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Fidelity MSCI Real Estate Index ETF

209 hedge funds and large institutions have $441M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 13 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
$416K
EWA
102
EP Wealth Advisors
California
$407K
MWM
103
Mission Wealth Management
California
$397K
LFG
104
Larson Financial Group
Missouri
$390K
KP
105
Keel Point
Alabama
$390K
AFP
106
Ausdal Financial Partners
Iowa
$389K
BCM
107
Brookstone Capital Management
Illinois
$369K
SS
108
Sunbelt Securities
Texas
$357K
PWM
109
Penobscot Wealth Management
Maine
$355K
VWM
110
Venturi Wealth Management
Texas
$353K
TAP
111
Tounjian Advisory Partners
Florida
$329K
LA
112
Lynch & Associates
Indiana
$324K
IFA
113
Independence Financial Advisors
New Hampshire
$307K
MWM
114
Modera Wealth Management
New Jersey
$305K
KBFS
115
Kohmann Bosshard Financial Services
Ohio
$301K
Bank of New York Mellon
116
Bank of New York Mellon
New York
$284K
DI
117
Disciplined Investments
Oklahoma
$281K
SPC
118
Sigma Planning Corp
Michigan
$280K
DFG
119
Demars Financial Group
Washington
$269K
FM
120
Foster & Motley
Ohio
$268K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$266K
AF
122
Apexium Financial
Texas
$264K
NFP
123
NorthLanding Financial Partners
New York
$263K
Corient Private Wealth
124
Corient Private Wealth
Florida
$258K
RSWM
125
Robertson Stephens Wealth Management
California
$255K