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Fidelity MSCI Real Estate Index ETF

201 hedge funds and large institutions have $774M invested in Fidelity MSCI Real Estate Index ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
201
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
GJIA
76
Glass Jacobson Investment Advisors
Maryland
$938K
PAS
77
PKS Advisory Services
New York
$918K
RK
78
Rather & Kittrell
Tennessee
$904K
JP Morgan Chase
79
JP Morgan Chase
New York
$876K
Citadel Advisors
80
Citadel Advisors
Florida
$864K
NWA
81
Northwest Wealth Advisors
Washington
$844K
ICMP
82
Integrated Capital Management (Pennsylvania)
Pennsylvania
$841K
IIC
83
Integrated Investment Consultants
Michigan
$834K
FPCP
84
Fort Point Capital Partners
California
$805K
SS
85
Sunbelt Securities
Texas
$802K
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$784K
TRCT
87
Tower Research Capital (TRC)
New York
$758K
BWG
88
Balanced Wealth Group
Ohio
$757K
Jane Street
89
Jane Street
New York
$724K
Wells Fargo
90
Wells Fargo
California
$714K
GIA
91
Gladstone Institutional Advisory
Florida
$677K
NEPWA
92
New England Private Wealth Advisors
Massachusetts
$674K
IA
93
IFP Advisors
Florida
$671K
FWM
94
Fingerlakes Wealth Management
New York
$648K
Citigroup
95
Citigroup
New York
$644K
GGS
96
Galvin Gaustad & Stein
Arizona
$535K
LFG
97
Larson Financial Group
Missouri
$525K
IAG
98
Investmark Advisory Group
Connecticut
$520K
ASN
99
Advisory Services Network
Georgia
$462K
SSWM
100
Smith Salley Wealth Management
North Carolina
$454K