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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
Franklin Resources
151
Franklin Resources
California
$37K -$3.54K -127 -8%
LFG
152
Larson Financial Group
Missouri
$34K
Simplex Trading
153
Simplex Trading
Illinois
$30K +$35.2K +1,262 New
CFGS
154
Concourse Financial Group Securities
Alabama
$28K
AF
155
Advisornet Financial
Minnesota
$27K +$21.4K +767 +214%
ADL
156
Asset Dedication LLC
California
$26K +$29.2K +1,048 New
SSB
157
Sandy Spring Bank
Maryland
$24K
SWM
158
Selective Wealth Management
Virginia
$21K -$3.62K -130 -13%
PFA
159
Professional Financial Advisors
Nebraska
$21K
PA
160
Parallel Advisors
California
$21K +$24.8K +891 New
JP Morgan Chase
161
JP Morgan Chase
New York
$20K +$23.3K +835 +16,700%
DAC
162
Dividend Assets Capital
South Carolina
$19K
NFSG
163
Newbridge Financial Services Group
Florida
$19K
TWA
164
TCI Wealth Advisors
Arizona
$19K
CWA
165
Clearview Wealth Advisors
Oregon
$15K +$195 +7 +1%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$14K -$38.7K -1,387 -69%
HI
167
Harbour Investments
Wisconsin
$14K
ODG
168
O'Dell Group
Ohio
$13K
AWM
169
Abound Wealth Management
Tennessee
$12.8K +$4.63K +166 +45%
IRC
170
Investors Research Corp
Georgia
$10K +$195 +7 +2%
CA
171
Clearstead Advisors
Ohio
$9K
LC
172
Lindbrook Capital
California
$9K
CIAS
173
Capital Investment Advisory Services
North Carolina
$9K +$111 +4 +1%
CB
174
CNB Bank
Pennsylvania
$8K
AA
175
Addison Advisors
Vermont
$7K