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Fidelity MSCI Real Estate Index ETF

207 hedge funds and large institutions have $883M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.02% less ownership

Funds ownership: 54.5%53.47% (-1%)

4% less funds holding

Funds holding: 215207 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

20% less capital invested

Capital invested by funds: $1.1B → $883M (-$215M)

Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
83
Reduced
61
Closed
32
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Advisornet Financial
Minnesota
$10K -$59.9K -2,013 -85%
LC
177
Lindbrook Capital
California
$10K
CIAS
178
Capital Investment Advisory Services
North Carolina
$10K +$89 +3 +0.8%
AWM
179
Abound Wealth Management
Tennessee
$9.97K +$10.9K +367 New
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$30.5K -1,024 -76%
CB
181
CNB Bank
Pennsylvania
$9K
EWA
182
EverSource Wealth Advisors
Alabama
$9K
AA
183
Addison Advisors
Vermont
$8K
LPWM
184
Lake Point Wealth Management
Texas
$8K
TWM
185
Tradition Wealth Management
Minnesota
$8K
AA
186
AlphaMark Advisors
Kentucky
$7K
CFD
187
Creative Financial Designs
Indiana
$7K
PGAM
188
Princeton Global Asset Management
New Jersey
$6K -$3.45K -116 -36%
BFG
189
Baron Financial Group
New Jersey
$5.35K
HI
190
Hudock Inc
Pennsylvania
$5K -$6.07K -204 -49%
SWM
191
Spire Wealth Management
Virginia
$5K +$60 +2 +1%
BBHC
192
Brown Brothers Harriman & Co
New York
$5K +$5.95K +200 New
CHA
193
Carmichael Hill & Associates
Maryland
$4K
GWMIA
194
Global Wealth Management Investment Advisory
Florida
$4K
QC
195
Quent Capital
New York
$4K +$3.21K +108 +318%
Citigroup
196
Citigroup
New York
$4K +$4.2K +141 New
VVP
197
Venture Visionary Partners
Ohio
$3.56K +$3.9K +131 New
HS
198
Horan Securities
United States
$3K
GI
199
Gradient Investments
Minnesota
$1K -$2.26K -76 -72%
AIA
200
Armor Investment Advisors
North Carolina
$1K