We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

177 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.07% less ownership

Funds ownership: 37.96%36.89% (-1.1%)

10% less funds holding

Funds holding: 197177 (-20)

13% less capital invested

Capital invested by funds: $386M → $335M (-$51M)

60% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 30

Holders
177
Holders Change
-20
Holders Change %
-10.15%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
83
Reduced
54
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Birchcreek Wealth Management
Ohio
$611K +$97.3K +3,934 +17%
HAG
77
HF Advisory Group
Maryland
$589K -$5.04K -204 -0.8%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$580K +$631K +25,498 New
Wells Fargo
79
Wells Fargo
California
$574K +$79.1K +3,200 +15%
TCM
80
Tufton Capital Management
Maryland
$552K -$11K -444 -2%
CAL
81
Capital Analysts LLC
Pennsylvania
$546K -$915 -37 -0.2%
AWS
82
Atria Wealth Solutions
New York
$522K +$33.6K +1,357 +6%
EWA
83
EP Wealth Advisors
California
$517K +$437K +17,662 +348%
AM
84
AGF Management
Ontario, Canada
$510K +$140K +5,670 +34%
JWCA
85
J.W. Cole Advisors
Florida
$497K +$36.1K +1,458 +7%
SS
86
Sunbelt Securities
Texas
$475K +$29.2K +1,179 +6%
FM
87
Foster & Motley
Ohio
$472K -$33.9K -1,370 -6%
NFP
88
NorthLanding Financial Partners
New York
$467K +$12.3K +496 +2%
CTA
89
Colonial Trust Advisors
South Carolina
$466K -$13.5K -546 -3%
PFA
90
Pathway Financial Advisers
Indiana
$458K +$498K +20,122 New
KAS
91
Kestra Advisory Services
Texas
$451K +$23.5K +951 +5%
BWM
92
BCS Wealth Management
Tennessee
$437K +$475K +19,226 New
Ameriprise
93
Ameriprise
Minnesota
$436K +$58.9K +2,381 +14%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$430K +$14.4K +581 +3%
WSFS
95
Wilmington Savings Fund Society
Delaware
$422K -$740K -29,934 -62%
IAG
96
Investmark Advisory Group
Connecticut
$413K +$12.1K +491 +3%
SSWM
97
Smith Salley Wealth Management
North Carolina
$384K -$22.4K -905 -5%
GWM
98
Grand Wealth Management
Michigan
$368K +$95K +3,840 +31%
MWM
99
Modera Wealth Management
New Jersey
$368K +$5.37K +217 +1%
TC
100
TownSquare Capital
Utah
$360K -$38.8K -1,570 -9%