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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $883M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.02% less ownership

Funds ownership: 54.5%53.47% (-1%)

4% less funds holding

Funds holding: 215207 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

20% less capital invested

Capital invested by funds: $1.1B → $883M (-$215M)

Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
83
Reduced
61
Closed
32
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
76
Connectus Wealth
Ohio
$899K -$393K -13,198 -29%
SC
77
Schoolcraft Capital
Colorado
$861K -$696K -23,400 -42%
AAS
78
Ameritas Advisory Services
Nebraska
$833K -$39.4K -1,323 -4%
KBFS
79
Kohmann Bosshard Financial Services
Ohio
$828K +$664K +22,295 +273%
ACA
80
Atlas Capital Advisors
Wyoming
$814K +$453K +15,218 +103%
AF
81
Apexium Financial
Texas
$804K +$895K +30,070 New
AWS
82
Atria Wealth Solutions
New York
$716K +$331K +11,135 +73%
WIA
83
World Investment Advisors
California
$705K -$291K -9,788 -29%
TCM
84
Tufton Capital Management
Maryland
$686K -$149 -5 -0%
HAS
85
HBW Advisory Services
California
$637K +$13.4K +451 +2%
PCA
86
Providence Capital Advisors
North Carolina
$611K +$230K +7,741 +52%
WPW
87
Waldron Private Wealth
Pennsylvania
$597K -$664K -22,295 -50%
CWM
88
Cedar Wealth Management
California
$573K -$15.4K -517 -2%
CTA
89
Colonial Trust Advisors
South Carolina
$566K -$115K -3,874 -16%
FNC
90
First National Corp
Massachusetts
$529K +$35.6K +1,196 +7%
William Blair & Company
91
William Blair & Company
Illinois
$508K +$150K +5,044 +37%
BMM
92
Buffington Mohr McNeal
Idaho
$500K
SSWM
93
Smith Salley Wealth Management
North Carolina
$483K -$219K -7,358 -29%
VC
94
Vicus Capital
Pennsylvania
$471K +$516K +17,336 New
SW
95
SVB Wealth
Massachusetts
$451K -$10.7K -360 -2%
BAM
96
Baldrige Asset Management
Pennsylvania
$449K +$2.92K +98 +0.6%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$441K -$145K -4,880 -23%
Prudential Financial
98
Prudential Financial
New Jersey
$429K +$57.4K +1,929 +14%
AFP
99
Ausdal Financial Partners
Iowa
$427K -$10.1K -340 -2%
NA
100
NewEdge Advisors
Louisiana
$418K +$458K +15,377 New