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Fidelity MSCI Real Estate Index ETF

213 hedge funds and large institutions have $515M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 210213 (+3)

1.18% more ownership

Funds ownership: 46.54%47.72% (+1.2%)

4% more capital invested

Capital invested by funds: $496M → $515M (+$19.3M)

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
32
Increased
97
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
101
Larson Financial Group
Missouri
$493K +$27.8K +1,017 +6%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$486K +$113K +4,123 +30%
CAM
103
Clarity Asset Management
Iowa
$479K +$15.3K +559 +3%
ASN
104
Advisory Services Network
Georgia
$472K -$88.9K -3,257 -16%
Goldman Sachs
105
Goldman Sachs
New York
$470K +$477K +17,493 New
SS
106
Sunbelt Securities
Texas
$458K -$15.6K -573 -3%
RSWM
107
Robertson Stephens Wealth Management
California
$458K +$207K +7,590 +80%
PA
108
PFG Advisors
Arizona
$455K -$41.8K -1,531 -8%
Citigroup
109
Citigroup
New York
$455K +$12.7K +467 +3%
SSWM
110
Smith Salley Wealth Management
North Carolina
$449K -$136 -5 -0%
Corient Private Wealth
111
Corient Private Wealth
Florida
$435K +$232K +8,501 +111%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$427K +$434K +15,885 New
SC
113
Sapient Capital
Indiana
$407K +$409K +15,000 New
RSF
114
Rik Saylor Financial
Ohio
$392K +$819 +30 +0.2%
CWMK
115
Caliber Wealth Management (Kansas)
Kansas
$380K -$477K -17,491 -55%
DI
116
Disciplined Investments
Oklahoma
$376K
AFP
117
Ausdal Financial Partners
Iowa
$371K -$8.68K -318 -2%
KP
118
Keel Point
Alabama
$369K -$15.7K -576 -4%
PWM
119
Penobscot Wealth Management
Maine
$346K -$31K -1,135 -8%
BCM
120
Brookstone Capital Management
Illinois
$343K -$16K -585 -4%
MWM
121
Mission Wealth Management
California
$339K -$19.2K -703 -5%
SFG
122
Snider Financial Group
Washington
$335K -$99.3K -3,639 -23%
LA
123
Lynch & Associates
Indiana
$320K -$5.16K -189 -2%
BWM
124
BCS Wealth Management
Tennessee
$314K +$114K +4,193 +56%
CC
125
Commons Capital
Massachusetts
$312K +$317K +11,619 New