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Fidelity MSCI Real Estate Index ETF

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 66

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.53% more ownership

Funds ownership: 37.17%37.7% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 204203 (-1)

3% less capital invested

Capital invested by funds: $375M → $364M (-$11.7M)

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGS
26
Galvin Gaustad & Stein
Arizona
$3.35M -$3.92K -152 -0.1%
DAS
27
Diversify Advisory Services
Utah
$3.35M +$3.36M +130,570 New
EP
28
Essential Planning
New Hampshire
$3.21M +$2.86K +111 +0.1%
Morgan Stanley
29
Morgan Stanley
New York
$3.01M -$2.77M -107,539 -48%
SC
30
Schoolcraft Capital
Colorado
$3.01M +$32.4K +1,256 +1%
MAM
31
Marotta Asset Management
Virginia
$2.98M +$197K +7,664 +7%
RA
32
RFG Advisory
Alabama
$2.83M +$53.2K +2,065 +2%
Goldman Sachs
33
Goldman Sachs
New York
$2.82M +$347K +13,455 +14%
SWM
34
SigFig Wealth Management
California
$2.8M -$276K -10,706 -9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.68M -$4.17K -162 -0.2%
OWM
36
Opes Wealth Management
California
$2.68M +$217K +8,418 +9%
BBW
37
Blue Barn Wealth
Utah
$2.48M +$78.4K +3,043 +3%
JP Morgan Chase
38
JP Morgan Chase
New York
$2.21M -$82.2K -3,191 -4%
RJA
39
Raymond James & Associates
Florida
$2.19M +$75.3K +2,922 +4%
Stifel Financial
40
Stifel Financial
Missouri
$2.17M +$8.43K +327 +0.4%
MGWM
41
Marks Group Wealth Management
Minnesota
$2.11M
SIA
42
Soltis Investment Advisors
Utah
$2.06M -$6.98K -271 -0.3%
AMG
43
Asset Management Group
Connecticut
$1.89M -$89.6K -3,478 -5%
EBA
44
Eagle Bay Advisors
New York
$1.84M +$89.7K +3,480 +5%
FAM
45
Forte Asset Management
New York
$1.81M +$181K +7,033 +11%
UBS Group
46
UBS Group
Switzerland
$1.79M +$37.5K +1,456 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.75M -$422K -16,393 -20%
LPAM
48
Lodestar Private Asset Management
California
$1.59M +$91.7K +3,560 +6%
Mariner
49
Mariner
Kansas
$1.58M -$74.1K -2,877 -5%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.57M +$688K +26,687 +79%