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Fidelity MSCI Real Estate Index ETF

210 hedge funds and large institutions have $496M 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, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 55

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $441M → $496M (+$54.8M)

4.84% more ownership

Funds ownership: 41.7%46.54% (+4.8%)

0% more funds holding

Funds holding: 209210 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
210
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
97
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSF
101
Rik Saylor Financial
Ohio
$405K -$23K -834 -5%
KP
102
Keel Point
Alabama
$398K -$3.5K -127 -0.9%
AFP
103
Ausdal Financial Partners
Iowa
$393K -$7.08K -257 -2%
PWM
104
Penobscot Wealth Management
Maine
$389K +$23.3K +845 +6%
DI
105
Disciplined Investments
Oklahoma
$389K +$98.5K +3,577 +34%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$387K +$113K +4,089 +42%
BCM
107
Brookstone Capital Management
Illinois
$371K -$9.25K -336 -2%
MWM
108
Mission Wealth Management
California
$370K -$37.7K -1,370 -9%
Northern Trust
109
Northern Trust
Illinois
$360K -$75.7K -2,750 -18%
LA
110
Lynch & Associates
Indiana
$336K +$2.75K +100 +0.8%
RMF
111
Red Mountain Financial
Colorado
$316K +$313K +11,365 New
IFA
112
Independence Financial Advisors
New Hampshire
$315K +$83 +3 +0%
MWM
113
Modera Wealth Management
New Jersey
$313K
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$310K
Bank of New York Mellon
115
Bank of New York Mellon
New York
$305K +$12.5K +454 +4%
GIA
116
Gladstone Institutional Advisory
Florida
$297K +$294K +10,693 New
TIM
117
Thompson Investment Management
Wisconsin
$278K +$31.9K +1,160 +13%
PWM
118
PBMares Wealth Management
Virginia
$277K +$34K +1,235 +14%
FM
119
Foster & Motley
Ohio
$272K -$3.11K -113 -1%
SPC
120
Sigma Planning Corp
Michigan
$270K -$17.5K -636 -6%
NFP
121
NorthLanding Financial Partners
New York
$269K -$1.32K -48 -0.5%
AF
122
Apexium Financial
Texas
$268K -$3K -109 -1%
DFG
123
Demars Financial Group
Washington
$268K -$8.64K -314 -3%
RSWM
124
Robertson Stephens Wealth Management
California
$263K
GGS
125
Galvin Gaustad & Stein
Arizona
$261K +$45.6K +1,658 +21%