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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
AWM
176
Abound Wealth Management
Tennessee
$4.66K +$4.82K +173 New
WA
177
Waverly Advisors
Alabama
$4.04K
US Bancorp
178
US Bancorp
Minnesota
$3.42K -$113K -4,073 -97%
EB
179
Eastern Bank
Massachusetts
$3.04K +$3.15K +113 New
HI
180
Harbour Investments
Wisconsin
$2.57K
TFA
181
Transamerica Financial Advisors
Florida
$2.12K -$48.9K -1,757 -96%
AAP
182
Arax Advisory Partners
Colorado
$1.94K +$3.7K +133 +185%
Russell Investments Group
183
Russell Investments Group
United Kingdom
$1.76K +$1.34K +48 +282%
TC
184
Truvestments Capital
Florida
$1.61K +$1.67K +60 New
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 +$1.28K +46 New
FCT
188
First Community Trust
Iowa
$1.18K +$1.23K +44 New
RFP
189
Root Financial Partners
California
$1.17K -$251 -9 -17%
RBC
190
Roble Belko & Company
Pennsylvania
$1K
HNW
191
High Note Wealth
Minnesota
$969 +$1K +36 New
EWM
192
Evolution Wealth Management
Florida
$861
AC
193
AlphaCore Capital
California
$807 -$7.82K -281 -90%
KCM
194
Key Capital Management
Tennessee
$807
WP
195
WealthShield Partners
North Carolina
$753 +$780 +28 New
OA
196
Operose Advisors
Wisconsin
$511 +$529 +19 New
PWA
197
Provenance Wealth Advisors
Florida
$404
NA
198
NewEdge Advisors
Louisiana
$161
CFB
199
Cullen/Frost Bankers
Texas
$101 -$27.3K -979 -100%
AF
200
Allworth Financial
California
$24