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Fidelity MSCI Real Estate Index ETF

202 hedge funds and large institutions have $774M invested in Fidelity MSCI Real Estate Index ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 51

50% more capital invested

Capital invested by funds: $515M → $774M (+$259M)

9.84% more ownership

Funds ownership: 47.72%57.56% (+9.8%)

5% less funds holding

Funds holding: 213202 (-11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
202
Holders Change
-11
Holders Change %
-5.16%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
17
Increased
93
Reduced
51
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$276M +$285M +10,228,250 +25,322%
Lido Advisors
2
Lido Advisors
California
$31.2M -$4.98M -178,779 -13%
CNC
3
Citizens & Northern Corp
Pennsylvania
$30.1M +$915K +32,862 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.9M +$3.89M +139,859 +17%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$22.9M +$964K +34,617 +4%
BDF
6
Black Diamond Financial
Maryland
$22.3M +$2.07M +74,464 +10%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$18.9M -$4.46M -160,198 -19%
T
8
TrueFG
Texas
$18.6M +$714K +25,644 +4%
MCM
9
MAI Capital Management
Ohio
$18.6M +$2.32M +83,319 +14%
LPL Financial
10
LPL Financial
California
$15.8M +$4.76M +171,095 +41%
Two Sigma Investments
11
Two Sigma Investments
New York
$15.5M +$7.24M +260,100 +83%
RWMH
12
Riverpoint Wealth Management Holdings
Illinois
$15M +$837K +30,075 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14.9M +$563K +20,233 +4%
PFA
14
Pure Financial Advisors
California
$10.4M -$307K -11,034 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$10.2M -$1.48M -53,177 -12%
DWM
16
Diversify Wealth Management
Utah
$9.49M +$3.04M +109,052 +49%
PCM
17
Payne Capital Management
New York
$8.4M +$404K +14,504 +5%
MAM
18
Marotta Asset Management
Virginia
$6.82M +$977K +35,105 +16%
AWM
19
AE Wealth Management
Kansas
$6.65M -$38.1M -1,367,388 -85%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$6.46M +$232K +8,331 +4%
HCA
21
Heck Capital Advisors
Wisconsin
$6.35M +$1.14K +41 +0%
Osaic Holdings
22
Osaic Holdings
Arizona
$6.31M -$836K -30,024 -11%
PPW
23
Pasadena Private Wealth
California
$5.94M +$6.14M +220,576 New
MML Investors Services
24
MML Investors Services
Massachusetts
$5.8M -$484K -17,371 -7%
AM
25
AGF Management
Ontario, Canada
$5.74M +$79.7K +2,864 +1%