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Fidelity MSCI Real Estate Index ETF

210 hedge funds and large institutions have $496M 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, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 55

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $441M → $496M (+$54.8M)

4.84% more ownership

Funds ownership: 41.7%46.54% (+4.8%)

0% more funds holding

Funds holding: 209210 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
210
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
97
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
126
STALEY CAPITAL ADVISERS
Pennsylvania
$261K
KPWM
127
KDK Private Wealth Management
Texas
$247K -$12.8K -465 -5%
TCM
128
Tufton Capital Management
Maryland
$245K
BTI
129
Blue Trust Inc
Georgia
$244K +$2.81K +102 +1%
CIAS
130
Capital Investment Advisory Services
North Carolina
$242K +$57.6K +2,092 +32%
MWM
131
Modern Wealth Management
Kansas
$232K -$419K -15,223 -65%
MA
132
Maxele Advisors
Missouri
$229K +$5.62K +204 +3%
AQR Capital Management
133
AQR Capital Management
Connecticut
$225K +$11.2K +407 +5%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$225K +$60.6K +2,201 +37%
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$223K
WSFS
136
Wilmington Savings Fund Society
Delaware
$218K -$4.82K -175 -2%
GWM
137
Grand Wealth Management
Michigan
$216K +$854 +31 +0.4%
Corient Private Wealth
138
Corient Private Wealth
Florida
$214K -$51.5K -1,872 -20%
MFG
139
Merit Financial Group
Georgia
$213K +$2.4K +87 +1%
FTUS
140
Flow Traders U.S.
New York
$209K +$207K +7,527 New
BWM
141
BCS Wealth Management
Tennessee
$208K -$2.95K -107 -1%
MGW
142
MB Generational Wealth
Washington
$206K +$204K +7,396 New
SCA
143
Snowden Capital Advisors
New York
$205K +$203K +7,372 New
CFG
144
Cornerstone Financial Group
Nebraska
$204K +$202K +7,348 New
CWA
145
Centennial Wealth Advisory
Michigan
$203K +$201K +7,290 New
PS
146
Principal Securities
Iowa
$190K +$1.35K +49 +0.7%
CTA
147
Colonial Trust Advisors
South Carolina
$156K -$11K -400 -7%
AA
148
Ancora Advisors
Ohio
$156K
AAS
149
Ameritas Advisory Services
Nebraska
$151K -$85.4K -3,100 -36%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$139K +$138K +5,000 New