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Fidelity MSCI Real Estate Index ETF

202 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 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 51

50% more capital invested

Capital invested by funds: $515M → $774M (+$259M)

9.84% more ownership

Funds ownership: 47.72%57.56% (+9.8%)

5% less funds holding

Funds holding: 213202 (-11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
202
Holders Change
-11
Holders Change %
-5.16%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
17
Increased
93
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
76
Glass Jacobson Investment Advisors
Maryland
$938K -$529 -19 -0.1%
PAS
77
PKS Advisory Services
New York
$918K +$10.6K +382 +1%
RK
78
Rather & Kittrell
Tennessee
$904K +$1.25K +45 +0.1%
JP Morgan Chase
79
JP Morgan Chase
New York
$876K -$88.4K -3,174 -9%
Citadel Advisors
80
Citadel Advisors
Florida
$864K +$894K +32,100 New
NWA
81
Northwest Wealth Advisors
Washington
$844K +$158K +5,692 +22%
ICMP
82
Integrated Capital Management (Pennsylvania)
Pennsylvania
$841K -$34K -1,223 -4%
IIC
83
Integrated Investment Consultants
Michigan
$834K
FPCP
84
Fort Point Capital Partners
California
$805K -$11.1K -398 -1%
SS
85
Sunbelt Securities
Texas
$802K +$355K +12,747 +75%
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$784K +$157K +5,643 +24%
TRCT
87
Tower Research Capital (TRC)
New York
$758K +$107K +3,827 +16%
BWG
88
Balanced Wealth Group
Ohio
$757K +$38.2K +1,372 +5%
Jane Street
89
Jane Street
New York
$724K +$749K +26,918 New
Wells Fargo
90
Wells Fargo
California
$714K -$367K -13,172 -33%
GIA
91
Gladstone Institutional Advisory
Florida
$677K +$174K +6,235 +33%
NEPWA
92
New England Private Wealth Advisors
Massachusetts
$674K +$6.43K +231 +0.9%
IA
93
IFP Advisors
Florida
$671K -$10.4K -375 -1%
FWM
94
Fingerlakes Wealth Management
New York
$648K +$71.8K +2,578 +12%
Citigroup
95
Citigroup
New York
$644K +$196K +7,043 +42%
GGS
96
Galvin Gaustad & Stein
Arizona
$535K +$2.53K +91 +0.5%
LFG
97
Larson Financial Group
Missouri
$525K +$33K +1,187 +6%
IAG
98
Investmark Advisory Group
Connecticut
$520K +$16.9K +606 +3%
ASN
99
Advisory Services Network
Georgia
$462K -$11.4K -410 -2%
SSWM
100
Smith Salley Wealth Management
North Carolina
$454K +$4.71K +169 +1%