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Fidelity MSCI Real Estate Index ETF

213 hedge funds and large institutions have $515M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 210213 (+3)

1.18% more ownership

Funds ownership: 46.54%47.72% (+1.2%)

4% more capital invested

Capital invested by funds: $496M → $515M (+$19.3M)

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
32
Increased
97
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
201
Simplex Trading
Illinois
$1.24K +$1.25K +46 New
RBC
202
Roble Belko & Company
Pennsylvania
$1K +$27 +1 +4%
EWM
203
Evolution Wealth Management
Florida
$860 +$873 +32 New
KCM
204
Key Capital Management
Tennessee
$807 +$819 +30 New
Russell Investments Group
205
Russell Investments Group
United Kingdom
$465
PWA
206
Provenance Wealth Advisors
Florida
$403
NA
207
NewEdge Advisors
Louisiana
$161
MI
208
Motiv8 Investments
Florida
$80 +$80.7K +2,957 New
RCM
209
Raleigh Capital Management
North Carolina
$61
ACA
210
Aptus Capital Advisors
Alabama
$27
AF
211
Allworth Financial
California
$24 -$29.6K -1,085 -100%
DWM
212
Darwin Wealth Management
Florida
$22
SA
213
Strategic Advocates
Utah
$20 +$27 +1 New
BNP Paribas Financial Markets
214
BNP Paribas Financial Markets
France
-$4.17M -150,008 Closed
RW
215
Rede Wealth
Virginia
-$1.44M -51,758 Closed
Northern Trust
216
Northern Trust
Illinois
-$360K -12,953 Closed
RMF
217
Red Mountain Financial
Colorado
-$316K -11,365 Closed
SCA
218
STALEY CAPITAL ADVISERS
Pennsylvania
-$261K -9,389 Closed
TCM
219
Tufton Capital Management
Maryland
-$245K -8,838 Closed
MWM
220
Modern Wealth Management
Kansas
-$232K -8,355 Closed
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
-$223K -8,033 Closed
GWM
222
Grand Wealth Management
Michigan
-$216K -7,762 Closed
FTUS
223
Flow Traders U.S.
New York
-$209K -7,527 Closed
MGW
224
MB Generational Wealth
Washington
-$206K -7,396 Closed
SCA
225
Snowden Capital Advisors
New York
-$205K -7,372 Closed