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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
KFI
201
Key Financial Inc
Pennsylvania
$1.5K
SWA
202
SOA Wealth Advisors
New York
$1.5K +$110 +4 +8%
RBC
203
Roble Belko & Company
Pennsylvania
$1K
AC
204
AlphaCore Capital
California
$834
Russell Investments Group
205
Russell Investments Group
United Kingdom
$481
PWA
206
Provenance Wealth Advisors
Florida
$417
NA
207
NewEdge Advisors
Louisiana
$167
RCM
208
Raleigh Capital Management
North Carolina
$63 -$55 -2 -50%
ACA
209
Aptus Capital Advisors
Alabama
$28
DWM
210
Darwin Wealth Management
Florida
$22
SWGC
211
Summit Wealth Group (Colorado)
Colorado
-$1.23M -45,363 Closed
Citadel Advisors
212
Citadel Advisors
Florida
-$895K -33,087 Closed
TRCT
213
Tower Research Capital (TRC)
New York
-$806K -29,797 Closed
Jane Street
214
Jane Street
New York
-$429K -15,874 Closed
VWM
215
Venturi Wealth Management
Texas
-$353K -13,066 Closed
TAP
216
Tounjian Advisory Partners
Florida
-$329K -11,986 Closed
SF
217
Summit Financial
New Jersey
-$218K -8,044 Closed
SC
218
Soundwatch Capital
Connecticut
-$2.24M -4,850 Closed
BFP
219
Briaud Financial Planning
Texas
-$11K -439 Closed
CMP
220
Coston McIsaac & Partners
Maine
-$11K -413 Closed
GM
221
GeoWealth Management
Illinois
-$7.95K -294 Closed
AA
222
Addison Advisors
Vermont
-$7.6K -281 Closed
RI
223
Ridgewood Investments
New Jersey
-$6.76K -250 Closed
SIS
224
Sound Income Strategies
Florida
-$1.45K -53 Closed
AIA
225
Armor Investment Advisors
North Carolina
-$81 -3 Closed