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Fidelity MSCI Real Estate Index ETF

177 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.07% less ownership

Funds ownership: 37.96%36.89% (-1.1%)

10% less funds holding

Funds holding: 197177 (-20)

13% less capital invested

Capital invested by funds: $386M → $335M (-$51M)

60% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 30

Holders
177
Holders Change
-20
Holders Change %
-10.15%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
83
Reduced
54
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
101
Ausdal Financial Partners
Iowa
$356K +$23.5K +952 +6%
GRP
102
Global Retirement Partners
California
$354K +$9.22K +373 +2%
TSS
103
Two Sigma Securities
New York
$335K -$17.5K -706 -5%
CT
104
Colonial Trust
South Carolina
$314K +$14.8K +600 +5%
HCA
105
Harbour Capital Advisors
Virginia
$298K -$1.48K -60 -0.5%
PIAS
106
PCA Investment Advisory Services
Ohio
$295K +$14.9K +602 +5%
AWC
107
Adamsbrown Wealth Consultants
Kansas
$289K -$190K -7,681 -38%
MFG
108
Merit Financial Group
Georgia
$287K +$106K +4,304 +52%
KP
109
Keel Point
Alabama
$285K -$136K -5,499 -31%
NA
110
NewEdge Advisors
Louisiana
$282K -$16.6K -671 -5%
SW
111
SVB Wealth
Massachusetts
$273K -$9.45K -382 -3%
DI
112
Disciplined Investments
Oklahoma
$265K
OIA
113
OneDigital Investment Advisors
Kansas
$263K +$5.71K +231 +2%
ACA
114
Atlas Capital Advisors
Wyoming
$244K -$15.6K -629 -6%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$238K -$81.8K -3,307 -24%
PA
116
PFG Advisors
Arizona
$218K +$9.5K +384 +4%
PCH
117
PGIM Custom Harvest
New Jersey
$215K
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$207K +$225K +9,107 New
AA
119
Ancora Advisors
Ohio
$127K
US Bancorp
120
US Bancorp
Minnesota
$119K
MWM
121
Mascoma Wealth Management
New Hampshire
$117K -$45.8K -1,850 -26%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$115K +$125K +5,048 New
CFGS
123
Concourse Financial Group Securities
Alabama
$110K +$2.89K +117 +2%
AF
124
Advisornet Financial
Minnesota
$105K -$470 -19 -0.4%
IA
125
IFP Advisors
Florida
$85.2K +$7.42K +300 +9%