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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
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
$50K -$39.4K -1,323 -42%
CSWG
152
Cardinal Strategic Wealth Guidance
Kentucky
$50K
PP
153
PrairieView Partners
Minnesota
$47K
Franklin Resources
154
Franklin Resources
California
$46K
VNA
155
Valley National Advisers
Pennsylvania
$44K
AIP
156
Ahrens Investment Partners
Louisiana
$42K +$387 +13 +0.9%
LFG
157
Larson Financial Group
Missouri
$38K
KFI
158
Key Financial Inc
Pennsylvania
$36K +$39K +1,309 New
CFGS
159
Concourse Financial Group Securities
Alabama
$32K +$387 +13 +1%
SWM
160
Selective Wealth Management
Virginia
$28K +$13.6K +457 +82%
SSB
161
Sandy Spring Bank
Maryland
$27K
RIM
162
Rockbridge Investment Management
New York
$26.3K -$2.53K -85 -8%
PFA
163
Professional Financial Advisors
Nebraska
$24K
NFSG
164
Newbridge Financial Services Group
Florida
$22K
TWA
165
TCI Wealth Advisors
Arizona
$22K
CWP
166
Concord Wealth Partners
Virginia
$21K +$179 +6 +0.8%
DAC
167
Dividend Assets Capital
South Carolina
$21K +$23.1K +775 New
CA
168
CoreCap Advisors
Michigan
$19K +$20.8K +698 New
CWA
169
Clearview Wealth Advisors
Oregon
$17K +$149 +5 +0.8%
Jones Financial Companies
170
Jones Financial Companies
Missouri
$17K +$19K +639 New
ODG
171
O'Dell Group
Ohio
$15K
HI
172
Harbour Investments
Wisconsin
$14K +$15.9K +533 New
CA
173
Clearstead Advisors
Ohio
$11K
IRC
174
Investors Research Corp
Georgia
$11K +$744 +25 +6%
APA
175
American Portfolios Advisors
New York
$10.1K +$4.64K +156 +73%