FREL icon

Fidelity MSCI Real Estate Index ETF

209 hedge funds and large institutions have $495M 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, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
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
KPWM
126
KDK Private Wealth Management
Texas
$247K
TCM
127
Tufton Capital Management
Maryland
$245K
BTI
128
Blue Trust Inc
Georgia
$244K
CIAS
129
Capital Investment Advisory Services
North Carolina
$242K
MWM
130
Modern Wealth Management
Kansas
$232K
MA
131
Maxele Advisors
Missouri
$229K
AQR Capital Management
132
AQR Capital Management
Connecticut
$225K
Fidelity Investments
133
Fidelity Investments
Massachusetts
$225K
Focus Partners Wealth
134
Focus Partners Wealth
Massachusetts
$223K
WSFS
135
Wilmington Savings Fund Society
Delaware
$218K
GWM
136
Grand Wealth Management
Michigan
$216K
Corient Private Wealth
137
Corient Private Wealth
Florida
$214K
MFG
138
Merit Financial Group
Georgia
$213K
FTUS
139
Flow Traders U.S.
New York
$209K
BWM
140
BCS Wealth Management
Tennessee
$208K
MGW
141
MB Generational Wealth
Washington
$206K
SCA
142
Snowden Capital Advisors
New York
$205K
CFG
143
Cornerstone Financial Group
Nebraska
$204K
CWA
144
Centennial Wealth Advisory
Michigan
$203K
PS
145
Principal Securities
Iowa
$190K
CTA
146
Colonial Trust Advisors
South Carolina
$156K
AA
147
Ancora Advisors
Ohio
$156K
AAS
148
Ameritas Advisory Services
Nebraska
$151K
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$139K
CT
150
Colonial Trust
South Carolina
$136K