FREL icon

Fidelity MSCI Real Estate Index ETF

201 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 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
201
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
BTI
126
Blue Trust Inc
Georgia
$237K
KPWM
127
KDK Private Wealth Management
Texas
$233K
AAS
128
Ameritas Advisory Services
Nebraska
$231K
TPW
129
Talon Private Wealth
Florida
$221K
ECA
130
Elevated Capital Advisors
Utah
$217K
FM
131
Foster & Motley
Ohio
$214K
WSFS
132
Wilmington Savings Fund Society
Delaware
$211K
Corient Private Wealth
133
Corient Private Wealth
Florida
$206K
Jones Financial Companies
134
Jones Financial Companies
Missouri
$205K
MFG
135
Merit Financial Group
Georgia
$200K
FFL
136
Financial Freedom LLC
Ohio
$188K
CAM
137
Clarity Asset Management
Iowa
$185K
ACA
138
Atlas Capital Advisors
Wyoming
$160K
AA
139
Ancora Advisors
Ohio
$151K
CTA
140
Colonial Trust Advisors
South Carolina
$122K
RIA
141
Realta Investment Advisors
Delaware
$116K
CI
142
CX Institutional
Indiana
$105K
FP
143
Financial Perspectives
Minnesota
$84.8K
AP
144
Aspect Partners
Virginia
$62.5K
SHIM
145
Stone House Investment Management
Pennsylvania
$61.2K
CT
146
Colonial Trust
South Carolina
$60.4K
GT
147
Glenmede Trust
Pennsylvania
$58.8K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$50.6K
AUB
149
Atlantic Union Bankshares
Virginia
$48.9K
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$48.3K