We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

210 hedge funds and large institutions have $647M invested in Fidelity MSCI Real Estate Index ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

49% more capital invested

Capital invested by funds: $434M → $647M (+$213M)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

23.04% more ownership

Funds ownership: 40.22%63.27% (+23%)

4% more funds holding

Funds holding: 202210 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
83
Reduced
64
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
1
Essential Planning
New Hampshire
$227M +$224M +7,813,298 +6,176%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$35.5M -$1.14M -39,881 -3%
Lido Advisors
3
Lido Advisors
California
$32.6M +$1.36M +47,682 +4%
AWM
4
AE Wealth Management
Kansas
$24.1M +$4.62M +161,621 +22%
CNC
5
Citizens & Northern Corp
Pennsylvania
$21.2M -$604K -21,126 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.3M +$3.39M +118,562 +26%
T
7
TrueFG
Texas
$15.2M +$432K +15,103 +3%
BDF
8
Black Diamond Financial
Maryland
$14.3M +$1.35M +47,247 +10%
PFA
9
Pure Financial Advisors
California
$11.8M -$368K -12,861 -3%
DFG
10
Demars Financial Group
Washington
$11.7M +$8.67M +302,972 +2,280%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$11.6M +$100K +3,502 +0.8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$10.8M +$161K +5,619 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.6M +$1.73M +60,513 +18%
AAS
14
Avantax Advisory Services
Texas
$9.76M +$216K +7,554 +2%
MCM
15
MAI Capital Management
Ohio
$8.8M -$494K -17,281 -5%
LPL Financial
16
LPL Financial
California
$8.41M -$43.9K -1,534 -0.5%
Creative Planning
17
Creative Planning
Kansas
$6.94M -$185K -6,454 -2%
PCM
18
Payne Capital Management
New York
$6.28M +$6.65M +232,344 New
DAS
19
Dynamic Advisor Solutions
Arizona
$6.05M -$10K -351 -0.2%
AFTS
20
American Financial & Tax Strategies
New York
$5.19M +$172 +6 +0%
PWA
21
Physician Wealth Advisors
Utah
$5.08M -$130K -4,543 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.72M +$38.1K +1,332 +0.8%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$4.54M +$1.69M +58,993 +54%
ASN
24
Advisory Services Network
Georgia
$4.01M +$422K +14,754 +11%
MAM
25
Marotta Asset Management
Virginia
$3.84M +$58K +2,029 +1%