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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
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
$253K
PFA
127
Pathway Financial Advisers
Indiana
$241K
TIM
128
Thompson Investment Management
Wisconsin
$239K
TCM
129
Tufton Capital Management
Maryland
$238K
PWM
130
PBMares Wealth Management
Virginia
$236K
BTI
131
Blue Trust Inc
Georgia
$234K
AAS
132
Ameritas Advisory Services
Nebraska
$230K
TPW
133
Talon Private Wealth
Florida
$222K
PAS
134
Park Avenue Securities
New York
$220K
SF
135
Summit Financial
New Jersey
$218K
ACA
136
Atlas Capital Advisors
Wyoming
$217K
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
$217K
WSFS
138
Wilmington Savings Fund Society
Delaware
$217K
GGS
139
Galvin Gaustad & Stein
Arizona
$209K
GWM
140
Grand Wealth Management
Michigan
$209K
CT
141
Colonial Trust
South Carolina
$208K
AQR Capital Management
142
AQR Capital Management
Connecticut
$208K
BWM
143
BCS Wealth Management
Tennessee
$205K
MFG
144
Merit Financial Group
Georgia
$204K
PS
145
Principal Securities
Iowa
$184K
CIAS
146
Capital Investment Advisory Services
North Carolina
$179K
CTA
147
Colonial Trust Advisors
South Carolina
$163K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$159K
AA
149
Ancora Advisors
Ohio
$151K
AP
150
Aspect Partners
Virginia
$114K