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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 13 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
EWA
101
EP Wealth Advisors
California
$407K
MWM
102
Mission Wealth Management
California
$397K
LFG
103
Larson Financial Group
Missouri
$390K
KP
104
Keel Point
Alabama
$390K
AFP
105
Ausdal Financial Partners
Iowa
$389K
BCM
106
Brookstone Capital Management
Illinois
$369K
SS
107
Sunbelt Securities
Texas
$357K
PWM
108
Penobscot Wealth Management
Maine
$355K
VWM
109
Venturi Wealth Management
Texas
$353K
TAP
110
Tounjian Advisory Partners
Florida
$329K
LA
111
Lynch & Associates
Indiana
$324K
IFA
112
Independence Financial Advisors
New Hampshire
$307K
MWM
113
Modera Wealth Management
New Jersey
$305K
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$301K
Bank of New York Mellon
115
Bank of New York Mellon
New York
$284K
DI
116
Disciplined Investments
Oklahoma
$281K
SPC
117
Sigma Planning Corp
Michigan
$280K
DFG
118
Demars Financial Group
Washington
$269K
FM
119
Foster & Motley
Ohio
$268K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$266K
AF
121
Apexium Financial
Texas
$264K
NFP
122
NorthLanding Financial Partners
New York
$263K
Corient Private Wealth
123
Corient Private Wealth
Florida
$258K
RSWM
124
Robertson Stephens Wealth Management
California
$255K
SCA
125
STALEY CAPITAL ADVISERS
Pennsylvania
$254K