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Fidelity MSCI Real Estate Index ETF

192 hedge funds and large institutions have $777M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.38% more ownership

Funds ownership: 53.47%53.85% (+0.38%)

7% less funds holding

Funds holding: 207192 (-15)

12% less capital invested

Capital invested by funds: $883M → $777M (-$105M)

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
192
Holders Change
-15
Holders Change %
-7.25%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
17
Increased
84
Reduced
57
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Ameritas Advisory Services
Nebraska
$732K -$2.17K -78 -0.3%
AWS
77
Atria Wealth Solutions
New York
$729K +$114K +4,087 +15%
TCM
78
Tufton Capital Management
Maryland
$597K -$7.61K -273 -1%
CWM
79
Cedar Wealth Management
California
$568K +$73.8K +2,647 +13%
HAS
80
HBW Advisory Services
California
$564K +$3.26K +117 +0.5%
WPW
81
Waldron Private Wealth
Pennsylvania
$526K
CTA
82
Colonial Trust Advisors
South Carolina
$500K +$1.67K +60 +0.3%
GRP
83
Global Retirement Partners
California
$484K +$208K +7,450 +62%
FNC
84
First National Corp
Massachusetts
$480K +$16.5K +593 +3%
CW
85
Connectus Wealth
Ohio
$475K -$369K -13,233 -40%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$448K +$521K +18,712 New
ACA
87
Atlas Capital Advisors
Wyoming
$443K -$320K -11,467 -38%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$441K +$61.6K +2,209 +14%
BMM
89
Buffington Mohr McNeal
Idaho
$440K
SSWM
90
Smith Salley Wealth Management
North Carolina
$437K +$12.8K +458 +3%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$424K +$74.5K +2,674 +18%
Prudential Financial
92
Prudential Financial
New Jersey
$408K +$41.6K +1,493 +9%
RF
93
Resolute Financial
Massachusetts
$404K +$68K +2,439 +17%
BAM
94
Baldrige Asset Management
Pennsylvania
$396K +$669 +24 +0.1%
PCA
95
Providence Capital Advisors
North Carolina
$389K -$173K -6,221 -28%
William Blair & Company
96
William Blair & Company
Illinois
$389K -$68K -2,440 -13%
NA
97
NewEdge Advisors
Louisiana
$365K -$3.46K -124 -0.8%
AFP
98
Ausdal Financial Partners
Iowa
$358K -$21.3K -766 -5%
VC
99
Vicus Capital
Pennsylvania
$356K -$68.4K -2,453 -14%
SW
100
SVB Wealth
Massachusetts
$355K -$48.6K -1,745 -11%