We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

192 hedge funds and large institutions have $777M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.38% more ownership

Funds ownership: 53.47%53.85% (+0.38%)

7% less funds holding

Funds holding: 207192 (-15)

12% less capital invested

Capital invested by funds: $883M → $777M (-$105M)

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
192
Holders Change
-15
Holders Change %
-7.25%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
17
Increased
84
Reduced
57
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$3.61M -$373K -13,396 -8%
BFS
27
Bard Financial Services
Connecticut
$3.52M -$1.11M -39,661 -21%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.43M -$558K -20,020 -12%
SWM
29
SigFig Wealth Management
California
$3.4M -$132K -4,722 -4%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$3.3M -$170K -6,109 -4%
EP
31
Eudaimonia Partners
Tennessee
$2.84M +$161K +5,771 +5%
JWCA
32
J.W. Cole Advisors
Florida
$2.66M +$128K +4,585 +4%
Goldman Sachs
33
Goldman Sachs
New York
$2.46M +$1.06M +38,054 +59%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.35M +$394K +14,155 +17%
EP
35
Essential Planning
New Hampshire
$2.24M +$2.61M +93,777 New
Stifel Financial
36
Stifel Financial
Missouri
$2.23M -$198K -7,114 -7%
MA
37
Mutual Advisors
Nebraska
$2.19M -$19.8K -709 -0.8%
Citadel Advisors
38
Citadel Advisors
Florida
$2.18M +$986K +35,400 +64%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.12M +$235K +8,421 +11%
UBS Group
40
UBS Group
Switzerland
$2.1M +$62.6K +2,247 +3%
GGS
41
Galvin Gaustad & Stein
Arizona
$1.94M +$557K +19,995 +33%
AMG
42
Asset Management Group
Connecticut
$1.91M +$2.93K +105 +0.1%
BCM
43
Brookstone Capital Management
Illinois
$1.87M -$7.12M -255,433 -76%
CWM
44
Curi Wealth Management
North Carolina
$1.83M +$313K +11,223 +17%
Mariner
45
Mariner
Kansas
$1.77M +$339K +12,167 +20%
RJA
46
Raymond James & Associates
Florida
$1.64M -$124K -4,456 -6%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.63M +$13.7K +493 +0.7%
TRCT
48
Tower Research Capital (TRC)
New York
$1.62M +$381K +13,672 +25%
5L
49
55I LLC
Massachusetts
$1.59M +$889K +31,901 +92%
BBW
50
Blue Barn Wealth
Utah
$1.48M +$120K +4,307 +7%