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Fidelity MSCI Real Estate Index ETF

211 hedge funds and large institutions have $508M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$486K
CAM
102
Clarity Asset Management
Iowa
$479K
ASN
103
Advisory Services Network
Georgia
$472K
Goldman Sachs
104
Goldman Sachs
New York
$470K
SS
105
Sunbelt Securities
Texas
$458K
RSWM
106
Robertson Stephens Wealth Management
California
$458K
PA
107
PFG Advisors
Arizona
$455K
Citigroup
108
Citigroup
New York
$455K
SSWM
109
Smith Salley Wealth Management
North Carolina
$449K
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$427K
SC
111
Sapient Capital
Indiana
$407K
RSF
112
Rik Saylor Financial
Ohio
$392K
CWMK
113
Caliber Wealth Management (Kansas)
Kansas
$380K
DI
114
Disciplined Investments
Oklahoma
$376K
AFP
115
Ausdal Financial Partners
Iowa
$371K
KP
116
Keel Point
Alabama
$369K
PWM
117
Penobscot Wealth Management
Maine
$346K
BCM
118
Brookstone Capital Management
Illinois
$343K
MWM
119
Mission Wealth Management
California
$339K
SFG
120
Snider Financial Group
Washington
$335K
LA
121
Lynch & Associates
Indiana
$320K
BWM
122
BCS Wealth Management
Tennessee
$314K
CC
123
Commons Capital
Massachusetts
$312K
IFA
124
Independence Financial Advisors
New Hampshire
$305K
MWM
125
Modera Wealth Management
New Jersey
$303K