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Fidelity MSCI Real Estate Index ETF

197 hedge funds and large institutions have $386M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

2% more funds holding

Funds holding: 194197 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

4.78% less ownership

Funds ownership: 42.74%37.96% (-4.8%)

20% less capital invested

Capital invested by funds: $481M → $386M (-$95.4M)

Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
70
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
PFG Advisors
Arizona
$231K +$226K +9,209 New
CI
127
CX Institutional
Indiana
$227K -$2.28M -92,770 -91%
FTS
128
Fifth Third Securities
Ohio
$219K -$36.6K -1,490 -15%
MFG
129
Merit Financial Group
Georgia
$209K -$2.82K -115 -1%
KBFS
130
Kohmann Bosshard Financial Services
Ohio
$205K
MWM
131
Mascoma Wealth Management
New Hampshire
$175K -$74.3K -3,030 -30%
RIA
132
Realta Investment Advisors
Delaware
$141K +$137K +5,600 New
AA
133
Ancora Advisors
Ohio
$140K
US Bancorp
134
US Bancorp
Minnesota
$132K -$1.03K -42 -0.8%
William Blair & Company
135
William Blair & Company
Illinois
$127K -$83.9K -3,420 -40%
CFGS
136
Concourse Financial Group Securities
Alabama
$119K +$8.64K +352 +8%
AF
137
Advisornet Financial
Minnesota
$116K +$1.05K +43 +0.9%
SC
138
SouthState Corp
Florida
$112K -$132K -5,386 -55%
IA
139
IFP Advisors
Florida
$86.5K -$36K -1,469 -30%
TCOV
140
Trust Company of Vermont
Vermont
$76.4K
SPIA
141
Steward Partners Investment Advisory
New York
$73.1K +$270 +11 +0.4%
FP
142
Financial Perspectives
Minnesota
$71.8K +$662 +27 +1%
TIM
143
Thompson Investment Management
Wisconsin
$68.3K +$2.97K +121 +5%
CA
144
Crewe Advisors
Utah
$66.8K -$25K -1,020 -28%
ST
145
Smithfield Trust
Pennsylvania
$63K +$61.8K +2,520 New
RA
146
Rise Advisors
New York
$61.9K -$7.38K -301 -11%
RMA
147
Roffman Miller Associates
Pennsylvania
$57.7K +$56.4K +2,300 New
SHIM
148
Stone House Investment Management
Pennsylvania
$57.3K +$1.74K +71 +3%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$54.6K +$10.1K +410 +23%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$52.5K