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Fidelity MSCI Real Estate Index ETF

177 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 83 increasing their positions, 54 reducing their positions, and 30 closing their positions.

Holders
177
Holders Change
-19
Holders Change %
-9.69%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
83
Reduced
54
Closed
30
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
$56.7M 2,492,170 -705,895 -22%
Lido Advisors
2
Lido Advisors
California
$20M 879,409 +52,833 +6%
RWMH
3
Riverpoint Wealth Management Holdings
Illinois
$16.8M 740,022 +782 +0.1%
CNC
4
Citizens & Northern Corp
Pennsylvania
$15.5M 683,278 +16,633 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.3M 542,374 +722 +0.1%
PFA
6
Pure Financial Advisors
California
$11M 485,204 -8,431 -2%
T
7
TrueFG
Texas
$11M 481,993 +11,011 +2%
MCM
8
MAI Capital Management
Ohio
$9.42M 413,997 -1,952 -0.5%
Creative Planning
9
Creative Planning
Kansas
$7.17M 315,122 -5,973 -2%
BDF
10
Black Diamond Financial
Maryland
$7.15M 314,340 +7,948 +3%
AWM
11
AE Wealth Management
Kansas
$7.06M 310,451 +9,685 +3%
AAS
12
Avantax Advisory Services
Texas
$6.7M 294,564 +26,610 +10%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$6.66M 292,534 +155,429 +113%
LPL Financial
14
LPL Financial
California
$6.55M 287,807 +22,838 +9%
FSC
15
Full Sail Capital
Oklahoma
$5.86M 257,440 +957 +0.4%
PWA
16
Physician Wealth Advisors
Utah
$4.99M 220,799 +10,440 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.49M 197,454 +80,828 +69%
DAS
18
Dynamic Advisor Solutions
Arizona
$4.34M 190,613 +5,361 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.2M 184,468 +42,277 +30%
Financial Engines Advisors
20
Financial Engines Advisors
California
$4.14M 181,942 -4,809 -3%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.7M 162,835 -8,640 -5%
SIA
22
Soltis Investment Advisors
Utah
$3.38M 148,708 -10,343 -7%
Morgan Stanley
23
Morgan Stanley
New York
$3.35M 147,093 -3,376 -2%
BTI
24
Blue Trust Inc
Georgia
$3.34M 132,916 -27,181 -17%
ISWM
25
Independent Solutions Wealth Management
New York
$3.27M 143,697 +4,605 +3%