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Fidelity MSCI Real Estate Index ETF

197 hedge funds and large institutions have $386M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

2% more funds holding

Funds holding: 194197 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

4.78% less ownership

Funds ownership: 42.74%37.96% (-4.8%)

20% less capital invested

Capital invested by funds: $481M → $386M (-$95.4M)

Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
70
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Curi Wealth Management
North Carolina
$442K -$1.87M -76,199 -81%
TC
102
TownSquare Capital
Utah
$437K +$427K +17,401 New
Ameriprise
103
Ameriprise
Minnesota
$421K +$411K +16,770 New
AM
104
AGF Management
Ontario, Canada
$420K +$109K +4,424 +36%
MWM
105
Modera Wealth Management
New Jersey
$400K +$392K +15,959 New
GRP
106
Global Retirement Partners
California
$393K -$13.7K -558 -3%
TSS
107
Two Sigma Securities
New York
$388K -$549K -22,394 -59%
AFP
108
Ausdal Financial Partners
Iowa
$369K +$13.9K +565 +4%
AAS
109
Ameritas Advisory Services
Nebraska
$356K -$114K -4,641 -25%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$346K -$935K -38,109 -73%
HCA
111
Harbour Capital Advisors
Virginia
$333K -$93.9K -3,827 -23%
CT
112
Colonial Trust
South Carolina
$332K -$14.1K -574 -4%
NA
113
NewEdge Advisors
Louisiana
$328K -$1.77K -72 -0.5%
SW
114
SVB Wealth
Massachusetts
$311K
CPIG
115
Chicago Partners Investment Group
Illinois
$311K +$300K +12,225 New
PIAS
116
PCA Investment Advisory Services
Ohio
$310K -$22K -897 -7%
GWM
117
Grand Wealth Management
Michigan
$310K +$303K +12,357 New
DI
118
Disciplined Investments
Oklahoma
$293K -$57K -2,323 -17%
ACA
119
Atlas Capital Advisors
Wyoming
$285K
OIA
120
OneDigital Investment Advisors
Kansas
$285K +$48.1K +1,961 +21%
TI
121
Trexquant Investment
Connecticut
$264K -$27.5K -1,120 -10%
BCA
122
Bray Capital Advisors
Florida
$259K
Prudential Financial
123
Prudential Financial
New Jersey
$258K +$31.2K +1,273 +14%
PCH
124
PGIM Custom Harvest
New Jersey
$237K -$11.4K -466 -5%
TIM
125
Tortoise Investment Management
New York
$235K +$47.1K +1,920 +26%