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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
Holders
210
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
$405K
KP
102
Keel Point
Alabama
$398K
AFP
103
Ausdal Financial Partners
Iowa
$393K
PWM
104
Penobscot Wealth Management
Maine
$389K
DI
105
Disciplined Investments
Oklahoma
$389K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$387K
BCM
107
Brookstone Capital Management
Illinois
$371K
MWM
108
Mission Wealth Management
California
$370K
Northern Trust
109
Northern Trust
Illinois
$360K
LA
110
Lynch & Associates
Indiana
$336K
RMF
111
Red Mountain Financial
Colorado
$316K
IFA
112
Independence Financial Advisors
New Hampshire
$315K
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
GIA
116
Gladstone Institutional Advisory
Florida
$297K
TIM
117
Thompson Investment Management
Wisconsin
$278K
PWM
118
PBMares Wealth Management
Virginia
$277K
FM
119
Foster & Motley
Ohio
$272K
SPC
120
Sigma Planning Corp
Michigan
$270K
NFP
121
NorthLanding Financial Partners
New York
$269K
AF
122
Apexium Financial
Texas
$268K
DFG
123
Demars Financial Group
Washington
$268K
RSWM
124
Robertson Stephens Wealth Management
California
$263K
GGS
125
Galvin Gaustad & Stein
Arizona
$261K