We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

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: 194197 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$80.2M -$92.5M -3,768,880 -54%
Lido Advisors
2
Lido Advisors
California
$20.7M +$1.84M +74,811 +10%
RWMH
3
Riverpoint Wealth Management Holdings
Illinois
$18.5M +$187K +7,633 +1%
CNC
4
Citizens & Northern Corp
Pennsylvania
$16.7M +$1.06M +43,341 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.6M -$3.59M -146,266 -21%
PFA
6
Pure Financial Advisors
California
$12.4M -$105K -4,292 -0.9%
T
7
TrueFG
Texas
$11.8M +$988K +40,288 +9%
MCM
8
MAI Capital Management
Ohio
$10.4M +$1.23M +49,960 +14%
Creative Planning
9
Creative Planning
Kansas
$8.06M -$134K -5,469 -2%
BDF
10
Black Diamond Financial
Maryland
$7.69M +$623K +25,396 +9%
AWM
11
AE Wealth Management
Kansas
$7.55M +$1.59M +64,656 +27%
AAS
12
Avantax Advisory Services
Texas
$6.72M +$541K +22,060 +9%
LPL Financial
13
LPL Financial
California
$6.65M +$273K +11,145 +4%
FSC
14
Full Sail Capital
Oklahoma
$6.44M -$415K -16,895 -6%
PWA
15
Physician Wealth Advisors
Utah
$5.33M +$80.9K +3,298 +2%
Financial Engines Advisors
16
Financial Engines Advisors
California
$4.69M +$151K +6,167 +3%
DAS
17
Dynamic Advisor Solutions
Arizona
$4.65M +$2.04M +83,111 +81%
HighTower Advisors
18
HighTower Advisors
Illinois
$4.29M -$453K -18,451 -10%
SIA
19
Soltis Investment Advisors
Utah
$3.99M -$53.1K -2,166 -1%
BTI
20
Blue Trust Inc
Georgia
$3.99M -$1.54M -62,955 -28%
Morgan Stanley
21
Morgan Stanley
New York
$3.78M -$916K -37,336 -20%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.58M -$75.7K -3,087 -2%
SC
23
Schoolcraft Capital
Colorado
$3.57M +$465K +18,941 +15%
LSIA
24
LaSalle St. Investment Advisors
Illinois
$3.51M +$216K +8,798 +7%
ISWM
25
Independent Solutions Wealth Management
New York
$3.49M +$30.5K +1,245 +0.9%