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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $494M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
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
JP Morgan Chase
76
JP Morgan Chase
New York
$940K
Bank of America
77
Bank of America
North Carolina
$904K
RK
78
Rather & Kittrell
Tennessee
$899K
ICMP
79
Integrated Capital Management (Pennsylvania)
Pennsylvania
$888K
CWMK
80
Caliber Wealth Management (Kansas)
Kansas
$880K
FPCP
81
Fort Point Capital Partners
California
$872K
IIC
82
Integrated Investment Consultants
Michigan
$862K
ECA
83
Elevated Capital Advisors
Utah
$827K
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$755K
BWG
85
Balanced Wealth Group
Ohio
$722K
Wells Fargo
86
Wells Fargo
California
$720K
NEPWA
87
New England Private Wealth Advisors
Massachusetts
$684K
GRP
88
Global Retirement Partners
California
$610K
FTS
89
Fifth Third Securities
Ohio
$590K
ASN
90
Advisory Services Network
Georgia
$579K
FWM
91
Fingerlakes Wealth Management
New York
$548K
PA
92
PFG Advisors
Arizona
$514K
IAG
93
Investmark Advisory Group
Connecticut
$513K
SS
94
Sunbelt Securities
Texas
$490K
LFG
95
Larson Financial Group
Missouri
$481K
CAM
96
Clarity Asset Management
Iowa
$480K
SSWM
97
Smith Salley Wealth Management
North Carolina
$464K
Citigroup
98
Citigroup
New York
$457K
SFG
99
Snider Financial Group
Washington
$447K
RSF
100
Rik Saylor Financial
Ohio
$405K