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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
SIS
201
Sound Income Strategies
Florida
$1.42K +$1.49K +52 New
SWA
202
SOA Wealth Advisors
New York
$1.11K +$57 +2 +5%
TFA
203
Transamerica Financial Advisors
Florida
$1K
RBC
204
Roble Belko & Company
Pennsylvania
$1K +$29 +1 +4%
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$892 +$944 +33 New
CAWM
206
Capital A Wealth Management
Pennsylvania
$540 +$572 +20 New
HWM
207
HighMark Wealth Management
Minnesota
$538 +$572 +20 New
AIA
208
Armor Investment Advisors
North Carolina
$513 +$458 +16 +533%
PWA
209
Provenance Wealth Advisors
Florida
$405
GM
210
GeoWealth Management
Illinois
$21 -$29 -1 -50%
ACA
211
Aptus Capital Advisors
Alabama
$18
RWP
212
RWA Wealth Partners
Massachusetts
-$3.24M -109,779 Closed
WA
213
Win Advisors
Florida
-$2.84M -96,195 Closed
BCI
214
Brinker Capital Investments
Pennsylvania
-$1.71M -57,875 Closed
OPS
215
Orion Portfolio Solutions
Nebraska
-$1.71M -57,875 Closed
STB
216
S&T Bank
Pennsylvania
-$794K -26,929 Closed
CWM
217
Cedar Wealth Management
California
-$519K -17,594 Closed
BOSSRA
218
B.O.S.S. Retirement Advisors
Utah
-$486K -16,480 Closed
TC
219
TownSquare Capital
Utah
-$370K -12,554 Closed
VWM
220
VCI Wealth Management
Missouri
-$357K -12,103 Closed
MWM
221
Meridian Wealth Management
Kentucky
-$289K -9,797 Closed
MFG
222
Merit Financial Group
Georgia
-$258K -8,738 Closed
GWM
223
Grand Wealth Management
Michigan
-$251K -8,530 Closed
PAG
224
Private Advisor Group
New Jersey
-$220K -7,473 Closed
MGW
225
MB Generational Wealth
Washington
-$218K -7,396 Closed