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Fidelity MSCI Real Estate Index ETF

199 hedge funds and large institutions have $461M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

28% less capital invested

Capital invested by funds: $641M → $461M (-$180M)

Holders
199
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
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$33.4M
Lido Advisors
2
Lido Advisors
California
$31.7M
AWM
3
AE Wealth Management
Kansas
$28.2M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.4M
CNC
5
Citizens & Northern Corp
Pennsylvania
$21.7M
T
6
TrueFG
Texas
$16.1M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.9M
BDF
8
Black Diamond Financial
Maryland
$15.6M
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$12.4M
DFG
10
Demars Financial Group
Washington
$12M
PFA
11
Pure Financial Advisors
California
$11.4M
AAS
12
Avantax Advisory Services
Texas
$11.4M
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$11.3M
LPL Financial
14
LPL Financial
California
$9.82M
MCM
15
MAI Capital Management
Ohio
$9.27M
AM
16
AGF Management
Ontario, Canada
$8.2M
Creative Planning
17
Creative Planning
Kansas
$6.84M
DAS
18
Dynamic Advisor Solutions
Arizona
$6.44M
Osaic Holdings
19
Osaic Holdings
Arizona
$5.93M
HCA
20
Heck Capital Advisors
Wisconsin
$5.74M
RCAG
21
Rehmann Capital Advisory Group
Michigan
$5.37M
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$5.28M
AFTS
23
American Financial & Tax Strategies
New York
$5.12M
PWA
24
Physician Wealth Advisors
Utah
$5.06M
MML Investors Services
25
MML Investors Services
Massachusetts
$4.55M