We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

192 hedge funds and large institutions have $777M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.38% more ownership

Funds ownership: 53.47%53.85% (+0.38%)

7% less funds holding

Funds holding: 207192 (-15)

12% less capital invested

Capital invested by funds: $883M → $777M (-$105M)

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
192
Holders Change
-15
Holders Change %
-7.25%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
17
Increased
84
Reduced
57
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$1.42M +$9.25K +332 +0.6%
KAS
52
Kestra Advisory Services
Texas
$1.41M -$2.11M -75,582 -56%
RA
53
RFG Advisory
Alabama
$1.4M -$422K -15,152 -21%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.39M +$405K +14,520 +33%
OWM
55
Opes Wealth Management
California
$1.37M +$61.8K +2,219 +4%
AF
56
Apexium Financial
Texas
$1.35M +$650K +23,333 +78%
Wells Fargo
57
Wells Fargo
California
$1.35M +$154K +5,527 +11%
DFG
58
Demars Financial Group
Washington
$1.35M +$18K +645 +1%
MWM
59
Mission Wealth Management
California
$1.33M -$20.5K -736 -1%
EBA
60
Eagle Bay Advisors
New York
$1.33M +$345K +12,388 +29%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$1.3M -$17.2K -617 -1%
ISWM
62
Independent Solutions Wealth Management
New York
$1.3M -$52.6K -1,886 -3%
NL
63
NWAM LLC
Washington
$1.23M +$214K +7,680 +18%
ASN
64
Advisory Services Network
Georgia
$1.21M -$324K -11,644 -19%
Jane Street
65
Jane Street
New York
$1.16M -$408K -14,652 -23%
LPP
66
Life Planning Partners
Florida
$1.11M -$17.2K -618 -1%
SC
67
Schoolcraft Capital
Colorado
$1.1M +$395K +14,191 +45%
AF
68
AtlasMark Financial
Texas
$1.07M +$29.5K +1,058 +2%
RK
69
Rather & Kittrell
Tennessee
$1.04M -$6.58K -236 -0.5%
CAN
70
Cetera Advisor Networks
California
$966K +$46.8K +1,680 +4%
CWM
71
Congress Wealth Management
Massachusetts
$868K -$50.9K -1,825 -5%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$855K +$33.2K +1,190 +3%
SMC
73
Smith, Moore & Co
Missouri
$849K -$7.89K -283 -0.8%
Bank of America
74
Bank of America
North Carolina
$805K -$148K -5,328 -14%
NFP
75
NorthLanding Financial Partners
New York
$763K +$889K +31,885 New