We are live on ! Find out more
FREL icon

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.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.07% less ownership

Funds ownership: 37.96%36.89% (-1.1%)

10% less funds holding

Funds holding: 197177 (-20)

13% less capital invested

Capital invested by funds: $386M → $335M (-$51M)

60% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 30

Holders
177
Holders Change
-20
Holders Change %
-10.15%
% of All Funds
2.81%
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 Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$56.7M -$17.5M -705,895 -22%
Lido Advisors
2
Lido Advisors
California
$20M +$1.31M +52,833 +6%
RWMH
3
Riverpoint Wealth Management Holdings
Illinois
$16.8M +$19.3K +782 +0.1%
CNC
4
Citizens & Northern Corp
Pennsylvania
$15.5M +$411K +16,633 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.3M +$17.9K +722 +0.1%
PFA
6
Pure Financial Advisors
California
$11M -$209K -8,431 -2%
T
7
TrueFG
Texas
$11M +$272K +11,011 +2%
MCM
8
MAI Capital Management
Ohio
$9.42M -$48.3K -1,952 -0.5%
Creative Planning
9
Creative Planning
Kansas
$7.17M -$148K -5,973 -2%
BDF
10
Black Diamond Financial
Maryland
$7.15M +$197K +7,948 +3%
AWM
11
AE Wealth Management
Kansas
$7.06M +$240K +9,685 +3%
AAS
12
Avantax Advisory Services
Texas
$6.7M +$658K +26,610 +10%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$6.66M +$3.84M +155,429 +113%
LPL Financial
14
LPL Financial
California
$6.55M +$565K +22,838 +9%
FSC
15
Full Sail Capital
Oklahoma
$5.86M +$23.7K +957 +0.4%
PWA
16
Physician Wealth Advisors
Utah
$4.99M +$258K +10,440 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.49M +$2M +80,828 +69%
DAS
18
Dynamic Advisor Solutions
Arizona
$4.34M +$133K +5,361 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.2M +$1.05M +42,277 +30%
Financial Engines Advisors
20
Financial Engines Advisors
California
$4.14M -$119K -4,809 -3%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.7M -$214K -8,640 -5%
SIA
22
Soltis Investment Advisors
Utah
$3.38M -$256K -10,343 -7%
Morgan Stanley
23
Morgan Stanley
New York
$3.35M -$83.5K -3,376 -2%
BTI
24
Blue Trust Inc
Georgia
$3.33M -$672K -27,181 -17%
ISWM
25
Independent Solutions Wealth Management
New York
$3.27M +$114K +4,605 +3%