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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
BFS
176
Bare Financial Services
Pennsylvania
$12.2K +$13.1K +507 New
KHC
177
Koesten Hirschmann & Crabtree
Kansas
$11.9K -$1.49K -58 -11%
CIAS
178
Capital Investment Advisory Services
North Carolina
$11.6K +$103 +4 +0.9%
CA
179
Clearstead Advisors
Ohio
$9.75K
AWM
180
Abound Wealth Management
Tennessee
$9.58K
GEA
181
Glen Eagle Advisors
New Jersey
$9.04K +$8.94K +347 New
CB
182
CNB Bank
Pennsylvania
$8.61K
AA
183
Addison Advisors
Vermont
$7.33K
CBT
184
Central Bank & Trust
Kentucky
$7.3K +$7.21K +280 New
MAM
185
Marquette Asset Management
Minnesota
$6.87K
FFA
186
Farther Finance Advisors
California
$6.63K +$77 +3 +1%
PGAM
187
Princeton Global Asset Management
New Jersey
$5.38K
HI
188
Harbour Investments
Wisconsin
$4.32K +$26 +1 +0.6%
QC
189
Quent Capital
New York
$3.82K -$309 -12 -8%
SWM
190
Spire Wealth Management
Virginia
$3.61K +$26 +1 +0.7%
CHA
191
Carmichael Hill & Associates
Maryland
$3.47K
RFA
192
Register Financial Advisors
Georgia
$3.39K +$3.35K +130 New
NC
193
NewSquare Capital
Pennsylvania
$3.08K
LFG
194
Larson Financial Group
Missouri
$1.46K -$5.62K -218 -80%
KFI
195
Key Financial Inc
Pennsylvania
$1.41K
AssetMark Inc
196
AssetMark Inc
California
$1.2K +$1.19K +46 New
RBC
197
Roble Belko & Company
Pennsylvania
$1K
TFA
198
Transamerica Financial Advisors
Florida
$1K
SWA
199
SOA Wealth Advisors
New York
$965 +$52 +2 +6%
EWM
200
EPG Wealth Management
Georgia
$960 +$26 +1 +3%