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Fidelity MSCI Real Estate Index ETF

197 hedge funds and large institutions have $386M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

2% more funds holding

Funds holding: 194197 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

4.78% less ownership

Funds ownership: 42.74%37.96% (-4.8%)

20% less capital invested

Capital invested by funds: $481M → $386M (-$95.4M)

Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
70
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
51
Forte Asset Management
New York
$1.46M +$25.6K +1,044 +2%
LPAM
52
Lodestar Private Asset Management
California
$1.33M -$97.5K -3,975 -7%
JP Morgan Chase
53
JP Morgan Chase
New York
$1.3M -$24.4K -995 -2%
Goldman Sachs
54
Goldman Sachs
New York
$1.27M -$1.08M -44,136 -47%
CAN
55
Cetera Advisor Networks
California
$1.22M +$73K +2,975 +7%
WSFS
56
Wilmington Savings Fund Society
Delaware
$1.22M -$302K -12,326 -20%
VWM
57
Venturi Wealth Management
Texas
$1.21M -$75.8K -3,088 -6%
NL
58
NWAM LLC
Washington
$1.18M +$74.4K +3,032 +7%
SPC
59
Sigma Planning Corp
Michigan
$1.18M -$2.33M -94,802 -67%
MWM
60
Mission Wealth Management
California
$1.18M -$105K -4,289 -8%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$1.12M -$3.43M -139,862 -76%
AF
62
Apexium Financial
Texas
$1.1M -$361K -14,709 -25%
BCM
63
Brookstone Capital Management
Illinois
$1.09M -$1.77M -71,971 -62%
ASN
64
Advisory Services Network
Georgia
$1.08M +$2.8K +114 +0.3%
AF
65
AtlasMark Financial
Texas
$1.07M -$40.1K -1,635 -4%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.05M +$269K +10,961 +36%
DI
67
DFPG Investments
Utah
$999K +$949K +38,677 New
IIC
68
Integrated Investment Consultants
Michigan
$983K
RK
69
Rather & Kittrell
Tennessee
$963K -$33.6K -1,370 -3%
SMC
70
Smith, Moore & Co
Missouri
$929K
FNC
71
First National Corp
Massachusetts
$919K -$1.4K -57 -0.2%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$872K -$117K -4,765 -12%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$858K +$843K +34,345 New
CWM
74
Cedar Wealth Management
California
$789K +$9.94K +405 +1%
CWM
75
Congress Wealth Management
Massachusetts
$783K -$102K -4,159 -12%