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Fidelity MSCI Real Estate Index ETF

196 hedge funds and large institutions have $778M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
33
Increased
72
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCH
126
PGIM Custom Harvest
New Jersey
$246K +$246K +9,898 New
SC
127
SouthState Corp
Florida
$244K -$60.1K -2,421 -20%
AWM
128
Accel Wealth Management
Iowa
$238K -$17.3K -697 -7%
OIA
129
OneDigital Investment Advisors
Kansas
$229K +$3.95K +159 +2%
HSA
130
HBK Sorce Advisory
Pennsylvania
$223K +$223K +8,972 New
MFG
131
Merit Financial Group
Georgia
$209K -$26.2K -1,055 -11%
KP
132
Keel Point
Alabama
$207K -$5.26K -212 -2%
KBFS
133
Kohmann Bosshard Financial Services
Ohio
$203K +$203K +8,176 New
TB
134
Treynor Bancshares
Iowa
$201K -$6.82K -275 -3%
AF
135
Allworth Financial
California
$172K -$323 -13 -0.2%
US Bancorp
136
US Bancorp
Minnesota
$155K -$157K -6,325 -50%
AssetMark Inc
137
AssetMark Inc
California
$146K +$146K +5,903 New
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$142K +$13.2K +534 +10%
AA
139
Ancora Advisors
Ohio
$139K
RIA
140
Realta Investment Advisors
Delaware
$139K
AF
141
Advisornet Financial
Minnesota
$107K +$78.7K +3,172 +282%
BWM
142
BerganKDV Wealth Management
Minnesota
$97.1K -$12.3K -495 -11%
CA
143
Crewe Advisors
Utah
$82.1K -$223 -9 -0.3%
IA
144
IFP Advisors
Florida
$78K -$10.3K -405 -12%
CFD
145
Creative Financial Designs
Indiana
$77.4K +$70.8K +2,853 +1,069%
TCOV
146
Trust Company of Vermont
Vermont
$75.5K
SPIA
147
Steward Partners Investment Advisory
New York
$72K +$422 +17 +0.6%
FP
148
Financial Perspectives
Minnesota
$69.4K +$50 +2 +0.1%
RA
149
Rise Advisors
New York
$67.8K +$347 +14 +0.5%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$52K