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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $433M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
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
Lido Advisors
1
Lido Advisors
California
$33M
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$30.4M
AWM
3
AE Wealth Management
Kansas
$28.1M
CNC
4
Citizens & Northern Corp
Pennsylvania
$22.2M
T
5
TrueFG
Texas
$16.3M
BDF
6
Black Diamond Financial
Maryland
$15.3M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.4M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.9M
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$12.6M
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.3M
PFA
11
Pure Financial Advisors
California
$11.1M
AAS
12
Avantax Advisory Services
Texas
$10.9M
LPL Financial
13
LPL Financial
California
$10.5M
MCM
14
MAI Capital Management
Ohio
$10.3M
AM
15
AGF Management
Ontario, Canada
$8.2M
DAS
16
Dynamic Advisor Solutions
Arizona
$6.52M
HCA
17
Heck Capital Advisors
Wisconsin
$6.32M
Creative Planning
18
Creative Planning
Kansas
$6.19M
RCAG
19
Rehmann Capital Advisory Group
Michigan
$5.37M
Osaic Holdings
20
Osaic Holdings
Arizona
$5.19M
AFTS
21
American Financial & Tax Strategies
New York
$5.12M
MML Investors Services
22
MML Investors Services
Massachusetts
$4.98M
PWA
23
Physician Wealth Advisors
Utah
$4.75M
MAM
24
Marotta Asset Management
Virginia
$4.53M
Morgan Stanley
25
Morgan Stanley
New York
$4.16M