We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

192 hedge funds and large institutions have $777M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.38% more ownership

Funds ownership: 53.47%53.85% (+0.38%)

7% less funds holding

Funds holding: 207192 (-15)

12% less capital invested

Capital invested by funds: $883M → $777M (-$105M)

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
192
Holders Change
-15
Holders Change %
-7.25%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
17
Increased
84
Reduced
57
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Mascoma Wealth Management
New Hampshire
$355K +$48.8K +1,750 +13%
CT
102
Colonial Trust
South Carolina
$345K +$402K +14,418 New
Renaissance Technologies
103
Renaissance Technologies
New York
$342K +$398K +14,300 New
IAG
104
Investmark Advisory Group
Connecticut
$336K +$75.3K +2,702 +24%
DI
105
Disciplined Investments
Oklahoma
$335K
SFS
106
Sowell Financial Services
Arkansas
$335K +$390K +13,990 New
BWM
107
Birchcreek Wealth Management
Ohio
$327K +$45.7K +1,639 +14%
AIP
108
Almanack Investment Partners
Pennsylvania
$323K +$112K +4,023 +42%
GWM
109
Grand Wealth Management
Michigan
$319K -$53.8K -1,929 -13%
TIM
110
Tortoise Investment Management
New York
$312K +$9.61K +345 +3%
CCM
111
Cribstone Capital Management
Maine
$302K +$19.2K +688 +6%
US Bancorp
112
US Bancorp
Minnesota
$301K
SC
113
SouthState Corp
Florida
$293K
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$276K -$1.14M -40,979 -78%
BWM
115
BCS Wealth Management
Tennessee
$267K +$93.2K +3,344 +43%
AWM
116
Accel Wealth Management
Iowa
$256K +$307 +11 +0.1%
BCA
117
Bray Capital Advisors
Florida
$247K
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$243K -$117K -4,197 -29%
FTS
119
Fifth Third Securities
Ohio
$238K
PAG
120
Private Advisor Group
New Jersey
$232K +$31.6K +1,133 +13%
SS
121
Sunbelt Securities
Texas
$230K -$76.1K -2,731 -22%
MFG
122
Merit Financial Group
Georgia
$227K +$864 +31 +0.3%
IIC
123
Integrated Investment Consultants
Michigan
$220K -$691K -24,800 -73%
OIA
124
OneDigital Investment Advisors
Kansas
$217K -$1.23K -44 -0.5%
RSWM
125
Robertson Stephens Wealth Management
California
$216K +$252K +9,039 New