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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
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$521M -$10.7M -359,542 -2%
WSFS
2
Wilmington Savings Fund Society
Delaware
$37.8M -$19.1M -640,155 -32%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.9M +$1.5M +50,494 +6%
Lido Advisors
4
Lido Advisors
California
$18.2M -$2.11M -70,874 -10%
CNC
5
Citizens & Northern Corp
Pennsylvania
$14.6M -$406K -13,637 -2%
PFA
6
Pure Financial Advisors
California
$14.3M -$419K -14,073 -3%
BTI
7
Blue Trust Inc
Georgia
$12.7M +$11.7M +393,222 New
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$12.5M +$320K +10,739 +2%
Creative Planning
9
Creative Planning
Kansas
$9.38M -$681K -22,880 -6%
MCM
10
MAI Capital Management
Ohio
$9.38M +$673K +22,624 +7%
T
11
TrueFG
Texas
$9.37M +$26.2K +879 +0.3%
BCM
12
Brookstone Capital Management
Illinois
$9.26M +$2.78M +93,496 +38%
BDF
13
Black Diamond Financial
Maryland
$6.61M +$1.69M +56,654 +31%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.45M -$3.62M -121,707 -34%
FSC
15
Full Sail Capital
Oklahoma
$5.98M -$1.12M -37,715 -15%
Financial Engines Advisors
16
Financial Engines Advisors
California
$5.72M -$59.8K -2,008 -0.9%
LPL Financial
17
LPL Financial
California
$5.54M +$1.6M +53,800 +36%
AAS
18
Avantax Advisory Services
Texas
$5.49M +$701K +23,568 +13%
BFS
19
Bard Financial Services
Connecticut
$5.07M -$2.16M -72,453 -28%
AT
20
American Trust
Kentucky
$4.79M -$258K -8,660 -5%
AI
21
Atria Investments
North Carolina
$4.65M +$1.14M +38,396 +29%
Morgan Stanley
22
Morgan Stanley
New York
$4.46M +$886K +29,773 +22%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.45M -$11.4M -382,638 -70%
SIA
24
Soltis Investment Advisors
Utah
$4.23M +$413K +13,860 +10%
SPC
25
Sigma Planning Corp
Michigan
$4.07M -$178K -5,964 -4%