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Fidelity MSCI Real Estate Index ETF

210 hedge funds and large institutions have $647M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

49% more capital invested

Capital invested by funds: $434M → $647M (+$213M)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

23.04% more ownership

Funds ownership: 40.22%63.27% (+23%)

4% more funds holding

Funds holding: 202210 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
83
Reduced
64
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
51
Sachetta
Massachusetts
$1.77M +$119K +4,175 +7%
NL
52
NWAM LLC
Washington
$1.76M -$9.1K -318 -0.5%
QC
53
Quadrature Capital
United Kingdom
$1.7M +$1.79M +62,687 New
BFA
54
Beaumont Financial Advisors
Massachusetts
$1.69M +$440K +15,364 +32%
MGWM
55
Marks Group Wealth Management
Minnesota
$1.63M -$224K -7,835 -11%
CWM
56
Congress Wealth Management
Massachusetts
$1.63M +$109K +3,800 +7%
PHAM
57
Palisades Hudson Asset Management
Florida
$1.55M -$55.8K -1,949 -3%
FNC
58
First National Corp
Massachusetts
$1.5M +$74.3K +2,596 +5%
TIM
59
Tortoise Investment Management
New York
$1.42M -$34.9K -1,220 -2%
EBA
60
Eagle Bay Advisors
New York
$1.41M -$419K -14,655 -22%
FSC
61
Full Sail Capital
Oklahoma
$1.36M -$98.5K -3,443 -6%
JP Morgan Chase
62
JP Morgan Chase
New York
$1.3M +$64.6K +2,257 +5%
Citadel Advisors
63
Citadel Advisors
Florida
$1.29M -$727K -25,420 -35%
Mariner
64
Mariner
Kansas
$1.25M -$98.8K -3,454 -7%
LPP
65
Life Planning Partners
Florida
$1.16M +$915 +32 +0.1%
HAG
66
HF Advisory Group
Maryland
$1.11M +$84.8K +2,964 +8%
Ameriprise
67
Ameriprise
Minnesota
$1.09M +$241K +8,429 +26%
AI
68
Atria Investments
North Carolina
$1.09M -$753K -26,320 -40%
KAS
69
Kestra Advisory Services
Texas
$1.03M -$47.4K -1,658 -4%
GJIA
70
Glass Jacobson Investment Advisors
Maryland
$1.02M -$1.17K -41 -0.1%
Bank of America
71
Bank of America
North Carolina
$989K +$150K +5,226 +17%
SMC
72
Smith, Moore & Co
Missouri
$987K -$20.8K -726 -2%
PAS
73
PKS Advisory Services
New York
$984K +$1.04M +36,412 New
BWM
74
Birchcreek Wealth Management
Ohio
$971K +$52.6K +1,837 +5%
FFA
75
Farther Finance Advisors
California
$919K +$965K +33,746 +12,930%