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Fidelity Real Estate Investment ETF

6 hedge funds and large institutions have $872K invested in Fidelity Real Estate Investment ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

20% more funds holding

Funds holding: 56 (+1)

2.03% less ownership

Funds ownership: 7.46%5.44% (-2%)

30% less capital invested

Capital invested by funds: $1.25M → $872K (-$375K)

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1
Ropes Wealth Advisors
Massachusetts
$409K
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$225K +$231K +10,957 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$200K +$206K +9,746 New
Osaic Holdings
4
Osaic Holdings
Arizona
$22.4K +$21.1K +1,000 +1,111%
AAS
5
Ameritas Advisory Services
Nebraska
$13.4K +$13.7K +650 New
CWP
6
Concord Wealth Partners
Virginia
$1.03K +$1.05K +50 New
Citadel Advisors
7
Citadel Advisors
Florida
-$789K -39,196 Closed
UBS Group
8
UBS Group
Switzerland
-$50K -2,482 Closed
ASN
9
Advisory Services Network
Georgia
-$5.5K -273 Closed

FPRO Hedge Fund Activity: Q1 2023 in Review

6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Fidelity Real Estate Investment ETF (FPRO) for Q1 2023, worth a combined $872K — down 30% from $1.25M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FPRO positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $231K. The largest seller was Citadel Advisors, exiting entirely with an estimated $789K sold.

  • 6 institutional investors held Fidelity Real Estate Investment ETF (FPRO) as of Q1 2023, up from 5 in Q4 2022.
  • Funds reported $872K of Fidelity Real Estate Investment ETF stock for Q1 2023, down 30% quarter-over-quarter.
  • 4 funds opened new Fidelity Real Estate Investment ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
  • The largest Fidelity Real Estate Investment ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $231K added.
  • The largest Fidelity Real Estate Investment ETF seller in Q1 2023 was Citadel Advisors, an estimated $789K sold.

Based on aggregated 13F filings for Q1 2023.