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Fidelity MSCI Real Estate Index ETF

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 66

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.53% more ownership

Funds ownership: 37.17%37.7% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 204203 (-1)

3% less capital invested

Capital invested by funds: $375M → $364M (-$11.7M)

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Clarity Asset Management
Iowa
$430K -$17.8K -691 -4%
RCAG
102
Rehmann Capital Advisory Group
Michigan
$430K
TRCT
103
Tower Research Capital (TRC)
New York
$413K -$1.12M -43,474 -73%
IAG
104
Investmark Advisory Group
Connecticut
$413K +$41.6K +1,614 +11%
AFP
105
Ausdal Financial Partners
Iowa
$411K +$21.4K +831 +6%
ACA
106
Atlas Capital Advisors
Wyoming
$402K +$106K +4,100 +36%
DFG
107
Demars Financial Group
Washington
$397K +$12.6K +489 +3%
GWM
108
Grand Wealth Management
Michigan
$390K +$34.2K +1,326 +10%
PCIA
109
Prime Capital Investment Advisors
Kansas
$389K +$384K +14,896 New
TC
110
TownSquare Capital
Utah
$388K -$1.6K -62 -0.4%
CTA
111
Colonial Trust Advisors
South Carolina
$367K -$86.8K -3,368 -19%
MWM
112
Modera Wealth Management
New Jersey
$367K +$37.7K +1,463 +12%
CT
113
Colonial Trust
South Carolina
$358K -$11.5K -446 -3%
OIA
114
OneDigital Investment Advisors
Kansas
$345K -$29.5K -1,146 -8%
DI
115
Disciplined Investments
Oklahoma
$331K +$26.7K +1,036 +9%
WSFS
116
Wilmington Savings Fund Society
Delaware
$309K +$306K +11,860 New
AF
117
Apexium Financial
Texas
$299K -$61.4K -2,383 -17%
SCA
118
Snowden Capital Advisors
New York
$293K +$84.3K +3,272 +41%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$293K +$47.8K +1,854 +20%
PWM
120
Penobscot Wealth Management
Maine
$291K -$49.9K -1,936 -15%
MFG
121
Merit Financial Group
Georgia
$286K -$28.2K -1,093 -9%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$285K +$281K +10,912 New
NA
123
NewEdge Advisors
Louisiana
$281K -$44.3K -1,721 -14%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$279K +$275K +10,687 New
Renaissance Technologies
125
Renaissance Technologies
New York
$277K +$273K +10,600 New