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Fidelity MSCI Real Estate Index ETF

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

1.23% more ownership

Funds ownership: 37.7%38.92% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $364M → $358M (-$5.42M)

2% less funds holding

Funds holding: 203198 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$1.56M +$112K +4,499 +8%
OPS
52
Orion Portfolio Solutions
Nebraska
$1.56M +$112K +4,499 +8%
PHAM
53
Palisades Hudson Asset Management
Florida
$1.44M +$11.9K +479 +0.8%
HCA
54
Heck Capital Advisors
Wisconsin
$1.43M -$16.8K -675 -1%
FSC
55
Full Sail Capital
Oklahoma
$1.37M -$65.7K -2,642 -5%
TIM
56
Tortoise Investment Management
New York
$1.35M +$532K +21,384 +67%
FNC
57
First National Corp
Massachusetts
$1.32M -$150K -6,033 -10%
AM
58
AGF Management
Ontario, Canada
$1.31M +$199K +8,006 +18%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$1.28M +$62.3K +2,502 +5%
Mariner
60
Mariner
Kansas
$1.28M -$254K -10,190 -17%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.27M -$854K -34,335 -41%
BFA
62
Beaumont Financial Advisors
Massachusetts
$1.19M +$3.04K +122 +0.3%
CWM
63
Congress Wealth Management
Massachusetts
$1.18M +$1.16M +46,480 New
LPP
64
Life Planning Partners
Florida
$1.08M +$5.42K +218 +0.5%
SPC
65
Sigma Planning Corp
Michigan
$1.07M +$28.1K +1,129 +3%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$958K -$17.5K -704 -2%
HAG
67
HF Advisory Group
Maryland
$955K +$164K +6,599 +21%
BTI
68
Blue Trust Inc
Georgia
$954K
SMC
69
Smith, Moore & Co
Missouri
$941K
RK
70
Rather & Kittrell
Tennessee
$916K +$6.77K +272 +0.8%
BWM
71
Birchcreek Wealth Management
Ohio
$850K -$2.54K -102 -0.3%
KAS
72
Kestra Advisory Services
Texas
$829K +$299K +12,034 +44%
IIC
73
Integrated Investment Consultants
Michigan
$809K
VWM
74
VCI Wealth Management
Missouri
$766K +$752K +30,226 New
Ameriprise
75
Ameriprise
Minnesota
$763K +$189K +7,615 +34%