FREL icon

Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $494M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 54 reducing their positions, and 15 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
$37.1M
AWM
2
AE Wealth Management
Kansas
$34.3M
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$28.6M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.9M
CNC
5
Citizens & Northern Corp
Pennsylvania
$22.9M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$21.2M
BDF
7
Black Diamond Financial
Maryland
$18.9M
T
8
TrueFG
Texas
$17.8M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$14.1M
RWMH
10
Riverpoint Wealth Management Holdings
Illinois
$13.8M
LPL Financial
11
LPL Financial
California
$11.8M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$11.4M
PFA
13
Pure Financial Advisors
California
$11.3M
MCM
14
MAI Capital Management
Ohio
$11M
AM
15
AGF Management
Ontario, Canada
$9.29M
Osaic Holdings
16
Osaic Holdings
Arizona
$8.1M
PCML
17
Payne Capital Management, LLC
New York
$7.78M
DAS
18
Dynamic Advisor Solutions
Arizona
$7.15M
HCA
19
Heck Capital Advisors
Wisconsin
$6.55M
Creative Planning
20
Creative Planning
Kansas
$6.22M
RCAG
21
Rehmann Capital Advisory Group
Michigan
$6.03M
MML Investors Services
22
MML Investors Services
Massachusetts
$5.77M
AFTS
23
American Financial & Tax Strategies
New York
$5.53M
MAM
24
Marotta Asset Management
Virginia
$5.13M
PWA
25
Physician Wealth Advisors
Utah
$4.71M