We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

202 hedge funds and large institutions have $774M invested in Fidelity MSCI Real Estate Index ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 51

50% more capital invested

Capital invested by funds: $515M → $774M (+$259M)

9.84% more ownership

Funds ownership: 47.72%57.56% (+9.8%)

5% less funds holding

Funds holding: 213202 (-11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
202
Holders Change
-11
Holders Change %
-5.16%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
17
Increased
93
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
126
Blue Trust Inc
Georgia
$237K +$4.84K +174 +2%
KPWM
127
KDK Private Wealth Management
Texas
$233K -$3.95K -142 -2%
AAS
128
Ameritas Advisory Services
Nebraska
$231K +$1.92K +69 +0.8%
TPW
129
Talon Private Wealth
Florida
$221K +$229K +8,208 New
ECA
130
Elevated Capital Advisors
Utah
$217K -$870K -31,255 -80%
FM
131
Foster & Motley
Ohio
$214K -$41.5K -1,492 -16%
WSFS
132
Wilmington Savings Fund Society
Delaware
$211K
Corient Private Wealth
133
Corient Private Wealth
Florida
$206K -$237K -8,516 -53%
Jones Financial Companies
134
Jones Financial Companies
Missouri
$205K +$67.1K +2,409 +45%
MFG
135
Merit Financial Group
Georgia
$200K
FFL
136
Financial Freedom LLC
Ohio
$188K +$1K +36 +0.5%
CAM
137
Clarity Asset Management
Iowa
$185K -$305K -10,968 -62%
ACA
138
Atlas Capital Advisors
Wyoming
$160K -$2.87K -103 -2%
AA
139
Ancora Advisors
Ohio
$151K
CTA
140
Colonial Trust Advisors
South Carolina
$122K
RIA
141
Realta Investment Advisors
Delaware
$116K
CI
142
CX Institutional
Indiana
$105K -$114K -4,094 -51%
FP
143
Financial Perspectives
Minnesota
$84.8K +$807 +29 +0.9%
AP
144
Aspect Partners
Virginia
$62.5K
SHIM
145
Stone House Investment Management
Pennsylvania
$61.2K +$1.56K +56 +3%
CT
146
Colonial Trust
South Carolina
$60.4K
GT
147
Glenmede Trust
Pennsylvania
$58.8K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$50.6K +$33.7K +1,210 +180%
AUB
149
Atlantic Union Bankshares
Virginia
$48.9K
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$48.3K