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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $494M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 54 reducing their positions, and 15 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
AFP
101
Ausdal Financial Partners
Iowa
$393K
PWM
102
Penobscot Wealth Management
Maine
$389K
DI
103
Disciplined Investments
Oklahoma
$389K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$387K
BCM
105
Brookstone Capital Management
Illinois
$371K
MWM
106
Mission Wealth Management
California
$370K
Northern Trust
107
Northern Trust
Illinois
$360K
LA
108
Lynch & Associates
Indiana
$336K
RMF
109
Red Mountain Financial
Colorado
$316K
IFA
110
Independence Financial Advisors
New Hampshire
$315K
MWM
111
Modera Wealth Management
New Jersey
$313K
KBFS
112
Kohmann Bosshard Financial Services
Ohio
$310K
Bank of New York Mellon
113
Bank of New York Mellon
New York
$305K
GIA
114
Gladstone Institutional Advisory
Florida
$297K
TIM
115
Thompson Investment Management
Wisconsin
$278K
PWM
116
PBMares Wealth Management
Virginia
$277K
FM
117
Foster & Motley
Ohio
$272K
SPC
118
Sigma Planning Corp
Michigan
$270K
NFP
119
NorthLanding Financial Partners
New York
$269K
AF
120
Apexium Financial
Texas
$268K
DFG
121
Demars Financial Group
Washington
$268K
RSWM
122
Robertson Stephens Wealth Management
California
$263K
GGS
123
Galvin Gaustad & Stein
Arizona
$261K
SCA
124
STALEY CAPITAL ADVISERS
Pennsylvania
$261K
KPWM
125
KDK Private Wealth Management
Texas
$247K