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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
CT
151
Colonial Trust
South Carolina
$136K -$77.1K -2,800 -36%
SAM
152
Smartleaf Asset Management
Massachusetts
$122K +$5.2K +189 +4%
RIA
153
Realta Investment Advisors
Delaware
$120K +$119K +4,310 New
US Bancorp
154
US Bancorp
Minnesota
$118K +$1.51K +55 +1%
AP
155
Aspect Partners
Virginia
$117K
William Blair & Company
156
William Blair & Company
Illinois
$91K +$496 +18 +0.6%
FP
157
Financial Perspectives
Minnesota
$86.2K +$688 +25 +0.8%
Jones Financial Companies
158
Jones Financial Companies
Missouri
$72.1K -$4.68K -170 -6%
GIM
159
Glenmede Investment Management
Pennsylvania
$68.4K
AUB
160
Atlantic Union Bankshares
Virginia
$50.5K +$22.5K +817 +82%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$49.9K
SHIM
162
Stone House Investment Management
Pennsylvania
$46.4K -$358 -13 -0.8%
BFPW
163
BOK Financial Private Wealth
Colorado
$46.3K
BBHC
164
Brown Brothers Harriman & Co
New York
$43K -$23.1K -839 -35%
GWM
165
Geneos Wealth Management
Colorado
$33.1K +$32.7K +1,189 New
Comerica Bank
166
Comerica Bank
Texas
$31.7K
AF
167
Allworth Financial
California
$30.2K
CFD
168
Creative Financial Designs
Indiana
$27.6K
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$27.3K
CWP
170
Concord Wealth Partners
Virginia
$23.9K +$193 +7 +0.8%
CI
171
CX Institutional
Indiana
$22K +$10.6K +384 +95%
TFA
172
Transamerica Financial Advisors
Florida
$20.6K +$20.3K +737 +18,425%
CFB
173
Cullen/Frost Bankers
Texas
$18.3K +$1.76K +64 +11%
DRP
174
Decker Retirement Planning
Utah
$17.7K
JFGIW
175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.7K