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Fidelity MSCI Real Estate Index ETF

213 hedge funds and large institutions have $515M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 210213 (+3)

1.18% more ownership

Funds ownership: 46.54%47.72% (+1.2%)

4% more capital invested

Capital invested by funds: $496M → $515M (+$19.3M)

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
32
Increased
97
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
126
Independence Financial Advisors
New Hampshire
$305K +$82 +3 +0%
MWM
127
Modera Wealth Management
New Jersey
$303K
KBFS
128
Kohmann Bosshard Financial Services
Ohio
$299K
CIAS
129
Capital Investment Advisory Services
North Carolina
$291K +$58K +2,127 +24%
TIM
130
Thompson Investment Management
Wisconsin
$290K +$20.8K +761 +8%
NFP
131
NorthLanding Financial Partners
New York
$262K +$2.1K +77 +0.8%
UCFA
132
United Capital Financial Advisors
Texas
$259K +$263K +9,620 New
FM
133
Foster & Motley
Ohio
$253K -$9.66K -354 -4%
EAM
134
Everstar Asset Management
North Carolina
$250K +$116K +4,234 New
DFG
135
Demars Financial Group
Washington
$250K -$8.84K -324 -3%
KPWM
136
KDK Private Wealth Management
Texas
$237K -$2.1K -77 -0.9%
BTI
137
Blue Trust Inc
Georgia
$232K -$4.07K -149 -2%
AAS
138
Ameritas Advisory Services
Nebraska
$229K +$84.7K +3,104 +57%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$220K +$222K +8,119 New
AQR Capital Management
140
AQR Capital Management
Connecticut
$219K +$1.39K +51 +0.6%
MA
141
Maxele Advisors
Missouri
$218K -$3.03K -111 -1%
CFG
142
Cornerstone Financial Group
Nebraska
$218K +$20.6K +754 +10%
CI
143
CX Institutional
Indiana
$215K +$196K +7,191 +910%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$213K -$4.23K -155 -2%
CWA
145
Centennial Wealth Advisory
Michigan
$213K +$17.1K +626 +9%
WSFS
146
Wilmington Savings Fund Society
Delaware
$211K
SPC
147
Sigma Planning Corp
Michigan
$209K -$52.3K -1,916 -20%
MFG
148
Merit Financial Group
Georgia
$200K -$5.62K -206 -3%
FFL
149
Financial Freedom LLC
Ohio
$187K +$189K +6,938 New
ACA
150
Atlas Capital Advisors
Wyoming
$163K +$165K +6,046 New