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Fidelity MSCI Real Estate Index ETF

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

1.23% more ownership

Funds ownership: 37.7%38.92% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $364M → $358M (-$5.42M)

2% less funds holding

Funds holding: 203198 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
76
Bank of America
North Carolina
$714K -$15.6K -628 -2%
STB
77
S&T Bank
Pennsylvania
$701K
CAG
78
Crestwood Advisors Group
Massachusetts
$651K -$133K -5,346 -17%
JWCA
79
J.W. Cole Advisors
Florida
$632K +$77.8K +3,128 +14%
AWS
80
Atria Wealth Solutions
New York
$631K +$796 +32 +0.1%
BWG
81
Balanced Wealth Group
Ohio
$624K -$24.9K -999 -4%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$615K +$338K +13,569 +127%
Citadel Advisors
83
Citadel Advisors
Florida
$573K +$563K +22,612 New
Goldman Sachs
84
Goldman Sachs
New York
$563K -$2.14M -85,861 -79%
KP
85
Keel Point
Alabama
$542K -$56.6K -2,274 -10%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$537K +$248K +9,961 +89%
Wells Fargo
87
Wells Fargo
California
$530K +$21.3K +856 +4%
BCM
88
Brookstone Capital Management
Illinois
$506K -$78.6K -3,157 -14%
MWM
89
Mission Wealth Management
California
$487K -$100K -4,038 -17%
CAM
90
Clarity Asset Management
Iowa
$487K +$67.5K +2,711 +16%
EWA
91
EP Wealth Advisors
California
$485K -$35.9K -1,443 -7%
PFA
92
Pathway Financial Advisers
Indiana
$463K -$3.56K -143 -0.8%
MA
93
Mutual Advisors
Nebraska
$461K -$381K -15,295 -47%
SS
94
Sunbelt Securities
Texas
$438K -$3.51K -141 -0.8%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$430K -$1.08M -43,395 -72%
SSWM
96
Smith Salley Wealth Management
North Carolina
$430K +$1.15K +46 +0.3%
IAG
97
Investmark Advisory Group
Connecticut
$401K -$149 -6 -0%
VWM
98
Venturi Wealth Management
Texas
$391K -$339K -13,617 -47%
GRP
99
Global Retirement Partners
California
$383K -$43.7K -1,758 -10%
AFP
100
Ausdal Financial Partners
Iowa
$373K -$26.1K -1,048 -7%