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Fidelity MSCI Real Estate Index ETF

197 hedge funds and large institutions have $386M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

2% more funds holding

Funds holding: 194197 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

4.78% less ownership

Funds ownership: 42.74%37.96% (-4.8%)

20% less capital invested

Capital invested by funds: $481M → $386M (-$95.4M)

Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
70
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$3.44M -$253K -10,296 -7%
CAG
27
Crestwood Advisors Group
Massachusetts
$3.23M -$2.09M -85,044 -40%
Jane Street
28
Jane Street
New York
$3.23M +$1.04M +42,342 +49%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.09M -$32.9K -1,342 -1%
AT
30
American Trust
Kentucky
$3.04M -$240K -9,787 -7%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.93M -$4.24M -172,984 -60%
SWM
32
SigFig Wealth Management
California
$2.86M +$45.2K +1,843 +2%
EP
33
Essential Planning
New Hampshire
$2.86M +$110K +4,494 +4%
GGS
34
Galvin Gaustad & Stein
Arizona
$2.61M +$154K +6,296 +6%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.58M +$402K +16,399 +19%
TRCT
36
Tower Research Capital (TRC)
New York
$2.38M -$600K -24,476 -20%
Stifel Financial
37
Stifel Financial
Missouri
$2.29M -$76.6K -3,122 -3%
RA
38
RFG Advisory
Alabama
$2.24M +$109K +4,463 +5%
UBS Group
39
UBS Group
Switzerland
$2.19M -$88.6K -3,611 -4%
EBA
40
Eagle Bay Advisors
New York
$2.18M +$152K +6,209 +8%
OWM
41
Opes Wealth Management
California
$2.16M +$565K +23,020 +37%
RJA
42
Raymond James & Associates
Florida
$2.08M -$59.1K -2,408 -3%
AMG
43
Asset Management Group
Connecticut
$1.96M -$20.3K -829 -1%
BBW
44
Blue Barn Wealth
Utah
$1.91M +$293K +11,943 +19%
MA
45
Mutual Advisors
Nebraska
$1.83M +$33.2K +1,355 +2%
MAM
46
Marotta Asset Management
Virginia
$1.8M +$1.76M +71,765 New
Mariner
47
Mariner
Kansas
$1.72M +$42.4K +1,729 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.7M +$453K +18,463 +38%
Citadel Advisors
49
Citadel Advisors
Florida
$1.68M -$310K -12,639 -16%
AI
50
Atria Investments
North Carolina
$1.55M +$43.9K +1,788 +3%