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Fidelity MSCI Real Estate Index ETF

192 hedge funds and large institutions have $777M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.38% more ownership

Funds ownership: 53.47%53.85% (+0.38%)

7% less funds holding

Funds holding: 207192 (-15)

12% less capital invested

Capital invested by funds: $883M → $777M (-$105M)

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
192
Holders Change
-15
Holders Change %
-7.25%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
17
Increased
84
Reduced
57
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
126
Prostatis Group
Maryland
$211K +$245K +8,808 New
IPW
127
Intergy Private Wealth
Colorado
$209K -$184K -6,601 -43%
KP
128
Keel Point
Alabama
$205K +$239K +8,572 New
LA
129
Lynch & Associates
Indiana
$204K +$15.9K +572 +7%
TB
130
Treynor Bancshares
Iowa
$200K +$613 +22 +0.3%
GT
131
Glenmede Trust
Pennsylvania
$172K -$131K -4,698 -39%
AF
132
Allworth Financial
California
$166K +$31.8K +1,142 +20%
BCWM
133
Bartlett & Co Wealth Management
Ohio
$157K
BC
134
Bartlett & Co
Ohio
$157K
Fidelity Investments
135
Fidelity Investments
Massachusetts
$139K -$176K -6,303 -52%
AA
136
Ancora Advisors
Ohio
$134K
RIA
137
Realta Investment Advisors
Delaware
$134K +$156K +5,600 New
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$124K +$93.3K +3,349 +182%
BFPW
139
BOK Financial Private Wealth
Colorado
$123K -$1.36M -48,934 -91%
BWM
140
BerganKDV Wealth Management
Minnesota
$105K -$53.5K -1,920 -30%
IA
141
IFP Advisors
Florida
$89K +$41.8K +1,500 +76%
CA
142
Crewe Advisors
Utah
$79K -$9.25K -332 -9%
TCOV
143
Trust Company of Vermont
Vermont
$73K
SPIA
144
Steward Partners Investment Advisory
New York
$69K +$3.18K +114 +4%
FP
145
Financial Perspectives
Minnesota
$66.8K +$84 +3 +0.1%
RA
146
Rise Advisors
New York
$65K +$808 +29 +1%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$50K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$49K -$7.91K -284 -12%
PP
149
PrairieView Partners
Minnesota
$42K +$529 +19 +1%
VNA
150
Valley National Advisers
Pennsylvania
$38K