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Fidelity MSCI Real Estate Index ETF

177 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.07% less ownership

Funds ownership: 37.96%36.89% (-1.1%)

10% less funds holding

Funds holding: 197177 (-20)

13% less capital invested

Capital invested by funds: $386M → $335M (-$51M)

60% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 30

Holders
177
Holders Change
-20
Holders Change %
-10.15%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
83
Reduced
54
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Schoolcraft Capital
Colorado
$3.19M -$49.2K -1,989 -1%
AT
27
American Trust
Kentucky
$3.15M +$434K +17,552 +15%
CAG
28
Crestwood Advisors Group
Massachusetts
$2.79M -$152K -6,140 -5%
EP
29
Essential Planning
New Hampshire
$2.75M +$156K +6,318 +6%
GGS
30
Galvin Gaustad & Stein
Arizona
$2.62M +$274K +11,085 +11%
EBA
31
Eagle Bay Advisors
New York
$2.54M +$610K +24,663 +28%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.53M +$204K +8,257 +8%
SWM
33
SigFig Wealth Management
California
$2.52M -$96.8K -3,916 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.41M -$426K -17,223 -14%
DI
35
DFPG Investments
Utah
$2.41M +$1.69M +68,234 +176%
TRCT
36
Tower Research Capital (TRC)
New York
$2.31M +$156K +6,302 +7%
Stifel Financial
37
Stifel Financial
Missouri
$2.21M +$148K +6,003 +7%
RA
38
RFG Advisory
Alabama
$2.18M +$164K +6,612 +7%
OWM
39
Opes Wealth Management
California
$1.98M +$26.3K +1,065 +1%
BBW
40
Blue Barn Wealth
Utah
$1.93M +$216K +8,737 +11%
MAM
41
Marotta Asset Management
Virginia
$1.92M +$310K +12,533 +17%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.88M +$940K +38,010 +85%
MGWM
43
Marks Group Wealth Management
Minnesota
$1.84M +$2M +80,760 New
RJA
44
Raymond James & Associates
Florida
$1.78M -$113K -4,577 -6%
AMG
45
Asset Management Group
Connecticut
$1.77M -$3.09K -125 -0.2%
AI
46
Atria Investments
North Carolina
$1.69M +$313K +12,652 +20%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.68M +$152K +6,127 +9%
UBS Group
48
UBS Group
Switzerland
$1.54M -$475K -19,205 -22%
Mariner
49
Mariner
Kansas
$1.5M -$60.2K -2,436 -4%
FAM
50
Forte Asset Management
New York
$1.33M +$8.51K +344 +0.6%