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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $883M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.02% less ownership

Funds ownership: 54.5%53.47% (-1%)

4% less funds holding

Funds holding: 215207 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

20% less capital invested

Capital invested by funds: $1.1B → $883M (-$215M)

Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
83
Reduced
61
Closed
32
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
126
OneDigital Investment Advisors
Kansas
$248K +$60 +2 +0%
EFSCE
127
Enterprise Financial Services Corp (EFSC)
Missouri
$244K +$267K +8,983 New
RRWA
128
Rainey & Randall Wealth Advisors
Florida
$239K +$2.2K +74 +0.8%
PAG
129
Private Advisor Group
New Jersey
$232K -$6.67K -224 -3%
TB
130
Treynor Bancshares
Iowa
$227K
LA
131
Lynch & Associates
Indiana
$217K -$208 -7 -0.1%
SF
132
Synovus Financial
Georgia
$216K -$69.8K -2,345 -23%
BWM
133
BCS Wealth Management
Tennessee
$213K +$233K +7,827 New
CW
134
CreativeOne Wealth
Kansas
$204K -$17.5K -589 -7%
MWM
135
Merriman Wealth Management
Washington
$201K -$685 -23 -0.3%
BC
136
Bartlett & Co
Ohio
$179K +$196K +6,584 New
BCWM
137
Bartlett & Co Wealth Management
Ohio
$179K +$196K +6,584 New
BWM
138
BerganKDV Wealth Management
Minnesota
$172K +$60 +2 +0%
AF
139
Allworth Financial
California
$157K +$172K +5,790 New
AA
140
Ancora Advisors
Ohio
$152K +$5.48K +184 +3%
CA
141
Crewe Advisors
Utah
$99K +$28.3K +951 +35%
SWM
142
SeaCrest Wealth Management
New York
$96K +$105K +3,533 New
TCOV
143
Trust Company of Vermont
Vermont
$83K +$90.6K +3,045 New
FP
144
Financial Perspectives
Minnesota
$75.8K +$60 +2 +0.1%
SPIA
145
Steward Partners Investment Advisory
New York
$75K -$23.3K -782 -22%
RA
146
Rise Advisors
New York
$73K -$3.19K -107 -4%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$63K +$10K +336 +17%
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$57K
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$54K +$9.88K +332 +20%
IA
150
IFP Advisors
Florida
$52K