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Fidelity MSCI Real Estate Index ETF

203 hedge funds and large institutions have $364M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 66

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.53% more ownership

Funds ownership: 37.17%37.7% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 204203 (-1)

3% less capital invested

Capital invested by funds: $375M → $364M (-$11.7M)

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
89
Reduced
66
Closed
17
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
$42.9M -$2.57M -99,731 -6%
Lido Advisors
2
Lido Advisors
California
$25.8M +$2.91M +112,909 +13%
CNC
3
Citizens & Northern Corp
Pennsylvania
$17.1M -$308K -11,942 -2%
T
4
TrueFG
Texas
$13.7M +$214K +8,304 +2%
AWM
5
AE Wealth Management
Kansas
$12.6M +$2.29M +88,880 +23%
PFA
6
Pure Financial Advisors
California
$12.4M -$309K -11,992 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11M -$3.16M -122,506 -23%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$9.94M +$103K +4,003 +1%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$9.39M +$226K +8,772 +2%
BDF
10
Black Diamond Financial
Maryland
$8.84M
AAS
11
Avantax Advisory Services
Texas
$8.76M +$484K +18,800 +6%
MCM
12
MAI Capital Management
Ohio
$8.21M -$350K -13,597 -4%
LPL Financial
13
LPL Financial
California
$7.73M +$230K +8,941 +3%
Creative Planning
14
Creative Planning
Kansas
$7.32M -$113K -4,391 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.22M +$23.7K +918 +0.3%
PWA
16
Physician Wealth Advisors
Utah
$5.26M +$40.6K +1,577 +0.7%
DAS
17
Dynamic Advisor Solutions
Arizona
$5.16M +$92K +3,570 +2%
AFTS
18
American Financial & Tax Strategies
New York
$4.95M +$468K +18,161 +11%
Financial Engines Advisors
19
Financial Engines Advisors
California
$4.15M -$423K -16,436 -9%
ISWM
20
Independent Solutions Wealth Management
New York
$3.94M +$144K +5,571 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.9M +$96.2K +3,733 +3%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.73M -$361K -13,993 -9%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.67M +$44.3K +1,721 +1%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.63M +$840K +32,602 +31%
ASN
25
Advisory Services Network
Georgia
$3.47M +$1.02M +39,674 +43%