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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
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$16.6K
VCM
177
Versant Capital Management
Arizona
$13.9K
CA
178
Crewe Advisors
Utah
$13.7K -$1.54K -56 -10%
KHC
179
Koesten Hirschmann & Crabtree
Kansas
$13K
AF
180
Advisornet Financial
Minnesota
$12.1K -$22.9K -830 -66%
AssetMark Inc
181
AssetMark Inc
California
$9.96K +$5.84K +212 +145%
GEA
182
Glen Eagle Advisors
New Jersey
$9.64K
CB
183
CNB Bank
Pennsylvania
$9.18K
CA
184
Clearstead Advisors
Ohio
$8.4K
VFM
185
Vision Financial Markets
Connecticut
$5.93K +$55 +2 +0.9%
MWPCG
186
Measured Wealth Private Client Group
New Hampshire
$5.9K +$5.84K +212 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$5.64K +$5.59K +203 New
KA
188
Kozak & Associates
Colorado
$5.37K +$5.48K +199 New
RA
189
Rise Advisors
New York
$5.28K -$220 -8 -4%
IRC
190
Investors Research Corp
Georgia
$4.92K +$28 +1 +0.6%
PC
191
Promus Capital
Illinois
$4.17K
QC
192
Quent Capital
New York
$4.13K +$4.1K +149 New
GWS
193
Glassman Wealth Services
Virginia
$3.2K +$28 +1 +0.9%
PFA
194
Pathway Financial Advisers
Indiana
$3.13K -$243K -8,811 -99%
WANY
195
Wealthspire Advisors (New York)
New York
$2.92K +$2.89K +105 New
MSWA
196
Marshall & Sterling Wealth Advisors
New York
$2.79K +$28 +1 +1%
HI
197
Harbour Investments
Wisconsin
$2.62K +$28 +1 +1%
AAP
198
Arax Advisory Partners
Colorado
$2K
PGAM
199
Princeton Global Asset Management
New Jersey
$1.95K
VWM
200
Vermillion Wealth Management
Minnesota
$1.72K +$1.71K +62 New