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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
Holders
213
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
BI
51
Beckerman Institutional
New Jersey
$1.76M
Stifel Financial
52
Stifel Financial
Missouri
$1.71M
FTS
53
Fifth Third Securities
Ohio
$1.7M
AMG
54
Asset Management Group
Connecticut
$1.68M
PHAM
55
Palisades Hudson Asset Management
Florida
$1.67M
BBW
56
Blue Barn Wealth
Utah
$1.65M
BWM
57
Birchcreek Wealth Management
Ohio
$1.51M
MGWM
58
Marks Group Wealth Management
Minnesota
$1.49M
Kovitz Investment Group Partners
59
Kovitz Investment Group Partners
Illinois
$1.49M
EBA
60
Eagle Bay Advisors
New York
$1.49M
Mariner
61
Mariner
Kansas
$1.48M
SIA
62
Soltis Investment Advisors
Utah
$1.46M
BFA
63
Beaumont Financial Advisors
Massachusetts
$1.43M
TIM
64
Tortoise Investment Management
New York
$1.38M
FFA
65
Farther Finance Advisors
California
$1.36M
HAG
66
HF Advisory Group
Maryland
$1.31M
AI
67
Atria Investments
North Carolina
$1.31M
SWGC
68
Summit Wealth Group (Colorado)
Colorado
$1.22M
KAS
69
Kestra Advisory Services
Texas
$1.21M
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.17M
2WWM
71
21 West Wealth Management
California
$1.17M
LPP
72
Life Planning Partners
Florida
$1.12M
Bank of America
73
Bank of America
North Carolina
$1.09M
SMC
74
Smith, Moore & Co
Missouri
$1.08M
Wells Fargo
75
Wells Fargo
California
$1.07M