Fidelity Real Estate Investment ETF
FPRO
8 hedge funds and large institutions have $1.3M invested in Fidelity Real Estate Investment ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
0.91% more ownership
Funds ownership: 9.04% → 9.96% (+0.91%)
5% less capital invested
Capital invested by funds: $1.36M → $1.3M (-$61.7K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$211K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$28.8K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.33K |
| 4 |
BWS
Buck Wealth Strategies
Denver,
Colorado
|
+$1.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$81.1K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$78.1K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$14.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWA
1
Ropes Wealth Advisors
Boston,
Massachusetts
| $371K | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $272K | -$81.1K | -4,016 | -22% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $238K | -$14.2K | -701 | -5% |
|
|
4
Mercer Global Advisors
Denver,
Colorado
| $194K | +$211K | +10,424 | New |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $194K | +$7.33K | +363 | +4% |
|
|
6
UBS Group
Zurich,
Switzerland
| $26.6K | +$28.8K | +1,426 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $2.14K | -$78.1K | -3,867 | -97% |
|
|
BWS
8
Buck Wealth Strategies
Denver,
Colorado
| $932 | +$1.01K | +50 | New |
|
FPRO Hedge Fund Activity: Q3 2023 in Review
8 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Fidelity Real Estate Investment ETF (FPRO) for Q3 2023, worth a combined $1.3M — down 4.5% from $1.36M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FPRO positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $211K. The largest seller was Citadel Advisors, cutting an estimated $81.1K.
- 8 institutional investors held Fidelity Real Estate Investment ETF (FPRO) as of Q3 2023, up from 5 in Q2 2023.
- Funds reported $1.3M of Fidelity Real Estate Investment ETF stock for Q3 2023, down 4.5% quarter-over-quarter.
- 3 funds opened new Fidelity Real Estate Investment ETF positions in Q3 2023 and 0 closed out, a net change of +3 holders.
- The largest Fidelity Real Estate Investment ETF buyer in Q3 2023 was Mercer Global Advisors, an estimated $211K added.
- The largest Fidelity Real Estate Investment ETF seller in Q3 2023 was Citadel Advisors, an estimated $81.1K sold.
Based on aggregated 13F filings for Q3 2023.