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Fidelity MSCI Real Estate Index ETF

198 hedge funds and large institutions have $358M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

1.23% more ownership

Funds ownership: 37.7%38.92% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $364M → $358M (-$5.42M)

2% less funds holding

Funds holding: 203198 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
83
Reduced
68
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
$37.8M -$3.74M -150,367 -9%
Lido Advisors
2
Lido Advisors
California
$26.2M +$1.17M +47,069 +5%
CNC
3
Citizens & Northern Corp
Pennsylvania
$19.4M +$2.76M +110,801 +17%
AWM
4
AE Wealth Management
Kansas
$15.8M +$3.53M +141,975 +29%
T
5
TrueFG
Texas
$14.2M +$868K +34,881 +7%
PFA
6
Pure Financial Advisors
California
$11.7M -$399K -16,048 -3%
BDF
7
Black Diamond Financial
Maryland
$11M +$2.56M +102,865 +31%
RWMH
8
Riverpoint Wealth Management Holdings
Illinois
$10.3M +$1.19M +47,741 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.87M -$762K -30,608 -7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$9.66M +$12.2K +492 +0.1%
MCM
11
MAI Capital Management
Ohio
$8.71M +$725K +29,125 +9%
AAS
12
Avantax Advisory Services
Texas
$8.66M +$150K +6,015 +2%
LPL Financial
13
LPL Financial
California
$8.21M +$683K +27,449 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.73M +$710K +28,552 +10%
Creative Planning
15
Creative Planning
Kansas
$6.88M -$225K -9,040 -3%
PWA
16
Physician Wealth Advisors
Utah
$5.68M -$238K -9,578 -4%
DAS
17
Dynamic Advisor Solutions
Arizona
$5.6M +$582K +23,391 +12%
AFTS
18
American Financial & Tax Strategies
New York
$4.89M +$75.9K +3,051 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.05M +$257K +10,326 +7%
Financial Engines Advisors
20
Financial Engines Advisors
California
$3.98M -$46.3K -1,859 -1%
ISWM
21
Independent Solutions Wealth Management
New York
$3.88M +$52.1K +2,092 +1%
MAM
22
Marotta Asset Management
Virginia
$3.56M +$689K +27,709 +24%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.47M -$148K -5,966 -4%
ASN
24
Advisory Services Network
Georgia
$3.38M +$16.9K +680 +0.5%
GGS
25
Galvin Gaustad & Stein
Arizona
$3.22M -$31.2K -1,253 -1%