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Fidelity Real Estate Investment ETF

7 hedge funds and large institutions have $2.04M invested in Fidelity Real Estate Investment ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

19% more capital invested

Capital invested by funds: $1.71M → $2.04M (+$330K)

17% more funds holding

Funds holding: 67 (+1)

2.24% more ownership

Funds ownership: 11.18%13.42% (+2.2%)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% 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
4
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$653K +$182K +7,750 +36%
Citadel Advisors
2
Citadel Advisors
Florida
$470K +$135K +5,742 +37%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$457K +$167K +7,106 +53%
RWP
4
RWA Wealth Partners
Massachusetts
$444K
UBS Group
5
UBS Group
Switzerland
$8.3K +$8.73K +372 New
Osaic Holdings
6
Osaic Holdings
Arizona
$3.46K +$939 +40 +35%
Morgan Stanley
7
Morgan Stanley
New York
$32 +$23 +1 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
-$5K -187 Closed

FPRO Hedge Fund Activity: Q4 2024 in Review

7 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity Real Estate Investment ETF (FPRO) for Q4 2024, worth a combined $2.04M — up 19% from $1.71M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FPRO positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $182K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $5K sold.

  • 7 institutional investors held Fidelity Real Estate Investment ETF (FPRO) as of Q4 2024, up from 6 in Q3 2024.
  • Funds reported $2.04M of Fidelity Real Estate Investment ETF stock for Q4 2024, up 19% quarter-over-quarter.
  • 2 funds opened new Fidelity Real Estate Investment ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
  • The largest Fidelity Real Estate Investment ETF buyer in Q4 2024 was AE Wealth Management, an estimated $182K added.
  • The largest Fidelity Real Estate Investment ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $5K sold.

Based on aggregated 13F filings for Q4 2024.