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Fidelity MSCI Real Estate Index ETF
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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: 194 → 197 (+3)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (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
–

Top Buyers

1
DAS
Dynamic Advisor Solutions
Arizona
+$2.04M
2
Lido Advisors
Lido Advisors
California
+$1.84M
3
AWM
AE Wealth Management
Kansas
+$1.59M
4
MCM
MAI Capital Management
Ohio
+$1.23M
5
CNC
Citizens & Northern Corp
Pennsylvania
+$1.06M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$92.5M
2
AWC
Adamsbrown Wealth Consultants
Kansas
-$4.33M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.24M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.59M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
201
BCS Wealth Management
Tennessee
– -$459K -18,418 Closed
GCP
202
GSA Capital Partners
United Kingdom
– -$457K -18,340 Closed
M&T Bank
203
M&T Bank
New York
– -$287K -11,512 Closed
AWM
204
Accel Wealth Management
Iowa
– -$240K -9,624 Closed
HWA
205
Hilltop Wealth Advisors
North Carolina
– -$217K -8,710 Closed
GCWM
206
Graham Capital Wealth Management
District of Columbia
– -$1.38M -5,521 Closed
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
– -$70.5K -2,830 Closed
TWA
208
TCI Wealth Advisors
Arizona
– -$20.1K -805 Closed
BAM
209
Belpointe Asset Management
Nevada
– -$12.5K -500 Closed
ICM
210
Islay Capital Management
Texas
– -$2.64K -106 Closed
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
– -$1.29K -52 Closed
CCM
212
Chilton Capital Management
Texas
– -$25 -1 Closed
5 6 7 8
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