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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
JP Morgan Chase
76
JP Morgan Chase
New York
$940K -$638K -23,170 -41%
Bank of America
77
Bank of America
North Carolina
$904K -$259K -9,421 -22%
RK
78
Rather & Kittrell
Tennessee
$899K +$303 +11 +0%
ICMP
79
Integrated Capital Management (Pennsylvania)
Pennsylvania
$888K +$879K +31,919 New
CWMK
80
Caliber Wealth Management (Kansas)
Kansas
$880K -$453K -16,437 -34%
FPCP
81
Fort Point Capital Partners
California
$872K -$4.24K -154 -0.5%
IIC
82
Integrated Investment Consultants
Michigan
$862K
ECA
83
Elevated Capital Advisors
Utah
$827K +$179K +6,506 +28%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$755K -$638K -23,188 -46%
BWG
85
Balanced Wealth Group
Ohio
$722K
Wells Fargo
86
Wells Fargo
California
$720K +$2.31K +84 +0.3%
IA
87
IFP Advisors
Florida
$716K +$1.96K +71 +0.3%
NEPWA
88
New England Private Wealth Advisors
Massachusetts
$684K +$677K +24,602 New
GRP
89
Global Retirement Partners
California
$610K +$178K +6,469 +42%
FTS
90
Fifth Third Securities
Ohio
$590K +$584K +21,215 New
ASN
91
Advisory Services Network
Georgia
$579K -$11.9K -432 -2%
FWM
92
Fingerlakes Wealth Management
New York
$548K +$75.4K +2,737 +16%
PA
93
PFG Advisors
Arizona
$514K +$508K +18,465 New
IAG
94
Investmark Advisory Group
Connecticut
$513K -$18.6K -677 -4%
SS
95
Sunbelt Securities
Texas
$490K +$122K +4,421 +34%
LFG
96
Larson Financial Group
Missouri
$481K +$78.8K +2,862 +20%
CAM
97
Clarity Asset Management
Iowa
$480K +$43.4K +1,577 +10%
SSWM
98
Smith Salley Wealth Management
North Carolina
$464K +$1.57K +57 +0.3%
Citigroup
99
Citigroup
New York
$457K -$14.6K -530 -3%
SFG
100
Snider Financial Group
Washington
$447K -$11.9K -431 -3%