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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
BFPW
151
BOK Financial Private Wealth
Colorado
$44.8K
BBHC
152
Brown Brothers Harriman & Co
New York
$31K
QC
153
Quent Capital
New York
$28.8K +$251 +9 +0.8%
SWM
154
SHP Wealth Management
Massachusetts
$26.9K
CFD
155
Creative Financial Designs
Indiana
$26.7K
DRP
156
Decker Retirement Planning
Utah
$17.2K
DWM
157
Dogwood Wealth Management
Kansas
$17K
JFGIW
158
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.1K
William Blair & Company
159
William Blair & Company
Illinois
$15.8K
CA
160
Crewe Advisors
Utah
$13.3K
AF
161
Advisornet Financial
Minnesota
$11.9K +$111 +4 +0.9%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$9.98K -$492K -17,685 -98%
NF
163
Napier Financial
Massachusetts
$9.39K +$9.72K +349 New
GEA
164
Glen Eagle Advisors
New Jersey
$9.33K
CB
165
CNB Bank
Pennsylvania
$8.88K
GWM
166
Geneos Wealth Management
Colorado
$8.57K -$445 -16 -5%
NSIM
167
North Star Investment Management
Illinois
$8.15K +$8.44K +303 New
CA
168
Clearstead Advisors
Ohio
$8.13K
SA
169
Scarborough Advisors
Maryland
$6.73K +$6.96K +250 New
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$6.51K +$1.09K +39 +19%
AssetMark Inc
171
AssetMark Inc
California
$6.11K -$1.75K -63 -22%
VFM
172
Vision Financial Markets
Connecticut
$5.84K +$56 +2 +0.9%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$5.38K
IRC
174
Investors Research Corp
Georgia
$4.76K
Q1WB
175
Quest 10 Wealth Builders
Virginia
$4.76K +$2.87K +103 +139%