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Fidelity MSCI Real Estate Index ETF

213 hedge funds and large institutions have $515M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 210213 (+3)

1.18% more ownership

Funds ownership: 46.54%47.72% (+1.2%)

4% more capital invested

Capital invested by funds: $496M → $515M (+$19.3M)

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
32
Increased
97
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
51
Beckerman Institutional
New Jersey
$1.76M +$176K +6,453 +11%
Stifel Financial
52
Stifel Financial
Missouri
$1.71M -$17.8K -653 -1%
FTS
53
Fifth Third Securities
Ohio
$1.7M +$1.14M +41,825 +197%
AMG
54
Asset Management Group
Connecticut
$1.68M -$62.8K -2,301 -4%
PHAM
55
Palisades Hudson Asset Management
Florida
$1.67M +$15.4K +563 +0.9%
BBW
56
Blue Barn Wealth
Utah
$1.65M -$1.88M -68,953 -53%
BWM
57
Birchcreek Wealth Management
Ohio
$1.51M +$130K +4,781 +9%
MGWM
58
Marks Group Wealth Management
Minnesota
$1.49M
Kovitz Investment Group Partners
59
Kovitz Investment Group Partners
Illinois
$1.49M -$1.96M -71,794 -56%
EBA
60
Eagle Bay Advisors
New York
$1.49M +$95.5K +3,501 +7%
Mariner
61
Mariner
Kansas
$1.48M +$299K +10,967 +25%
SIA
62
Soltis Investment Advisors
Utah
$1.46M +$4.75K +174 +0.3%
BFA
63
Beaumont Financial Advisors
Massachusetts
$1.43M +$4.01K +147 +0.3%
TIM
64
Tortoise Investment Management
New York
$1.38M +$71.5K +2,620 +5%
FFA
65
Farther Finance Advisors
California
$1.36M +$161K +5,885 +13%
HAG
66
HF Advisory Group
Maryland
$1.31M +$58.8K +2,154 +5%
AI
67
Atria Investments
North Carolina
$1.31M +$147K +5,371 +12%
SWGC
68
Summit Wealth Group (Colorado)
Colorado
$1.22M +$1.24M +45,500 New
KAS
69
Kestra Advisory Services
Texas
$1.21M -$35.6K -1,303 -3%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.17M -$145K -5,315 -11%
2WWM
71
21 West Wealth Management
California
$1.17M +$33.8K +1,239 +3%
LPP
72
Life Planning Partners
Florida
$1.12M -$20.7K -758 -2%
Bank of America
73
Bank of America
North Carolina
$1.09M +$215K +7,882 +24%
SMC
74
Smith, Moore & Co
Missouri
$1.08M
Wells Fargo
75
Wells Fargo
California
$1.07M +$377K +13,813 +53%