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Fidelity MSCI Real Estate Index ETF

197 hedge funds and large institutions have $386M 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, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

2% more funds holding

Funds holding: 194197 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

4.78% less ownership

Funds ownership: 42.74%37.96% (-4.8%)

20% less capital invested

Capital invested by funds: $481M → $386M (-$95.4M)

Holders
197
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
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
176
Marquette Asset Management
Minnesota
$6.61K
AA
177
AlphaMark Advisors
Kentucky
$6K
RFA
178
Register Financial Advisors
Georgia
$5.27K +$49 +2 +1%
PGAM
179
Princeton Global Asset Management
New Jersey
$5.17K
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$5K +$49 +2 +1%
HI
181
Harbour Investments
Wisconsin
$4.1K -$4.61K -188 -54%
AW
182
Avion Wealth
Texas
$4K +$3.98K +162 New
QC
183
Quent Capital
New York
$3.93K +$25 +1 +0.6%
AF
184
Allworth Financial
California
$3.7K -$151K -6,164 -98%
SWM
185
Spire Wealth Management
Virginia
$3.38K +$49 +2 +2%
CHA
186
Carmichael Hill & Associates
Maryland
$3.34K
HS
187
Horan Securities
United States
$3.01K
KFI
188
Key Financial Inc
Pennsylvania
$1.35K
LOIP
189
Live Oak Investment Partners
Texas
$1.33K
AssetMark Inc
190
AssetMark Inc
California
$1.05K +$1.03K +42 New
RBC
191
Roble Belko & Company
Pennsylvania
$1K
TFA
192
Transamerica Financial Advisors
Florida
$1K
TFGT
193
TS Financial Group (TSFG)
Illinois
$1K +$1.08K +44 New
EWM
194
EPG Wealth Management
Georgia
$898 +$883 +36 New
AIA
195
Armor Investment Advisors
North Carolina
$753
SWA
196
SOA Wealth Advisors
New York
$677 +$98 +4 +17%
WP
197
WealthPLAN Partners
Nebraska
$326
LC
198
Lindbrook Capital
California
$25
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
-$879K -28,616 Closed
CW
200
Connectus Wealth
Ohio
-$615K -24,661 Closed