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Fidelity MSCI Real Estate Index ETF

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 66

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.53% more ownership

Funds ownership: 37.17%37.7% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 204203 (-1)

3% less capital invested

Capital invested by funds: $375M → $364M (-$11.7M)

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
151
Principal Securities
Iowa
$96.7K +$33.6K +1,306 +54%
FP
152
Financial Perspectives
Minnesota
$76.7K +$747 +29 +1%
FFO
153
Fortitude Family Office
Arizona
$53.4K +$515 +20 +1%
PP
154
PrairieView Partners
Minnesota
$49K +$464 +18 +1%
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$44.9K
BFPW
156
BOK Financial Private Wealth
Colorado
$43.4K
MWM
157
Mascoma Wealth Management
New Hampshire
$32.6K -$55.4K -2,150 -63%
RA
158
Rise Advisors
New York
$31.8K -$23.4K -909 -43%
BBHC
159
Brown Brothers Harriman & Co
New York
$30.1K +$29.7K +1,152 New
Comerica Bank
160
Comerica Bank
Texas
$28.5K +$515 +20 +2%
SPIA
161
Steward Partners Investment Advisory
New York
$27K -$77 -3 -0.3%
AF
162
Allworth Financial
California
$26.6K +$22.5K +872 +593%
SSB
163
Sandy Spring Bank
Maryland
$26.1K
CFD
164
Creative Financial Designs
Indiana
$25.9K
GGI
165
Godsey & Gibb Inc
Virginia
$25.6K
Citigroup
166
Citigroup
New York
$24.4K +$14.3K +556 +147%
SAM
167
Smartleaf Asset Management
Massachusetts
$23.9K +$11.5K +447 +94%
CA
168
Crewe Advisors
Utah
$22.5K -$850 -33 -4%
CWP
169
Concord Wealth Partners
Virginia
$21.3K +$206 +8 +1%
NFSG
170
Newbridge Financial Services Group
Florida
$20.8K
Franklin Resources
171
Franklin Resources
California
$20.5K -$20.1K -780 -50%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$19.6K +$19.7K +766 New
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$14K +$2.76K +107 +24%
IRC
174
Investors Research Corp
Georgia
$12.7K
DF
175
DecisionPoint Financial
Arizona
$12.5K