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Fidelity MSCI Real Estate Index ETF

213 hedge funds and large institutions have $515M invested in Fidelity MSCI Real Estate Index ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 210213 (+3)

1.18% more ownership

Funds ownership: 46.54%47.72% (+1.2%)

4% more capital invested

Capital invested by funds: $496M → $515M (+$19.3M)

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
32
Increased
97
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$43.4M +$10.4M +380,393 +31%
Lido Advisors
2
Lido Advisors
California
$37.2M +$71K +2,603 +0.2%
CNC
3
Citizens & Northern Corp
Pennsylvania
$29.2M +$7.23M +264,741 +32%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$23.2M -$4.56M -166,950 -16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.1M -$3.91M -143,420 -15%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$21.9M +$1.48M +54,228 +7%
BDF
7
Black Diamond Financial
Maryland
$20.2M +$2.02M +74,069 +11%
T
8
TrueFG
Texas
$17.9M +$670K +24,540 +4%
MCM
9
MAI Capital Management
Ohio
$16.3M +$5.8M +212,458 +54%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$14.3M +$668K +24,460 +5%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$14.1M +$761K +27,878 +6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$11.6M +$589K +21,574 +5%
LPL Financial
13
LPL Financial
California
$11.2M -$167K -6,123 -1%
PFA
14
Pure Financial Advisors
California
$10.7M -$228K -8,358 -2%
Two Sigma Investments
15
Two Sigma Investments
New York
$8.47M +$8.59M +314,900 New
PCM
16
Payne Capital Management
New York
$8.01M +$496K +18,192 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.11M -$721K -26,420 -9%
HCA
18
Heck Capital Advisors
Wisconsin
$6.34M +$10.7K +393 +0.2%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.27M +$695K +25,463 +12%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$6.24M +$421K +15,428 +7%
DWM
21
Diversify Wealth Management
Utah
$6.04M +$1.74M +63,588 +40%
Creative Planning
22
Creative Planning
Kansas
$6.03M +$23.9K +874 +0.4%
MAM
23
Marotta Asset Management
Virginia
$5.85M +$908K +33,287 +18%
AM
24
AGF Management
Ontario, Canada
$5.66M -$3.37M -123,493 -37%
DAS
25
Dynamic Advisor Solutions
Arizona
$5.51M -$1.43M -52,324 -20%