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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $883M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.02% less ownership

Funds ownership: 54.5%53.47% (-1%)

4% less funds holding

Funds holding: 215207 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

20% less capital invested

Capital invested by funds: $1.1B → $883M (-$215M)

Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
83
Reduced
61
Closed
32
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
101
Intergy Private Wealth
Colorado
$416K +$456K +15,334 New
GWM
102
Grand Wealth Management
Michigan
$414K -$178K -5,983 -28%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$408K +$46.5K +1,564 +12%
RF
104
Resolute Financial
Massachusetts
$392K +$21.9K +737 +5%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$390K -$406K -13,644 -49%
DI
106
Disciplined Investments
Oklahoma
$380K +$69.1K +2,323 +20%
MWM
107
Mascoma Wealth Management
New Hampshire
$356K +$328K +11,010 +524%
TIM
108
Tortoise Investment Management
New York
$344K +$9.67K +325 +3%
US Bancorp
109
US Bancorp
Minnesota
$342K
SS
110
Sunbelt Securities
Texas
$336K -$122K -4,106 -25%
SC
111
SouthState Corp
Florida
$334K +$127K +4,275 +53%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$329K -$73.4K -2,465 -17%
GRP
113
Global Retirement Partners
California
$329K +$1.19K +40 +0.3%
BWM
114
Birchcreek Wealth Management
Ohio
$327K +$2.26K +76 +0.6%
CCM
115
Cribstone Capital Management
Maine
$324K -$7.38K -248 -2%
GT
116
Glenmede Trust
Pennsylvania
$323K -$155K -5,194 -30%
IAG
117
Investmark Advisory Group
Connecticut
$309K +$63.3K +2,127 +23%
NYLIM
118
New York Life Investment Management
New York
$291K +$319K +10,713 New
AWM
119
Accel Wealth Management
Iowa
$282K +$268 +9 +0.1%
BCA
120
Bray Capital Advisors
Florida
$281K
FTS
121
Fifth Third Securities
Ohio
$271K +$297K +9,963 New
PPW
122
Pinnacle Private Wealth
Massachusetts
$262K +$31.5K +1,060 +12%
AIP
123
Almanack Investment Partners
Pennsylvania
$257K -$81.3K -2,732 -22%
MFG
124
Merit Financial Group
Georgia
$257K +$2.74K +92 +1%
AWA
125
Arkadios Wealth Advisors
Georgia
$248K -$17K -571 -6%