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Fidelity MSCI Real Estate Index ETF

197 hedge funds and large institutions have $386M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

2% more funds holding

Funds holding: 194197 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

4.78% less ownership

Funds ownership: 42.74%37.96% (-4.8%)

20% less capital invested

Capital invested by funds: $481M → $386M (-$95.4M)

Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
70
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
76
Glass Jacobson Investment Advisors
Maryland
$776K +$759K +30,932 New
LNC
77
Lincoln National Corp
Pennsylvania
$776K -$490K -19,962 -39%
Bank of America
78
Bank of America
North Carolina
$762K -$244K -9,952 -25%
HAS
79
HBW Advisory Services
California
$757K +$72.2K +2,941 +11%
DFG
80
Demars Financial Group
Washington
$722K -$17.9K -728 -2%
STB
81
S&T Bank
Pennsylvania
$713K +$697K +28,410 New
BFS
82
Bard Financial Services
Connecticut
$664K -$385K -15,709 -37%
HAG
83
HF Advisory Group
Maryland
$655K +$52.3K +2,132 +9%
EWA
84
EP Wealth Advisors
California
$643K +$81.1K +3,305 +186%
TCM
85
Tufton Capital Management
Maryland
$620K -$3.41K -139 -0.6%
CAL
86
Capital Analysts LLC
Pennsylvania
$603K +$26.5K +1,079 +5%
BWM
87
Birchcreek Wealth Management
Ohio
$575K +$147K +6,008 +36%
FM
88
Foster & Motley
Ohio
$555K +$156K +6,341 +40%
Wells Fargo
89
Wells Fargo
California
$553K -$29.7K -1,211 -5%
AWS
90
Atria Wealth Solutions
New York
$542K +$3.21K +131 +0.6%
CTA
91
Colonial Trust Advisors
South Carolina
$528K +$1.3K +53 +0.3%
AWC
92
Adamsbrown Wealth Consultants
Kansas
$512K -$4.33M -176,315 -90%
JWCA
93
J.W. Cole Advisors
Florida
$512K -$740K -30,158 -60%
NFP
94
NorthLanding Financial Partners
New York
$502K -$295K -12,027 -38%
SS
95
Sunbelt Securities
Texas
$494K +$172K +7,004 +55%
KAS
96
Kestra Advisory Services
Texas
$474K -$194K -7,918 -30%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$460K +$11.1K +452 +3%
KP
98
Keel Point
Alabama
$452K +$244K +9,955 +124%
SSWM
99
Smith Salley Wealth Management
North Carolina
$447K +$29K +1,181 +7%
IAG
100
Investmark Advisory Group
Connecticut
$443K +$52.5K +2,138 +14%