Fidelity Real Estate Investment ETF
FPRO
9 hedge funds and large institutions have $967K invested in Fidelity Real Estate Investment ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
1.56% less ownership
Funds ownership: 9.96% → 8.4% (-1.6%)
26% less capital invested
Capital invested by funds: $1.3M → $967K (-$332K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$390K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$10.1K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.79K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$98 |
| 5 |
Morgan Stanley
New York
|
+$39 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$272K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$24.7K |
| 3 |
BWS
Buck Wealth Strategies
Denver,
Colorado
|
-$932 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWP
1
RWA Wealth Partners
Newton,
Massachusetts
| $431K | +$390K | +19,910 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $288K | +$10.1K | +516 | +4% |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $232K | +$5.79K | +296 | +3% |
|
4
Mercer Global Advisors
Denver,
Colorado
| $10K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $3.6K | -$24.7K | -1,260 | -88% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $2.49K | – | – | – |
|
|
7
Morgan Stanley
New York
| $46 | +$39 | +2 | New |
|
8
Fidelity Investments
Boston,
Massachusetts
| $22 | +$20 | +1 | New |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$272K | -14,598 | Closed |
|
|
BWS
10
Buck Wealth Strategies
Denver,
Colorado
| – | -$932 | -50 | Closed |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$98 | +5 | New |
|
FPRO Hedge Fund Activity: Q4 2023 in Review
9 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fidelity Real Estate Investment ETF (FPRO) for Q4 2023, worth a combined $967K — down 26% from $1.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FPRO positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $390K. The largest seller was Citadel Advisors, exiting entirely with an estimated $272K sold.
- 9 institutional investors held Fidelity Real Estate Investment ETF (FPRO) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $967K of Fidelity Real Estate Investment ETF stock for Q4 2023, down 26% quarter-over-quarter.
- 4 funds opened new Fidelity Real Estate Investment ETF positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest Fidelity Real Estate Investment ETF buyer in Q4 2023 was RWA Wealth Partners, an estimated $390K added.
- The largest Fidelity Real Estate Investment ETF seller in Q4 2023 was Citadel Advisors, an estimated $272K sold.
Based on aggregated 13F filings for Q4 2023.