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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
TCM
126
Tufton Capital Management
Maryland
$253K -$8.38K -293 -3%
IA
127
IFP Advisors
Florida
$251K +$118K +4,137 +81%
MA
128
Maxele Advisors
Missouri
$233K +$247K +8,621 New
TIM
129
Thompson Investment Management
Wisconsin
$231K +$1.43K +50 +0.6%
PIAS
130
PCA Investment Advisory Services
Ohio
$231K -$18K -629 -7%
CTA
131
Colonial Trust Advisors
South Carolina
$230K -$7.01K -245 -3%
FM
132
Foster & Motley
Ohio
$227K -$40.8K -1,427 -15%
SCA
133
Snowden Capital Advisors
New York
$227K +$2.6K +91 +1%
NA
134
NewEdge Advisors
Louisiana
$226K +$86 +3 +0%
AQR Capital Management
135
AQR Capital Management
Connecticut
$208K
PCIA
136
Prime Capital Investment Advisors
Kansas
$203K -$14.1K -493 -6%
Corient Private Wealth
137
Corient Private Wealth
Florida
$202K +$214K +7,489 New
WSFS
138
Wilmington Savings Fund Society
Delaware
$189K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$183K +$70.1K +2,451 +57%
AA
140
Ancora Advisors
Ohio
$151K
LFG
141
Larson Financial Group
Missouri
$146K +$119K +4,155 +331%
AP
142
Aspect Partners
Virginia
$146K
Fidelity Investments
143
Fidelity Investments
Massachusetts
$142K +$60K +2,099 +67%
CFGS
144
Concourse Financial Group Securities
Alabama
$136K -$11.9K -417 -8%
PS
145
Principal Securities
Iowa
$134K +$15.1K +527 +12%
TRCT
146
Tower Research Capital (TRC)
New York
$123K +$130K +4,560 New
US Bancorp
147
US Bancorp
Minnesota
$113K
William Blair & Company
148
William Blair & Company
Illinois
$110K -$5.18K -181 -4%
SAM
149
Smartleaf Asset Management
Massachusetts
$89.5K +$13.7K +479 +17%
FP
150
Financial Perspectives
Minnesota
$81.5K +$715 +25 +0.8%