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Fidelity MSCI Real Estate Index ETF

209 hedge funds and large institutions have $441M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 13 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
SCA
126
STALEY CAPITAL ADVISERS
Pennsylvania
$254K
KPWM
127
KDK Private Wealth Management
Texas
$253K
PFA
128
Pathway Financial Advisers
Indiana
$241K
TIM
129
Thompson Investment Management
Wisconsin
$239K
TCM
130
Tufton Capital Management
Maryland
$238K
PWM
131
PBMares Wealth Management
Virginia
$236K
BTI
132
Blue Trust Inc
Georgia
$234K
AAS
133
Ameritas Advisory Services
Nebraska
$230K
TPW
134
Talon Private Wealth
Florida
$222K
PAS
135
Park Avenue Securities
New York
$220K
SF
136
Summit Financial
New Jersey
$218K
ACA
137
Atlas Capital Advisors
Wyoming
$217K
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$217K
MA
139
Maxele Advisors
Missouri
$217K
WSFS
140
Wilmington Savings Fund Society
Delaware
$217K
GGS
141
Galvin Gaustad & Stein
Arizona
$209K
GWM
142
Grand Wealth Management
Michigan
$209K
CT
143
Colonial Trust
South Carolina
$208K
AQR Capital Management
144
AQR Capital Management
Connecticut
$208K
BWM
145
BCS Wealth Management
Tennessee
$205K
MFG
146
Merit Financial Group
Georgia
$204K
PS
147
Principal Securities
Iowa
$184K
CIAS
148
Capital Investment Advisory Services
North Carolina
$179K
CTA
149
Colonial Trust Advisors
South Carolina
$163K
Fidelity Investments
150
Fidelity Investments
Massachusetts
$159K