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Fidelity MSCI Real Estate Index ETF

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 66

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.53% more ownership

Funds ownership: 37.17%37.7% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 204203 (-1)

3% less capital invested

Capital invested by funds: $375M → $364M (-$11.7M)

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
76
Crestwood Advisors Group
Massachusetts
$810K -$47.5K -1,843 -6%
IIC
77
Integrated Investment Consultants
Michigan
$809K
VWM
78
Venturi Wealth Management
Texas
$758K -$207K -8,042 -22%
Bank of America
79
Bank of America
North Carolina
$752K +$193K +7,489 +35%
STB
80
S&T Bank
Pennsylvania
$722K -$979 -38 -0.1%
KAS
81
Kestra Advisory Services
Texas
$709K +$48.6K +1,886 +7%
BWG
82
Balanced Wealth Group
Ohio
$649K +$6.49K +252 +1%
AWS
83
Atria Wealth Solutions
New York
$648K +$15.2K +588 +2%
Jane Street
84
Jane Street
New York
$647K +$76.9K +2,984 +14%
CAN
85
Cetera Advisor Networks
California
$614K -$844K -32,750 -58%
MWM
86
Mission Wealth Management
California
$606K -$36.2K -1,404 -6%
Ameriprise
87
Ameriprise
Minnesota
$587K +$30.4K +1,181 +6%
TCM
88
Tufton Capital Management
Maryland
$586K -$14.7K -570 -2%
CAL
89
Capital Analysts LLC
Pennsylvania
$574K +$56K +2,174 +11%
KP
90
Keel Point
Alabama
$573K +$50.7K +1,967 +10%
BCM
91
Brookstone Capital Management
Illinois
$569K -$46.7K -1,812 -8%
JWCA
92
J.W. Cole Advisors
Florida
$569K +$81.6K +3,166 +17%
EWA
93
EP Wealth Advisors
California
$537K -$99.1K -3,848 -16%
BWM
94
BCS Wealth Management
Tennessee
$529K -$25.3K -980 -5%
Wells Fargo
95
Wells Fargo
California
$524K -$5.44K -211 -1%
PFA
96
Pathway Financial Advisers
Indiana
$482K -$50.1K -1,945 -10%
SS
97
Sunbelt Securities
Texas
$454K +$12.9K +502 +3%
SSWM
98
Smith Salley Wealth Management
North Carolina
$441K -$206 -8 -0%
GRP
99
Global Retirement Partners
California
$441K -$14.2K -552 -3%
FM
100
Foster & Motley
Ohio
$434K -$209K -8,100 -33%