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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
IBOK
151
Independence Bank of Kentucky
Kentucky
$50.2K +$49.1K +2,000 New
PP
152
PrairieView Partners
Minnesota
$45K +$417 +17 +1%
LFG
153
Larson Financial Group
Missouri
$43.4K
BWM
154
BerganKDV Wealth Management
Minnesota
$42.7K -$54.3K -2,213 -57%
Franklin Resources
155
Franklin Resources
California
$39.2K
PG
156
Prostatis Group
Maryland
$28.9K +$639K +26,061 New
SSB
157
Sandy Spring Bank
Maryland
$25.1K
CFD
158
Creative Financial Designs
Indiana
$24.9K +$2.45K +100 +11%
GGI
159
Godsey & Gibb Inc
Virginia
$24.7K
NFSG
160
Newbridge Financial Services Group
Florida
$20K
CWP
161
Concord Wealth Partners
Virginia
$20K +$172 +7 +0.9%
DAC
162
Dividend Assets Capital
South Carolina
$19K
ODG
163
O'Dell Group
Ohio
$13.5K +$13.2K +539 New
DF
164
DecisionPoint Financial
Arizona
$12.9K
RI
165
Ridgewood Investments
New Jersey
$11.1K +$5.1K +208 +88%
KHC
166
Koesten Hirschmann & Crabtree
Kansas
$10.9K +$540 +22 +5%
IRC
167
Investors Research Corp
Georgia
$10.7K
CIAS
168
Capital Investment Advisory Services
North Carolina
$9.94K +$98 +4 +1%
PA
169
Parallel Advisors
California
$9.94K +$9.71K +396 New
CA
170
Clearstead Advisors
Ohio
$9.76K
AWM
171
Abound Wealth Management
Tennessee
$9.21K
ANBT
172
American National Bank & Trust
Texas
$8.58K
CB
173
CNB Bank
Pennsylvania
$8.28K -$20.5K -834 -72%
AA
174
Addison Advisors
Vermont
$7.05K
TWM
175
Tradition Wealth Management
Minnesota
$7K