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Fidelity MSCI Real Estate Index ETF

201 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 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
201
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
CIAS
101
Capital Investment Advisory Services
North Carolina
$445K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$412K
RSWM
103
Robertson Stephens Wealth Management
California
$409K
RSF
104
Rik Saylor Financial
Ohio
$394K
AFP
105
Ausdal Financial Partners
Iowa
$378K
DI
106
Disciplined Investments
Oklahoma
$376K
AFG
107
Atomi Financial Group
New York
$367K
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$357K
KP
109
Keel Point
Alabama
$356K
LA
110
Lynch & Associates
Indiana
$341K
BCM
111
Brookstone Capital Management
Illinois
$338K
TIM
112
Thompson Investment Management
Wisconsin
$311K
CWM
113
Clearview Wealth Management
California
$309K
IFA
114
Independence Financial Advisors
New Hampshire
$305K
PWM
115
Penobscot Wealth Management
Maine
$304K
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$303K
MWM
117
Modera Wealth Management
New Jersey
$303K
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$300K
UCFA
119
United Capital Financial Advisors
Texas
$289K
MWM
120
Mission Wealth Management
California
$287K
CFG
121
Cornerstone Financial Group
Nebraska
$255K
PA
122
PFG Advisors
Arizona
$250K
NFP
123
NorthLanding Financial Partners
New York
$247K
DFG
124
Demars Financial Group
Washington
$246K
SAM
125
Smartleaf Asset Management
Massachusetts
$244K