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Fidelity Real Estate Investment ETF

6 hedge funds and large institutions have $1.4M invested in Fidelity Real Estate Investment ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $967K → $1.4M (+$434K)

2.14% more ownership

Funds ownership: 8.4%10.54% (+2.1%)

33% less funds holding

Funds holding: 96 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
6
Holders Change
-3
Holders Change %
-33.33%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$505K +$502K +23,945 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$472K +$190K +9,078 +68%
RWP
3
RWA Wealth Partners
Massachusetts
$420K
Osaic Holdings
4
Osaic Holdings
Arizona
$2.42K
AF
5
Allworth Financial
California
$2K +$1.99K +95 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
-$232K -10,694 Closed
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
-$10K -10,424 Closed
UBS Group
8
UBS Group
Switzerland
-$3.6K -166 Closed
Morgan Stanley
9
Morgan Stanley
New York
-$46 -2 Closed
Fidelity Investments
10
Fidelity Investments
Massachusetts
-$22 -1 Closed

FPRO Hedge Fund Activity: Q1 2024 in Review

6 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fidelity Real Estate Investment ETF (FPRO) for Q1 2024, worth a combined $1.4M — up 45% from $967K a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FPRO and 2 opened new positions — a net loss of 3 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $502K. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $232K sold.

  • 6 institutional investors held Fidelity Real Estate Investment ETF (FPRO) as of Q1 2024, down from 9 in Q4 2023.
  • Funds reported $1.4M of Fidelity Real Estate Investment ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 2 funds opened new Fidelity Real Estate Investment ETF positions in Q1 2024 and 5 closed out, a net change of -3 holders.
  • The largest Fidelity Real Estate Investment ETF buyer in Q1 2024 was Citadel Advisors, an estimated $502K added.
  • The largest Fidelity Real Estate Investment ETF seller in Q1 2024 was Cetera Investment Advisers, an estimated $232K sold.

Based on aggregated 13F filings for Q1 2024.