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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
PCA
176
PMV Capital Advisers
Texas
$9.54K +$10.1K +353 New
GEA
177
Glen Eagle Advisors
New Jersey
$9.37K
CB
178
CNB Bank
Pennsylvania
$8.92K
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$8.65K +$9.3K +325 New
CA
180
Clearstead Advisors
Ohio
$8.16K -$2.49K -87 -22%
KHC
181
Koesten Hirschmann & Crabtree
Kansas
$7.86K +$57 +2 +0.7%
AA
182
Addison Advisors
Vermont
$7.59K
RI
183
Ridgewood Investments
New Jersey
$7.21K -$4.49K -157 -37%
VFM
184
Vision Financial Markets
Connecticut
$5.6K +$5.95K +208 New
SWM
185
Sanctuary Wealth Management
Idaho
$5.57K
RA
186
Rise Advisors
New York
$5.25K -$3.43K -120 -38%
IRC
187
Investors Research Corp
Georgia
$4.76K +$315 +11 +7%
HI
188
Harbour Investments
Wisconsin
$4.54K +$29 +1 +0.6%
PC
189
Promus Capital
Illinois
$4.05K +$4.29K +150 New
QC
190
Quent Capital
New York
$3.98K
PGAM
191
Princeton Global Asset Management
New Jersey
$3.94K
SWM
192
Spire Wealth Management
Virginia
$3.83K +$29 +1 +0.7%
GWS
193
Glassman Wealth Services
Virginia
$3.02K +$3.2K +112 New
DWM
194
Darwin Wealth Management
Florida
$2.72K +$2.86K +100 New
LDB
195
Lee, Danner & Bass
Tennessee
$2.7K +$2.86K +100 New
MSWA
196
Marshall & Sterling Wealth Advisors
New York
$2.64K +$2.8K +98 New
RF
197
Roxbury Financial
New Jersey
$2.33K +$2.23K +78 New
AWM
198
Avior Wealth Management
Nebraska
$1.67K +$1.75K +61 New
KFI
199
Key Financial Inc
Pennsylvania
$1.46K
LOIP
200
Live Oak Investment Partners
Texas
$1.43K