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Fidelity MSCI Real Estate Index ETF

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

1.23% more ownership

Funds ownership: 37.7%38.92% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $364M → $358M (-$5.42M)

2% less funds holding

Funds holding: 203198 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
101
Demars Financial Group
Washington
$364K -$21K -842 -6%
MWM
102
Modera Wealth Management
New Jersey
$357K +$1.37K +55 +0.4%
PA
103
PFG Advisors
Arizona
$349K +$114K +4,584 +50%
ACA
104
Atlas Capital Advisors
Wyoming
$345K -$44.7K -1,798 -12%
OIA
105
OneDigital Investment Advisors
Kansas
$336K +$498 +20 +0.2%
FM
106
Foster & Motley
Ohio
$335K -$85K -3,418 -21%
BOSSRA
107
B.O.S.S. Retirement Advisors
Utah
$334K +$328K +13,193 New
CTA
108
Colonial Trust Advisors
South Carolina
$327K -$28.9K -1,160 -8%
TCM
109
Tufton Capital Management
Maryland
$326K -$238K -9,571 -43%
DI
110
Disciplined Investments
Oklahoma
$322K
FWM
111
Fingerlakes Wealth Management
New York
$305K +$82.9K +3,331 +38%
TC
112
TownSquare Capital
Utah
$296K -$79.7K -3,201 -22%
CT
113
Colonial Trust
South Carolina
$296K -$51.1K -2,053 -15%
AF
114
Apexium Financial
Texas
$293K +$2.12K +85 +0.7%
AAS
115
Ameritas Advisory Services
Nebraska
$281K +$276K +11,080 New
LA
116
Lynch & Associates
Indiana
$281K +$14.9K +599 +6%
PCIA
117
Prime Capital Investment Advisors
Kansas
$278K -$98K -3,940 -26%
PWM
118
Penobscot Wealth Management
Maine
$273K -$8.21K -330 -3%
Jane Street
119
Jane Street
New York
$270K -$353K -14,170 -57%
GWM
120
Grand Wealth Management
Michigan
$257K -$119K -4,784 -32%
RSWM
121
Robertson Stephens Wealth Management
California
$251K -$526K -21,149 -68%
MFG
122
Merit Financial Group
Georgia
$245K -$49.8K -2,002 -17%
Citigroup
123
Citigroup
New York
$245K +$217K +8,716 +933%
PIAS
124
PCA Investment Advisory Services
Ohio
$232K -$14.3K -575 -6%
NFP
125
NorthLanding Financial Partners
New York
$227K +$3.68K +148 +2%