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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
RCM
201
Raleigh Capital Management
North Carolina
$15
DAS
202
Diversify Advisory Services
Utah
Kovitz Investment Group Partners
203
Kovitz Investment Group Partners
Illinois
JWCA
204
J.W. Cole Advisors
Florida
M1FG
205
Mach-1 Financial Group
Arkansas
Bank of New York Mellon
206
Bank of New York Mellon
New York
Goldman Sachs
207
Goldman Sachs
New York
SC
208
Sapient Capital
Indiana
CWMK
209
Caliber Wealth Management (Kansas)
Kansas
SFG
210
Snider Financial Group
Washington
BWM
211
BCS Wealth Management
Tennessee
CC
212
Commons Capital
Massachusetts
AQR Capital Management
213
AQR Capital Management
Connecticut
CWA
214
Centennial Wealth Advisory
Michigan
SPC
215
Sigma Planning Corp
Michigan
EAM
216
Everstar Asset Management
North Carolina
FHA
217
Flagship Harbor Advisors
Massachusetts
Deutsche Bank
218
Deutsche Bank
Germany
VCM
219
Versant Capital Management
Arizona
GWS
220
Glassman Wealth Services
Virginia
MSWA
221
Marshall & Sterling Wealth Advisors
New York
Simplex Trading
222
Simplex Trading
Illinois
NA
223
NewEdge Advisors
Louisiana
SA
224
Strategic Advocates
Utah
ACA
225
Aptus Capital Advisors
Alabama