We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

210 hedge funds and large institutions have $647M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

49% more capital invested

Capital invested by funds: $434M → $647M (+$213M)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

23.04% more ownership

Funds ownership: 40.22%63.27% (+23%)

4% more funds holding

Funds holding: 202210 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
83
Reduced
64
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AM
26
AGF Management
Ontario, Canada
$3.83M +$658K +22,996 +19%
Financial Engines Advisors
27
Financial Engines Advisors
California
$3.8M -$215K -7,519 -5%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.77M +$105K +3,678 +3%
Morgan Stanley
29
Morgan Stanley
New York
$3.73M +$361K +12,617 +10%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.64M +$1.2M +41,947 +45%
DWM
31
Diversify Wealth Management
Utah
$3.48M -$406K -14,202 -10%
RA
32
RFG Advisory
Alabama
$3.48M -$4.69K -164 -0.1%
SC
33
Schoolcraft Capital
Colorado
$3.26M -$77.8K -2,719 -2%
Raymond James Financial
34
Raymond James Financial
Florida
$3.12M +$3.3M +115,417 New
ISWM
35
Independent Solutions Wealth Management
New York
$3.05M -$924K -32,290 -22%
BBW
36
Blue Barn Wealth
Utah
$2.99M +$189K +6,613 +6%
SWM
37
SigFig Wealth Management
California
$2.89M +$31.9K +1,116 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.85M +$103K +3,617 +4%
OWM
39
Opes Wealth Management
California
$2.84M +$3.2K +112 +0.1%
PFG
40
Prospect Financial Group
Virginia
$2.67M +$2.83M +98,804 New
UBS Group
41
UBS Group
Switzerland
$2.66M +$557K +19,454 +25%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.48M +$348K +12,169 +15%
FPCP
43
Fort Point Capital Partners
California
$2.45M +$2.59M +90,642 New
HCA
44
Heck Capital Advisors
Wisconsin
$2.42M -$47.3K -1,654 -2%
SIA
45
Soltis Investment Advisors
Utah
$2.13M +$772 +27 +0%
Stifel Financial
46
Stifel Financial
Missouri
$2.13M -$26.6K -929 -1%
FAM
47
Forte Asset Management
New York
$2.05M +$179K +6,263 +9%
AMG
48
Asset Management Group
Connecticut
$1.84M -$127K -4,448 -6%
LPAM
49
Lodestar Private Asset Management
California
$1.79M +$23.9K +834 +1%
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$1.78M +$571K +19,953 +43%