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Fidelity MSCI Real Estate Index ETF

210 hedge funds and large institutions have $647M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

49% more capital invested

Capital invested by funds: $434M → $647M (+$213M)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

23.04% more ownership

Funds ownership: 40.22%63.27% (+23%)

4% more funds holding

Funds holding: 202210 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
83
Reduced
64
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
Fingerlakes Wealth Management
New York
$403K +$16.1K +562 +4%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$393K -$34.2K -1,197 -8%
Jane Street
103
Jane Street
New York
$390K +$413K +14,420 New
PA
104
PFG Advisors
Arizona
$375K +$4.92K +172 +1%
VWM
105
Venturi Wealth Management
Texas
$374K -$13.4K -468 -3%
BTI
106
Blue Trust Inc
Georgia
$373K -$408K -14,273 -51%
SS
107
Sunbelt Securities
Texas
$353K -$608K -21,253 -62%
KPWS
108
Kestra Private Wealth Services
Texas
$352K +$373K +13,045 New
AAS
109
Ameritas Advisory Services
Nebraska
$322K +$341K +11,911 New
GGS
110
Galvin Gaustad & Stein
Arizona
$322K -$3.37M -117,670 -91%
TPW
111
Talon Private Wealth
Florida
$315K +$629 +22 +0.2%
MWM
112
Modera Wealth Management
New Jersey
$312K -$61.5K -2,148 -16%
KWA
113
Kingswood Wealth Advisors
California
$309K +$327K +11,423 New
ACA
114
Atlas Capital Advisors
Wyoming
$306K -$346K -12,090 -52%
LA
115
Lynch & Associates
Indiana
$306K -$5.49K -192 -2%
KBFS
116
Kohmann Bosshard Financial Services
Ohio
$301K +$84.5K +2,955 +36%
SPC
117
Sigma Planning Corp
Michigan
$299K -$835K -29,171 -72%
DI
118
Disciplined Investments
Oklahoma
$281K -$65.8K -2,300 -18%
CT
119
Colonial Trust
South Carolina
$277K -$106K -3,698 -27%
PFA
120
Pathway Financial Advisers
Indiana
$275K -$25.1K -877 -8%
PWM
121
Penobscot Wealth Management
Maine
$273K -$9.21K -322 -3%
KPWM
122
KDK Private Wealth Management
Texas
$269K +$285K +9,960 New
AF
123
Apexium Financial
Texas
$269K +$3K +105 +1%
RSWM
124
Robertson Stephens Wealth Management
California
$267K
NFP
125
NorthLanding Financial Partners
New York
$261K +$19.6K +686 +8%