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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
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$459M -$601K -21,551 -0.1%
WSFS
2
Wilmington Savings Fund Society
Delaware
$32.5M -$872K -31,290 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21.3M -$1.75M -62,711 -7%
Lido Advisors
4
Lido Advisors
California
$16.8M +$968K +34,727 +5%
CNC
5
Citizens & Northern Corp
Pennsylvania
$13M +$194K +6,964 +1%
PFA
6
Pure Financial Advisors
California
$12.5M -$104K -3,739 -0.7%
RWMH
7
Riverpoint Wealth Management Holdings
Illinois
$11M -$2.54K -91 -0%
BTI
8
Blue Trust Inc
Georgia
$9.07M -$1.65M -59,093 -15%
T
9
TrueFG
Texas
$8.64M +$448K +16,073 +5%
MCM
10
MAI Capital Management
Ohio
$8.58M +$372K +13,335 +4%
Creative Planning
11
Creative Planning
Kansas
$8.43M +$200K +7,188 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.11M +$509K +18,271 +8%
BDF
13
Black Diamond Financial
Maryland
$6.11M +$395K +14,182 +6%
FSC
14
Full Sail Capital
Oklahoma
$5.8M +$621K +22,273 +10%
AWM
15
AE Wealth Management
Kansas
$5.71M +$4.73M +169,684 +246%
LPL Financial
16
LPL Financial
California
$5.32M +$511K +18,346 +9%
AAS
17
Avantax Advisory Services
Texas
$5.18M +$404K +14,513 +7%
Financial Engines Advisors
18
Financial Engines Advisors
California
$5.15M +$124K +4,434 +2%
AI
19
Atria Investments
North Carolina
$4.38M +$325K +11,672 +7%
AWC
20
Adamsbrown Wealth Consultants
Kansas
$4.19M +$1.49M +53,569 +44%
AT
21
American Trust
Kentucky
$4.16M -$73K -2,619 -1%
PWA
22
Physician Wealth Advisors
Utah
$3.92M +$655K +23,509 +17%
SIA
23
Soltis Investment Advisors
Utah
$3.83M +$126K +4,534 +3%
HWA
24
Hilltop Wealth Advisors
North Carolina
$3.75M +$4.37M +156,781 New
SPC
25
Sigma Planning Corp
Michigan
$3.62M +$47.6K +1,707 +1%