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FPRO Institutional Ownership

Fidelity Real Estate Investment ETF
1W: -1.7% 1M: -6.1% 3M: -7.3% YTD: +4.0% 1Y: +2.9% 3Y: +33.1% 5Y: +6.0%
$23.11
+0.08 (+0.35%)
 
Weekly Expected Move ±1.4%
$22 $23 $23 $23 $24
ETF CBOE · AUM $15.2M

Institutional Ownership — FPRO

11
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
5
New Positions
0
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (15 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Canal Capital Management, LLC NEW 49,332 1M — +0.0% 1Q SEC ↗
2 RWA WEALTH PARTNERS, LLC 19,910 460K — +0.0% 11Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 12,899 298K — +0.0% 1Q SEC ↗
4 Sunbelt Securities, Inc. NEW 3,700 86K — +0.0% 1Q SEC ↗
5 Farther Finance Advisors, LLC 940 22K — +0.0% 3Q SEC ↗
6 ASSETMARK, INC NEW 446 10K — +0.0% 1Q SEC ↗
7 JPMORGAN CHASE & CO NEW 300 7K — +0.0% 1Q SEC ↗
8 CWM, LLC 254 6K +2 +0.8% 4Q SEC ↗
9 MERCER GLOBAL ADVISORS INC /ADV NEW 53 1K — +0.0% 1Q SEC ↗
10 MORGAN STANLEY 1 0K — +0.0% 7Q SEC ↗
11 OSAIC HOLDINGS, INC. 0 0K -40 -100.0% 14Q SEC ↗
12 UBS Group AG 0 0K -156 -100.0% 6Q SEC ↗
13 CITADEL ADVISORS LLC 0 0K -20,656 -100.0% 8Q SEC ↗
14 Clarity Asset Management, Inc. 0 0K -241 -100.0% 3Q SEC ↗
15 AE Wealth Management LLC 0 0K — — 8Q SEC ↗

Recent Activity

Sold Out (4)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 20,656 477K
Clarity Asset Management, Inc. 241 6K
UBS Group AG 156 4K
OSAIC HOLDINGS, INC. 40 1K
Biggest Increases (1)
HolderAddedChange %Total Shares
CWM, LLC +2 +0.8% 254
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms