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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
AA
151
Ancora Advisors
Ohio
$151K
SAM
152
Smartleaf Asset Management
Massachusetts
$147K +$28.5K +1,045 +24%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$143K +$74.4K +2,726 +105%
CTA
154
Colonial Trust Advisors
South Carolina
$121K -$30K -1,100 -20%
RIA
155
Realta Investment Advisors
Delaware
$116K
US Bancorp
156
US Bancorp
Minnesota
$113K -$1.5K -55 -1%
FP
157
Financial Perspectives
Minnesota
$84K +$682 +25 +0.8%
AP
158
Aspect Partners
Virginia
$62.4K -$51.3K -1,879 -45%
CT
159
Colonial Trust
South Carolina
$60.3K -$72.3K -2,650 -54%
SHIM
160
Stone House Investment Management
Pennsylvania
$59.6K +$15K +550 +33%
GT
161
Glenmede Trust
Pennsylvania
$58.7K +$59.6K +2,184 New
TFA
162
Transamerica Financial Advisors
Florida
$49.3K +$29.9K +1,094 +148%
AUB
163
Atlantic Union Bankshares
Virginia
$48.9K
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$48.3K
BFPW
165
BOK Financial Private Wealth
Colorado
$44.7K
BBHC
166
Brown Brothers Harriman & Co
New York
$31K -$10.7K -393 -25%
Comerica Bank
167
Comerica Bank
Texas
$30.6K
QC
168
Quent Capital
New York
$28.6K +$24.9K +914 +613%
SWM
169
SHP Wealth Management
Massachusetts
$26.9K +$27.3K +1,000 New
CFD
170
Creative Financial Designs
Indiana
$26.7K
CFB
171
Cullen/Frost Bankers
Texas
$26.4K +$8.9K +326 +50%
FHA
172
Flagship Harbor Advisors
Massachusetts
$26K +$26.4K +967 New
Deutsche Bank
173
Deutsche Bank
Germany
$20.3K +$20.6K +756 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$18K +$2.02K +74 +12%
DRP
175
Decker Retirement Planning
Utah
$17.2K