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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $883M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.02% less ownership

Funds ownership: 54.5%53.47% (-1%)

4% less funds holding

Funds holding: 215207 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

20% less capital invested

Capital invested by funds: $1.1B → $883M (-$215M)

Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
83
Reduced
61
Closed
32
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Physician Wealth Advisors
Utah
$4.03M -$371K -12,471 -8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.91M -$879K -29,525 -17%
KAS
28
Kestra Advisory Services
Texas
$3.66M -$223K -7,478 -5%
SWM
29
SigFig Wealth Management
California
$3.56M +$11.8K +398 +0.3%
AWC
30
Adamsbrown Wealth Consultants
Kansas
$3.3M +$2.36M +79,325 +188%
EP
31
Eudaimonia Partners
Tennessee
$3.07M -$625K -21,016 -16%
JWCA
32
J.W. Cole Advisors
Florida
$2.9M +$169K +5,672 +6%
Stifel Financial
33
Stifel Financial
Missouri
$2.72M +$22.6K +759 +0.8%
MA
34
Mutual Advisors
Nebraska
$2.5M +$269K +9,023 +11%
UBS Group
35
UBS Group
Switzerland
$2.32M +$419K +14,082 +20%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.28M -$2.95K -99 -0.1%
VWM
37
Venturi Wealth Management
Texas
$2.23M +$2.45M +82,192 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.18M +$238K +7,980 +11%
AMG
39
Asset Management Group
Connecticut
$2.16M +$16.3K +548 +0.7%
RA
40
RFG Advisory
Alabama
$2.1M +$547K +18,387 +34%
RJA
41
Raymond James & Associates
Florida
$1.98M +$625 +21 +0%
AWM
42
AE Wealth Management
Kansas
$1.87M -$84.6K -2,843 -4%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.83M +$218K +7,314 +12%
CWM
44
Curi Wealth Management
North Carolina
$1.77M +$261K +8,768 +16%
Goldman Sachs
45
Goldman Sachs
New York
$1.76M -$510K -17,144 -21%
Jane Street
46
Jane Street
New York
$1.72M +$1.88M +63,263 New
ASN
47
Advisory Services Network
Georgia
$1.69M +$16.8K +563 +0.9%
Mariner
48
Mariner
Kansas
$1.68M -$245K -8,231 -12%
GGS
49
Galvin Gaustad & Stein
Arizona
$1.66M +$117K +3,933 +7%
LNC
50
Lincoln National Corp
Pennsylvania
$1.6M -$95.7K -3,215 -5%