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Fidelity MSCI Real Estate Index ETF

202 hedge funds and large institutions have $774M invested in Fidelity MSCI Real Estate Index ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 51

50% more capital invested

Capital invested by funds: $515M → $774M (+$259M)

9.84% more ownership

Funds ownership: 47.72%57.56% (+9.8%)

5% less funds holding

Funds holding: 213202 (-11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
202
Holders Change
-11
Holders Change %
-5.16%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
17
Increased
93
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$445K +$158K +5,691 +53%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$412K +$205K +7,379 +93%
RSWM
103
Robertson Stephens Wealth Management
California
$409K -$50.6K -1,818 -11%
RSF
104
Rik Saylor Financial
Ohio
$394K +$1.95K +70 +0.5%
AFP
105
Ausdal Financial Partners
Iowa
$378K +$6.29K +226 +2%
DI
106
Disciplined Investments
Oklahoma
$376K
AFG
107
Atomi Financial Group
New York
$367K -$292K -10,503 -44%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$357K -$73.3K -2,633 -17%
KP
109
Keel Point
Alabama
$356K -$14.3K -515 -4%
LA
110
Lynch & Associates
Indiana
$341K +$21.9K +786 +7%
BCM
111
Brookstone Capital Management
Illinois
$338K -$4.46K -160 -1%
TIM
112
Thompson Investment Management
Wisconsin
$311K +$22K +791 +7%
CWM
113
Clearview Wealth Management
California
$309K +$320K +11,496 New
IFA
114
Independence Financial Advisors
New Hampshire
$305K +$84 +3 +0%
PWM
115
Penobscot Wealth Management
Maine
$304K -$43.9K -1,578 -12%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$303K +$82.4K +2,960 +36%
MWM
117
Modera Wealth Management
New Jersey
$303K
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$300K
UCFA
119
United Capital Financial Advisors
Texas
$289K +$30.5K +1,097 +11%
MWM
120
Mission Wealth Management
California
$287K -$53.5K -1,921 -15%
CFG
121
Cornerstone Financial Group
Nebraska
$255K +$18.1K +651 +8%
PA
122
PFG Advisors
Arizona
$250K -$213K -7,644 -45%
NFP
123
NorthLanding Financial Partners
New York
$247K -$16.1K -577 -6%
DFG
124
Demars Financial Group
Washington
$246K -$4.18K -150 -2%
SAM
125
Smartleaf Asset Management
Massachusetts
$244K +$104K +3,753 +69%