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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $883M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.02% less ownership

Funds ownership: 54.5%53.47% (-1%)

4% less funds holding

Funds holding: 215207 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

20% less capital invested

Capital invested by funds: $1.1B → $883M (-$215M)

Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
83
Reduced
61
Closed
32
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BBW
51
Blue Barn Wealth
Utah
$1.56M +$35.6K +1,196 +2%
MWM
52
Mission Wealth Management
California
$1.53M -$126K -4,227 -7%
ISWM
53
Independent Solutions Wealth Management
New York
$1.53M +$1.68M +56,407 New
DFG
54
Demars Financial Group
Washington
$1.51M +$208 +7 +0%
Citadel Advisors
55
Citadel Advisors
Florida
$1.51M +$1.66M +55,625 New
OWM
56
Opes Wealth Management
California
$1.5M +$11.4K +384 +0.7%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$1.5M +$180K +6,036 +12%
BFPW
58
BOK Financial Private Wealth
Colorado
$1.47M +$270K +9,073 +20%
TRCT
59
Tower Research Capital (TRC)
New York
$1.47M +$1.57M +52,656 +4,054%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.43M +$952K +31,982 +156%
Wells Fargo
61
Wells Fargo
California
$1.38M +$117K +3,927 +8%
LPP
62
Life Planning Partners
Florida
$1.28M +$298 +10 +0%
NL
63
NWAM LLC
Washington
$1.21M +$57.3K +1,925 +5%
AF
64
AtlasMark Financial
Texas
$1.19M +$44.9K +1,507 +4%
RK
65
Rather & Kittrell
Tennessee
$1.19M -$29K -974 -2%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.18M +$149K +5,012 +13%
BCI
67
Brinker Capital Investments
Pennsylvania
$1.17M +$35.4K +1,188 +3%
EBA
68
Eagle Bay Advisors
New York
$1.16M +$45.7K +1,534 +4%
Bank of America
69
Bank of America
North Carolina
$1.06M +$341K +11,463 +42%
CAN
70
Cetera Advisor Networks
California
$1.05M +$92.2K +3,099 +9%
CWM
71
Congress Wealth Management
Massachusetts
$1.04M +$9.55K +321 +0.8%
SMC
72
Smith, Moore & Co
Missouri
$971K +$8.42K +283 +0.8%
5L
73
55I LLC
Massachusetts
$941K -$60.9K -2,045 -6%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$939K -$685 -23 -0.1%
IIC
75
Integrated Investment Consultants
Michigan
$924K