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Fidelity MSCI Real Estate Index ETF

196 hedge funds and large institutions have $778M invested in Fidelity MSCI Real Estate Index ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 24 closing their positions.

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
33
Increased
72
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$452M 18,203,657 -970,060 -5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.1M 889,879 -1,055 -0.1%
Lido Advisors
3
Lido Advisors
California
$17.8M 716,698 +12,509 +2%
RWMH
4
Riverpoint Wealth Management Holdings
Illinois
$17.1M 687,718 +226,378 +49%
CNC
5
Citizens & Northern Corp
Pennsylvania
$15.4M 622,327 +78,414 +14%
PFA
6
Pure Financial Advisors
California
$12.5M 502,670 -18,615 -4%
T
7
TrueFG
Texas
$10.6M 426,840 +65,686 +18%
MCM
8
MAI Capital Management
Ohio
$9.05M 364,869 +6,230 +2%
Creative Planning
9
Creative Planning
Kansas
$8.39M 338,031 -14,478 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.44M 300,068 +44,511 +17%
FSC
11
Full Sail Capital
Oklahoma
$6.51M 262,363 +19,799 +8%
BTI
12
Blue Trust Inc
Georgia
$6.3M 263,184 -70,945 -21%
BDF
13
Black Diamond Financial
Maryland
$6.29M 253,344 -2,171 -0.8%
AWM
14
AE Wealth Management
Kansas
$5.96M 240,250 +1,613 +0.7%
AAS
15
Avantax Advisory Services
Texas
$5.79M 233,515 +16,863 +8%
LPL Financial
16
LPL Financial
California
$5.75M 231,626 +9,400 +4%
Financial Engines Advisors
17
Financial Engines Advisors
California
$5.7M 229,612 +14,393 +7%
CAG
18
Crestwood Advisors Group
Massachusetts
$5.44M 219,277 +219,277 New
AI
19
Atria Investments
North Carolina
$5.36M 215,926 +33,036 +18%
PWA
20
Physician Wealth Advisors
Utah
$5.28M 198,543 +37,476 +23%
HighTower Advisors
21
HighTower Advisors
Illinois
$5.06M 205,009 +105,611 +106%
AWC
22
Adamsbrown Wealth Consultants
Kansas
$4.84M 195,087 +20,018 +11%
SIA
23
Soltis Investment Advisors
Utah
$4.48M 180,596 +20,372 +13%
LSIA
24
LaSalle St. Investment Advisors
Illinois
$4.48M 180,493 +180,493 New
Osaic Holdings
25
Osaic Holdings
Arizona
$4.37M 176,008 +32,629 +23%