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Fidelity MSCI Real Estate Index ETF

210 hedge funds and large institutions have $647M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

49% more capital invested

Capital invested by funds: $434M → $647M (+$213M)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

23.04% more ownership

Funds ownership: 40.22%63.27% (+23%)

4% more funds holding

Funds holding: 202210 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
83
Reduced
64
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
151
Brown Brothers Harriman & Co
New York
$64.4K -$13.4K -469 -16%
FFO
152
Fortitude Family Office
Arizona
$56.8K +$486 +17 +0.8%
CIAS
153
Capital Investment Advisory Services
North Carolina
$54.5K +$22.5K +787 +64%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$48.5K
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$47.4K +$22.5K +786 +81%
BFPW
156
BOK Financial Private Wealth
Colorado
$45K
JFGIW
157
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K +$17.2K +600 +60%
AF
158
Advisornet Financial
Minnesota
$38.4K -$83K -2,900 -67%
AF
159
Allworth Financial
California
$32.3K +$3.15K +110 +10%
Comerica Bank
160
Comerica Bank
Texas
$31.9K
KIM
161
Kestra Investment Management
Texas
$31.6K +$33.5K +1,170 New
SSB
162
Sandy Spring Bank
Maryland
$27K
CFD
163
Creative Financial Designs
Indiana
$26.9K
CWP
164
Concord Wealth Partners
Virginia
$22.6K +$200 +7 +0.8%
SMA
165
Sage Mountain Advisors
Georgia
$22.5K
BF
166
BOK Financial
Oklahoma
$22.1K
SPIA
167
Steward Partners Investment Advisory
New York
$21.3K -$7.04K -246 -24%
Franklin Resources
168
Franklin Resources
California
$21.2K
AssetMark Inc
169
AssetMark Inc
California
$20K +$21.2K +740 New
Jones Financial Companies
170
Jones Financial Companies
Missouri
$19.1K +$172 +6 +0.9%
DRP
171
Decker Retirement Planning
Utah
$17.2K +$18.3K +638 New
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$17K +$11.9K +417 +198%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$16.1K
CA
174
Crewe Advisors
Utah
$15.6K
DF
175
DecisionPoint Financial
Arizona
$13.9K