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Fidelity MSCI Real Estate Index ETF

201 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 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Abound Wealth Management
Tennessee
$4.66K
WA
177
Waverly Advisors
Alabama
$4.04K
US Bancorp
178
US Bancorp
Minnesota
$3.42K
EB
179
Eastern Bank
Massachusetts
$3.04K
HI
180
Harbour Investments
Wisconsin
$2.57K
TFA
181
Transamerica Financial Advisors
Florida
$2.12K
AAP
182
Arax Advisory Partners
Colorado
$1.94K
Russell Investments Group
183
Russell Investments Group
United Kingdom
$1.76K
TC
184
Truvestments Capital
Florida
$1.61K
SWA
185
SOA Wealth Advisors
New York
$1.51K
KFI
186
Key Financial Inc
Pennsylvania
$1.45K
ATPW
187
Ashton Thomas Private Wealth
Arizona
$1.24K
FCT
188
First Community Trust
Iowa
$1.18K
RFP
189
Root Financial Partners
California
$1.17K
RBC
190
Roble Belko & Company
Pennsylvania
$1K
HNW
191
High Note Wealth
Minnesota
$969
EWM
192
Evolution Wealth Management
Florida
$861
AC
193
AlphaCore Capital
California
$807
KCM
194
Key Capital Management
Tennessee
$807
WP
195
WealthShield Partners
North Carolina
$753
OA
196
Operose Advisors
Wisconsin
$511
PWA
197
Provenance Wealth Advisors
Florida
$404
CFB
198
Cullen/Frost Bankers
Texas
$101
AF
199
Allworth Financial
California
$24
DWM
200
Darwin Wealth Management
Florida
$22