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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
CCA
201
Column Capital Advisors
Indiana
$1K
RBC
202
Roble Belko & Company
Pennsylvania
$1K
WIM
203
Westside Investment Management
California
$24
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
-$15.6M -450,186 Closed
CWM
205
Capital Wealth Management
Rhode Island
-$5.11M -157,835 Closed
BFA
206
Beaumont Financial Advisors
Massachusetts
-$3.32M -102,529 Closed
CS
207
Comerica Securities
Michigan
-$1.81M -55,822 Closed
STB
208
S&T Bank
Pennsylvania
-$906K -27,957 Closed
WP
209
WealthSource Partners
California
-$857K -26,463 Closed
IWS
210
Insight Wealth Strategies
California
-$855K -26,406 Closed
Marshall Wace
211
Marshall Wace
United Kingdom
-$727K -22,457 Closed
AIA
212
Acute Investment Advisory
Arizona
-$705K -21,780 Closed
LTL
213
Lowery Thomas LLC
California
-$535K -16,512 Closed
FTUS
214
Flow Traders U.S.
New York
-$453K -13,995 Closed
KPWS
215
Kestra Private Wealth Services
Texas
-$400K -12,348 Closed
VCM
216
Virtue Capital Management
Tennessee
-$299K -9,234 Closed
YIH
217
Y-Intercept (HK)
Hong Kong
-$240K -7,414 Closed
UCFA
218
United Capital Financial Advisors
Texas
-$238K -7,343 Closed
Ameriprise
219
Ameriprise
Minnesota
-$232K -7,125 Closed
GCWM
220
Graham Capital Wealth Management
District of Columbia
-$226K -6,987 Closed
TPWA
221
TRUE Private Wealth Advisors
Oregon
-$208K -6,715 Closed
RCAG
222
Rehmann Capital Advisory Group
Michigan
-$213K -6,584 Closed
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
-$134K -4,147 Closed
GM
224
GeoWealth Management
Illinois
-$100K -3,078 Closed
AssetMark Inc
225
AssetMark Inc
California
-$68K -2,090 Closed