We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 66

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.53% more ownership

Funds ownership: 37.17%37.7% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 204203 (-1)

3% less capital invested

Capital invested by funds: $375M → $364M (-$11.7M)

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNC
51
First National Corp
Massachusetts
$1.55M
NL
52
NWAM LLC
Washington
$1.55M +$169K +6,563 +12%
AI
53
Atria Investments
North Carolina
$1.53M +$74.2K +2,881 +5%
HCA
54
Heck Capital Advisors
Wisconsin
$1.49M -$14.1K -546 -0.9%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.49M -$761K -29,543 -34%
OPS
56
Orion Portfolio Solutions
Nebraska
$1.49M -$761K -29,543 -34%
FSC
57
Full Sail Capital
Oklahoma
$1.48M -$75K -2,911 -5%
PHAM
58
Palisades Hudson Asset Management
Florida
$1.47M +$128K +4,949 +10%
LNC
59
Lincoln National Corp
Pennsylvania
$1.43M +$538K +20,874 +61%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$1.26M +$64.6K +2,509 +5%
BFA
61
Beaumont Financial Advisors
Massachusetts
$1.23M -$153K -5,952 -11%
S
62
Sachetta
Massachusetts
$1.2M
AM
63
AGF Management
Ontario, Canada
$1.14M +$304K +11,782 +37%
LPP
64
Life Planning Partners
Florida
$1.11M +$74.1K +2,875 +7%
SPC
65
Sigma Planning Corp
Michigan
$1.07M +$589K +22,874 +126%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$1M +$46.1K +1,789 +5%
SMC
67
Smith, Moore & Co
Missouri
$969K +$3.04K +118 +0.3%
BTI
68
Blue Trust Inc
Georgia
$954K -$2.05M -79,706 -69%
RK
69
Rather & Kittrell
Tennessee
$936K -$33.8K -1,310 -4%
BWM
70
Birchcreek Wealth Management
Ohio
$877K +$108K +4,184 +14%
CWM
71
Cedar Wealth Management
California
$869K -$21.3K -825 -2%
MA
72
Mutual Advisors
Nebraska
$841K -$12.6K -489 -1%
TIM
73
Tortoise Investment Management
New York
$830K -$10.7K -416 -1%
HAG
74
HF Advisory Group
Maryland
$811K +$63K +2,446 +9%
RSWM
75
Robertson Stephens Wealth Management
California
$810K +$107K +4,171 +16%