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Fidelity MSCI Real Estate Index ETF
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Overview Fund Activity

208 hedge funds and large institutions have $641M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
83
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$227M
2
DFG
2
Demars Financial Group
Washington
$11.7M
3
AWM
3
AE Wealth Management
Kansas
$24.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.3M
5
Raymond James Financial
5
Raymond James Financial
Florida
$3.12M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
GGS
2
Galvin Gaustad & Stein
Arizona
$322K
3
WA
3
Win Advisors
Florida
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EP
1
Essential Planning
New Hampshire
$227M 7,939,810 +7,813,298 +6,176%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$35.5M 1,314,065 -39,881 -3%
Lido Advisors
3
Lido Advisors
California
$32.6M 1,207,751 +47,682 +4%
AWM
4
AE Wealth Management
Kansas
$24.1M 891,029 +161,621 +22%
CNC
5
Citizens & Northern Corp
Pennsylvania
$21.2M 783,067 -21,126 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.3M 566,807 +118,562 +26%
T
7
TrueFG
Texas
$15.2M 563,565 +15,103 +3%
BDF
8
Black Diamond Financial
Maryland
$14.3M 529,194 +47,247 +10%
PFA
9
Pure Financial Advisors
California
$11.8M 436,684 -12,861 -3%
DFG
10
Demars Financial Group
Washington
$11.7M 316,263 +302,972 +2,280%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$11.6M 430,742 +3,502 +0.8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$10.8M 399,310 +5,619 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.6M 393,608 +60,513 +18%
AAS
14
Avantax Advisory Services
Texas
$9.76M 361,369 +7,554 +2%
MCM
15
MAI Capital Management
Ohio
$8.8M 325,554 -17,281 -5%
LPL Financial
16
LPL Financial
California
$8.41M 311,417 -1,534 -0.5%
Creative Planning
17
Creative Planning
Kansas
$6.94M 256,964 -6,454 -2%
DAS
18
Dynamic Advisor Solutions
Arizona
$6.05M 223,874 -351 -0.2%
AFTS
19
American Financial & Tax Strategies
New York
$5.19M 192,230 +6 +0%
PWA
20
Physician Wealth Advisors
Utah
$5.08M 187,848 -4,543 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.72M 174,666 +1,332 +0.8%
RCAG
22
Rehmann Capital Advisory Group
Michigan
$4.54M 167,930 +58,993 +54%
ASN
23
Advisory Services Network
Georgia
$4.01M 148,301 +14,754 +11%
MAM
24
Marotta Asset Management
Virginia
$3.84M 143,514 +2,029 +1%
AM
25
AGF Management
Ontario, Canada
$3.83M 141,754 +22,996 +19%
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