FREL icon

Fidelity MSCI Real Estate Index ETF

209 hedge funds and large institutions have $495M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 97 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
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
RSF
101
Rik Saylor Financial
Ohio
$405K
AFP
102
Ausdal Financial Partners
Iowa
$393K
PWM
103
Penobscot Wealth Management
Maine
$389K
DI
104
Disciplined Investments
Oklahoma
$389K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$387K
BCM
106
Brookstone Capital Management
Illinois
$371K
MWM
107
Mission Wealth Management
California
$370K
Northern Trust
108
Northern Trust
Illinois
$360K
LA
109
Lynch & Associates
Indiana
$336K
RMF
110
Red Mountain Financial
Colorado
$316K
IFA
111
Independence Financial Advisors
New Hampshire
$315K
MWM
112
Modera Wealth Management
New Jersey
$313K
KBFS
113
Kohmann Bosshard Financial Services
Ohio
$310K
Bank of New York Mellon
114
Bank of New York Mellon
New York
$305K
GIA
115
Gladstone Institutional Advisory
Florida
$297K
TIM
116
Thompson Investment Management
Wisconsin
$278K
PWM
117
PBMares Wealth Management
Virginia
$277K
FM
118
Foster & Motley
Ohio
$272K
SPC
119
Sigma Planning Corp
Michigan
$270K
NFP
120
NorthLanding Financial Partners
New York
$269K
AF
121
Apexium Financial
Texas
$268K
DFG
122
Demars Financial Group
Washington
$268K
RSWM
123
Robertson Stephens Wealth Management
California
$263K
GGS
124
Galvin Gaustad & Stein
Arizona
$261K
SCA
125
STALEY CAPITAL ADVISERS
Pennsylvania
$261K