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Fidelity MSCI Real Estate Index ETF

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

1.23% more ownership

Funds ownership: 37.7%38.92% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $364M → $358M (-$5.42M)

2% less funds holding

Funds holding: 203198 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
26
Essential Planning
New Hampshire
$3.19M +$137K +5,518 +5%
RA
27
RFG Advisory
Alabama
$3.18M +$427K +17,173 +16%
DWM
28
Diversify Wealth Management
Utah
$3.18M +$2.95M +118,665 New
SC
29
Schoolcraft Capital
Colorado
$3.14M +$214K +8,614 +7%
Morgan Stanley
30
Morgan Stanley
New York
$3.04M +$111K +4,478 +4%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$2.8M +$2.34M +94,167 +571%
SWM
32
SigFig Wealth Management
California
$2.79M +$71.1K +2,856 +3%
OWM
33
Opes Wealth Management
California
$2.65M +$39.6K +1,591 +2%
RJA
34
Raymond James & Associates
Florida
$2.6M +$472K +18,956 +23%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.59M -$18K -724 -0.7%
BBW
36
Blue Barn Wealth
Utah
$2.55M +$131K +5,268 +6%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.37M -$1.14M -45,656 -33%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.03M -$1.51M -60,629 -43%
Stifel Financial
39
Stifel Financial
Missouri
$2.02M -$93.9K -3,774 -5%
SIA
40
Soltis Investment Advisors
Utah
$2M +$25 +1 +0%
EBA
41
Eagle Bay Advisors
New York
$1.94M +$153K +6,149 +9%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.9M +$193K +7,761 +12%
FAM
43
Forte Asset Management
New York
$1.85M +$93.1K +3,743 +5%
AMG
44
Asset Management Group
Connecticut
$1.82M -$13.9K -557 -0.8%
AI
45
Atria Investments
North Carolina
$1.78M +$287K +11,534 +20%
DAS
46
Diversify Advisory Services
Utah
$1.76M -$1.52M -61,222 -47%
MGWM
47
Marks Group Wealth Management
Minnesota
$1.73M -$309K -12,436 -15%
UBS Group
48
UBS Group
Switzerland
$1.73M -$4.16K -167 -0.2%
LPAM
49
Lodestar Private Asset Management
California
$1.59M +$46K +1,849 +3%
S
50
Sachetta
Massachusetts
$1.59M +$326K +13,100 +29%