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Fidelity MSCI Real Estate Index ETF

211 hedge funds and large institutions have $508M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
Stifel Financial
51
Stifel Financial
Missouri
$1.71M
FTS
52
Fifth Third Securities
Ohio
$1.7M
AMG
53
Asset Management Group
Connecticut
$1.68M
PHAM
54
Palisades Hudson Asset Management
Florida
$1.67M
BBW
55
Blue Barn Wealth
Utah
$1.65M
BWM
56
Birchcreek Wealth Management
Ohio
$1.51M
MGWM
57
Marks Group Wealth Management
Minnesota
$1.49M
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$1.49M
EBA
59
Eagle Bay Advisors
New York
$1.49M
Mariner
60
Mariner
Kansas
$1.48M
SIA
61
Soltis Investment Advisors
Utah
$1.46M
BFA
62
Beaumont Financial Advisors
Massachusetts
$1.43M
TIM
63
Tortoise Investment Management
New York
$1.38M
FFA
64
Farther Finance Advisors
California
$1.36M
HAG
65
HF Advisory Group
Maryland
$1.31M
AI
66
Atria Investments
North Carolina
$1.31M
SWGC
67
Summit Wealth Group (Colorado)
Colorado
$1.22M
KAS
68
Kestra Advisory Services
Texas
$1.21M
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$1.17M
2WWM
70
21 West Wealth Management
California
$1.17M
LPP
71
Life Planning Partners
Florida
$1.12M
Bank of America
72
Bank of America
North Carolina
$1.09M
SMC
73
Smith, Moore & Co
Missouri
$1.08M
Wells Fargo
74
Wells Fargo
California
$1.07M
ECA
75
Elevated Capital Advisors
Utah
$1.06M