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Fidelity MSCI Real Estate Index ETF

192 hedge funds and large institutions have $777M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.38% more ownership

Funds ownership: 53.47%53.85% (+0.38%)

7% less funds holding

Funds holding: 207192 (-15)

12% less capital invested

Capital invested by funds: $883M → $777M (-$105M)

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
192
Holders Change
-15
Holders Change %
-7.25%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
17
Increased
84
Reduced
57
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
176
Tradition Wealth Management
Minnesota
$7K
AA
177
AlphaMark Advisors
Kentucky
$6K
CFD
178
Creative Financial Designs
Indiana
$6K
APA
179
American Portfolios Advisors
New York
$5.12K -$4.35K -156 -42%
PGAM
180
Princeton Global Asset Management
New Jersey
$5K
SWM
181
Spire Wealth Management
Virginia
$5K +$28 +1 +0.5%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.57K +200 New
CHA
183
Carmichael Hill & Associates
Maryland
$3K
HS
184
Horan Securities
United States
$3K
QC
185
Quent Capital
New York
$3K
WFA
186
Wipfli Financial Advisors
Wisconsin
$2K +$1.78K +64 New
KFI
187
Key Financial Inc
Pennsylvania
$1K -$35K -1,255 -96%
AIA
188
Armor Investment Advisors
North Carolina
$1K
RBC
189
Roble Belko & Company
Pennsylvania
$1K +$28 +1 +4%
TFA
190
Transamerica Financial Advisors
Florida
$1K +$111 +4 New
WIM
191
Westside Investment Management
California
$2 -$22.3K -800 -89%
VWM
192
Venturi Wealth Management
Texas
-$2.23M -82,192 Closed
BCI
193
Brinker Capital Investments
Pennsylvania
-$1.17M -42,989 Closed
KBFS
194
Kohmann Bosshard Financial Services
Ohio
-$828K -30,471 Closed
WIA
195
World Investment Advisors
California
-$705K -24,313 Closed
NYLIM
196
New York Life Investment Management
New York
-$291K -10,713 Closed
AWA
197
Arkadios Wealth Advisors
Georgia
-$248K -9,133 Closed
EFSCE
198
Enterprise Financial Services Corp (EFSC)
Missouri
-$244K -8,983 Closed
RRWA
199
Rainey & Randall Wealth Advisors
Florida
-$239K -8,795 Closed
SF
200
Synovus Financial
Georgia
-$216K -7,956 Closed