
DAS
53
Diversify Advisory Services
Utah
$1.7M +$352K +12,782 +26%
Ameriprise
54
Ameriprise
Minnesota
$1.7M +$38.1K +1,385 +2%
BI
55
Beckerman Institutional
New Jersey
$1.64M +$249K +9,026 +18%
MGWM
56
Marks Group Wealth Management
Minnesota
$1.55M -$163K -5,919 -10%
SIA
57
Soltis Investment Advisors
Utah
$1.5M -$96.9K -3,520 -6%
BFA
58
Beaumont Financial Advisors
Massachusetts
$1.48M -$275K -9,987 -16%
EBA
59
Eagle Bay Advisors
New York
$1.44M -$79.2K -2,875 -5%
RW
60
Rede Wealth
Virginia
$1.44M +$1.43M +51,758 New
BWM
61
Birchcreek Wealth Management
Ohio
$1.43M +$197K +7,151 +16%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$1.36M +$1.34M +48,827 New
TIM
63
Tortoise Investment Management
New York
$1.36M -$68.8K -2,500 -5%
HAG
64
HF Advisory Group
Maryland
$1.3M +$94K +3,413 +8%
KAS
65
Kestra Advisory Services
Texas
$1.28M -$190K -6,903 -13%
FFA
66
Farther Finance Advisors
California
$1.24M +$88K +3,195 +8%
Mariner
67
Mariner
Kansas
$1.23M +$27.8K +1,008 +2%
AI
68
Atria Investments
North Carolina
$1.2M +$93.2K +3,384 +8%
LPP
69
Life Planning Partners
Florida
$1.18M +$3.28K +119 +0.3%
2WWM
70
21 West Wealth Management
California
$1.17M +$62.4K +2,266 +6%
SMC
71
Smith, Moore & Co
Missouri
$1.12M +$95.9K +3,484 +9%
JWCA
72
J.W. Cole Advisors
Florida
$1.08M +$6.63K +241 +0.6%
FSC
73
Full Sail Capital
Oklahoma
$1.07M -$182K -6,594 -15%
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$1.05M -$28K -1,017 -3%
PAS
75
PKS Advisory Services
New York
$976K +$11K +398 +1%