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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
Lido Advisors
1
Lido Advisors
California
$37.1M +$3.12M +113,386 +9%
AWM
2
AE Wealth Management
Kansas
$34.3M +$5.41M +196,350 +19%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$28.6M -$2.61M -94,623 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.9M +$12M +434,332 +82%
CNC
5
Citizens & Northern Corp
Pennsylvania
$22.9M +$63.8K +2,319 +0.3%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$21.2M +$9.49M +344,617 +83%
BDF
7
Black Diamond Financial
Maryland
$18.9M +$3.08M +111,792 +20%
T
8
TrueFG
Texas
$17.8M +$1.05M +38,022 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$14.1M -$201K -7,304 -1%
RWMH
10
Riverpoint Wealth Management Holdings
Illinois
$13.8M +$841K +30,529 +7%
LPL Financial
11
LPL Financial
California
$11.8M +$983K +35,692 +9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$11.4M +$10.1M +367,029 +865%
PFA
13
Pure Financial Advisors
California
$11.3M -$110K -3,998 -1%
MCM
14
MAI Capital Management
Ohio
$11M +$386K +14,012 +4%
AM
15
AGF Management
Ontario, Canada
$9.29M +$851K +30,904 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.1M +$2.28M +82,677 +40%
PCM
17
Payne Capital Management
New York
$7.78M +$777K +28,224 +11%
DAS
18
Dynamic Advisor Solutions
Arizona
$7.15M +$445K +16,167 +7%
HCA
19
Heck Capital Advisors
Wisconsin
$6.55M +$44.6K +1,619 +0.7%
Creative Planning
20
Creative Planning
Kansas
$6.22M -$153K -5,571 -2%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$6.03M +$495K +17,977 +9%
MML Investors Services
22
MML Investors Services
Massachusetts
$5.77M +$648K +23,522 +13%
AFTS
23
American Financial & Tax Strategies
New York
$5.53M +$269K +9,761 +5%
MAM
24
Marotta Asset Management
Virginia
$5.13M +$459K +16,681 +10%
PWA
25
Physician Wealth Advisors
Utah
$4.71M -$170K -6,178 -4%