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Fidelity MSCI Real Estate Index ETF

177 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.07% less ownership

Funds ownership: 37.96%36.89% (-1.1%)

10% less funds holding

Funds holding: 197177 (-20)

13% less capital invested

Capital invested by funds: $386M → $335M (-$51M)

60% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 30

Holders
177
Holders Change
-20
Holders Change %
-10.15%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
83
Reduced
54
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$1.27M +$177K +7,177 +15%
JP Morgan Chase
52
JP Morgan Chase
New York
$1.26M +$84.5K +3,415 +7%
LPAM
53
Lodestar Private Asset Management
California
$1.25M +$48.4K +1,959 +4%
LNC
54
Lincoln National Corp
Pennsylvania
$1.23M +$577K +23,346 +76%
NL
55
NWAM LLC
Washington
$1.17M +$103K +4,182 +9%
TIM
56
Tortoise Investment Management
New York
$1.1M +$969K +39,181 +419%
SPC
57
Sigma Planning Corp
Michigan
$1.03M -$44K -1,780 -4%
ASN
58
Advisory Services Network
Georgia
$936K -$44.3K -1,792 -4%
VWM
59
Venturi Wealth Management
Texas
$921K -$192K -7,776 -16%
Citadel Advisors
60
Citadel Advisors
Florida
$899K -$674K -27,267 -41%
IIC
61
Integrated Investment Consultants
Michigan
$891K
MA
62
Mutual Advisors
Nebraska
$881K -$841K -34,015 -47%
RK
63
Rather & Kittrell
Tennessee
$878K +$5.69K +230 +0.6%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$857K +$84.9K +3,434 +10%
CWM
65
Cedar Wealth Management
California
$845K +$141K +5,691 +18%
SMC
66
Smith, Moore & Co
Missouri
$842K
MWM
67
Mission Wealth Management
California
$745K -$349K -14,117 -30%
GJIA
68
Glass Jacobson Investment Advisors
Maryland
$720K +$18K +728 +2%
BCM
69
Brookstone Capital Management
Illinois
$717K -$264K -10,655 -25%
CWM
70
Congress Wealth Management
Massachusetts
$712K +$2.13K +86 +0.3%
FNC
71
First National Corp
Massachusetts
$677K -$170K -6,861 -19%
STB
72
S&T Bank
Pennsylvania
$644K -$2.4K -97 -0.3%
DFG
73
Demars Financial Group
Washington
$633K -$24.1K -974 -3%
Bank of America
74
Bank of America
North Carolina
$620K -$77.5K -3,132 -10%
AF
75
Apexium Financial
Texas
$615K -$412K -16,646 -38%