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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
CW
201
CreativeOne Wealth
Kansas
-$204K -7,534 Closed
MWM
202
Merriman Wealth Management
Washington
-$201K -7,396 Closed
SWM
203
SeaCrest Wealth Management
New York
-$96K -3,533 Closed
CSWG
204
Cardinal Strategic Wealth Guidance
Kentucky
-$50K -1,846 Closed
AIP
205
Ahrens Investment Partners
Louisiana
-$42K -1,541 Closed
RIM
206
Rockbridge Investment Management
New York
-$26.3K -967 Closed
CWP
207
Concord Wealth Partners
Virginia
-$21K -765 Closed
CA
208
CoreCap Advisors
Michigan
-$19K -698 Closed
Jones Financial Companies
209
Jones Financial Companies
Missouri
-$17K -639 Closed
EWA
210
EverSource Wealth Advisors
Alabama
-$9K -319 Closed
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
-$9K -318 Closed
HI
212
Hudock Inc
Pennsylvania
-$5K -211 Closed
BBHC
213
Brown Brothers Harriman & Co
New York
-$5K -200 Closed
BFG
214
Baron Financial Group
New Jersey
-$5.35K -197 Closed
GWMIA
215
Global Wealth Management Investment Advisory
Florida
-$4K -165 Closed
Citigroup
216
Citigroup
New York
-$4K -141 Closed
VVP
217
Venture Visionary Partners
Ohio
-$3.56K -131 Closed
CCA
218
Column Capital Advisors
Indiana
-$1K -40 Closed
GI
219
Gradient Investments
Minnesota
-$1K -30 Closed
SWA
220
SOA Wealth Advisors
New York
+$56 +2 +13%