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Fidelity MSCI Real Estate Index ETF

196 hedge funds and large institutions have $385M 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, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
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
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
151
PrairieView Partners
Minnesota
$45K +$425 +17 +1%
LFG
152
Larson Financial Group
Missouri
$43.4K
BWM
153
BerganKDV Wealth Management
Minnesota
$42.7K -$55.5K -2,213 -57%
Franklin Resources
154
Franklin Resources
California
$39.2K
PG
155
Prostatis Group
Maryland
$28.9K +$28.9K +26,061 New
SSB
156
Sandy Spring Bank
Maryland
$25.1K
CFD
157
Creative Financial Designs
Indiana
$24.9K +$2.51K +100 +11%
GGI
158
Godsey & Gibb Inc
Virginia
$24.7K
NFSG
159
Newbridge Financial Services Group
Florida
$20K
CWP
160
Concord Wealth Partners
Virginia
$20K +$176 +7 +0.9%
DAC
161
Dividend Assets Capital
South Carolina
$19K
ODG
162
O'Dell Group
Ohio
$13.5K +$13.5K +539 New
DF
163
DecisionPoint Financial
Arizona
$12.9K
RI
164
Ridgewood Investments
New Jersey
$11.1K +$5.22K +208 +88%
KHC
165
Koesten Hirschmann & Crabtree
Kansas
$10.9K +$552 +22 +5%
IRC
166
Investors Research Corp
Georgia
$10.7K
CIAS
167
Capital Investment Advisory Services
North Carolina
$9.94K +$100 +4 +1%
PA
168
Parallel Advisors
California
$9.94K +$9.94K +396 New
CA
169
Clearstead Advisors
Ohio
$9.76K
AWM
170
Abound Wealth Management
Tennessee
$9.21K
ANBT
171
American National Bank & Trust
Texas
$8.58K
CB
172
CNB Bank
Pennsylvania
$8.28K -$20.9K -834 -72%
AA
173
Addison Advisors
Vermont
$7.05K
TWM
174
Tradition Wealth Management
Minnesota
$7K
MAM
175
Marquette Asset Management
Minnesota
$6.61K