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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 %
PP
151
PrairieView Partners
Minnesota
$43K +$220 +9 +0.5%
LFG
152
Larson Financial Group
Missouri
$39.2K +$4.32K +174 +12%
Franklin Resources
153
Franklin Resources
California
$38.8K
CFGS
154
Concourse Financial Group Securities
Alabama
$33K +$3.92K +158 +13%
SSB
155
Sandy Spring Bank
Maryland
$24.8K
GGI
156
Godsey & Gibb Inc
Virginia
$24.4K +$24.4K +983 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$22.6K -$122K -4,918 -84%
TWA
158
TCI Wealth Advisors
Arizona
$20K +$25 +1 +0.1%
NFSG
159
Newbridge Financial Services Group
Florida
$19.7K
CWP
160
Concord Wealth Partners
Virginia
$19.3K +$19.3K +777 New
DAC
161
Dividend Assets Capital
South Carolina
$19K
BFPW
162
BOK Financial Private Wealth
Colorado
$18.3K -$109K -4,396 -86%
BAM
163
Belpointe Asset Management
Nevada
$18.1K +$18.1K +730 New
RBC
164
Romano Brothers & Co
Illinois
$14.9K +$14.9K +600 New
DF
165
DecisionPoint Financial
Arizona
$12.8K +$12.8K +516 New
TWD
166
True Wealth Design
Ohio
$12.1K +$12.1K +487 New
IRC
167
Investors Research Corp
Georgia
$10.6K
CA
168
Clearstead Advisors
Ohio
$9.65K
CIAS
169
Capital Investment Advisory Services
North Carolina
$9.61K +$50 +2 +0.5%
AWM
170
Abound Wealth Management
Tennessee
$9.11K -$4.12K -166 -31%
HI
171
Harbour Investments
Wisconsin
$8.69K -$4.54K -183 -34%
CB
172
CNB Bank
Pennsylvania
$8.19K
ANBT
173
American National Bank & Trust
Texas
$8K +$8K +342 New
TWM
174
Tradition Wealth Management
Minnesota
$7K
AA
175
Addison Advisors
Vermont
$6.97K