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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

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 210213 (+3)

1.18% more ownership

Funds ownership: 46.54%47.72% (+1.2%)

4% more capital invested

Capital invested by funds: $496M → $515M (+$19.3M)

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
32
Increased
97
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
76
Elevated Capital Advisors
Utah
$1.06M +$261K +9,550 +32%
JWCA
77
J.W. Cole Advisors
Florida
$1.05M +$2.16K +79 +0.2%
M1FG
78
Mach-1 Financial Group
Arkansas
$1.04M +$1.05M +38,585 New
PAG
79
Private Advisor Group
New Jersey
$974K +$989K +36,239 New
JP Morgan Chase
80
JP Morgan Chase
New York
$974K +$65.6K +2,402 +7%
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$938K -$77.8K -2,851 -8%
PAS
82
PKS Advisory Services
New York
$907K -$36.8K -1,349 -4%
RK
83
Rather & Kittrell
Tennessee
$902K +$34.1K +1,250 +4%
ICMP
84
Integrated Capital Management (Pennsylvania)
Pennsylvania
$874K +$15.5K +568 +2%
FPCP
85
Fort Point Capital Partners
California
$843K -$28K -1,026 -3%
IIC
86
Integrated Investment Consultants
Michigan
$834K
BWG
87
Balanced Wealth Group
Ohio
$744K +$5.95K +218 +0.8%
NWA
88
Northwest Wealth Advisors
Washington
$690K +$701K +25,669 New
IA
89
IFP Advisors
Florida
$680K -$12.1K -444 -2%
NEPWA
90
New England Private Wealth Advisors
Massachusetts
$667K +$5.43K +199 +0.8%
TRCT
91
Tower Research Capital (TRC)
New York
$655K +$664K +24,345 New
AFG
92
Atomi Financial Group
New York
$649K +$659K +24,138 New
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$632K +$614K +22,508 +2,294%
GRP
94
Global Retirement Partners
California
$628K +$39.2K +1,436 +7%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$601K -$132K -4,826 -18%
FWM
96
Fingerlakes Wealth Management
New York
$578K +$48.5K +1,776 +9%
GGS
97
Galvin Gaustad & Stein
Arizona
$532K +$284K +10,398 +111%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$514K +$223K +8,153 +74%
GIA
99
Gladstone Institutional Advisory
Florida
$509K +$225K +8,232 +77%
IAG
100
Investmark Advisory Group
Connecticut
$503K +$6.85K +251 +1%