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Fidelity MSCI Real Estate Index ETF

210 hedge funds and large institutions have $647M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

49% more capital invested

Capital invested by funds: $434M → $647M (+$213M)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

23.04% more ownership

Funds ownership: 40.22%63.27% (+23%)

4% more funds holding

Funds holding: 202210 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
83
Reduced
64
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RK
76
Rather & Kittrell
Tennessee
$900K -$44.4K -1,552 -4%
IIC
77
Integrated Investment Consultants
Michigan
$838K
BI
78
Beckerman Institutional
New Jersey
$826K +$23.8K +831 +3%
DAS
79
Diversify Advisory Services
Utah
$779K -$353K -12,346 -29%
JWCA
80
J.W. Cole Advisors
Florida
$773K +$62.5K +2,186 +8%
AWS
81
Atria Wealth Solutions
New York
$739K +$82.9K +2,898 +12%
BWG
82
Balanced Wealth Group
Ohio
$717K +$33.2K +1,160 +5%
ECA
83
Elevated Capital Advisors
Utah
$660K +$422K +14,746 +152%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$617K +$395K +13,812 +153%
Wells Fargo
85
Wells Fargo
California
$578K +$63.1K +2,206 +12%
MWM
86
Modern Wealth Management
Kansas
$562K +$595K +20,815 New
KP
87
Keel Point
Alabama
$514K -$16.9K -590 -3%
GRP
88
Global Retirement Partners
California
$512K +$42.7K +1,491 +9%
BCM
89
Brookstone Capital Management
Illinois
$504K -$5.21K -182 -1%
CAM
90
Clarity Asset Management
Iowa
$502K -$10.7K -375 -2%
SFG
91
Snider Financial Group
Washington
$500K +$530K +18,520 New
EWA
92
EP Wealth Advisors
California
$490K -$11.2K -391 -2%
IAG
93
Investmark Advisory Group
Connecticut
$485K +$51K +1,782 +11%
OIA
94
OneDigital Investment Advisors
Kansas
$455K +$65.5K +2,290 +16%
AFP
95
Ausdal Financial Partners
Iowa
$450K -$8.41K -294 -2%
SSWM
96
Smith Salley Wealth Management
North Carolina
$445K -$21.9K -766 -4%
BWM
97
BCS Wealth Management
Tennessee
$433K +$458K +16,023 New
RSF
98
Rik Saylor Financial
Ohio
$432K +$457K +15,985 New
MWM
99
Mission Wealth Management
California
$427K -$86.1K -3,010 -16%
Citigroup
100
Citigroup
New York
$405K +$44K +1,538 +11%