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Fidelity MSCI Real Estate Index ETF

154 hedge funds and large institutions have $702M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

16% more capital invested

Capital invested by funds: $605M → $702M (+$97.4M)

8% more funds holding

Funds holding: 142154 (+12)

2.06% more ownership

Funds ownership: 56.53%58.58% (+2.1%)

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
23
Increased
53
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$2.22M +$59.9K +2,428 +3%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.13M +$713K +28,896 +53%
CWM
28
Capital Wealth Management
Rhode Island
$2.01M +$394K +15,967 +25%
Mariner
29
Mariner
Kansas
$1.95M +$176K +7,147 +10%
MCM
30
MAI Capital Management
Ohio
$1.89M -$161K -6,511 -8%
ASN
31
Advisory Services Network
Georgia
$1.81M -$120K -4,866 -6%
LPL Financial
32
LPL Financial
California
$1.81M +$145K +5,881 +9%
MWM
33
Mission Wealth Management
California
$1.77M -$133K -5,389 -7%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.72M +$259K +10,493 +18%
SIA
35
Soltis Investment Advisors
Utah
$1.65M -$20.2K -817 -1%
RJA
36
Raymond James & Associates
Florida
$1.5M -$839 -34 -0.1%
UBS Group
37
UBS Group
Switzerland
$1.47M +$130K +5,274 +10%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.4M -$1.89M -76,768 -58%
JWCA
39
J.W. Cole Advisors
Florida
$1.39M +$247K +10,020 +22%
BFA
40
Beaumont Financial Advisors
Massachusetts
$1.35M +$146K +5,911 +12%
PCS
41
Personal CFO Solutions
New Jersey
$1.29M -$14.1K -570 -1%
GGS
42
Galvin Gaustad & Stein
Arizona
$1.26M +$1.22M +49,599 New
Wells Fargo
43
Wells Fargo
California
$1.23M -$2.51M -101,585 -68%
CTA
44
Colonial Trust Advisors
South Carolina
$1.2M +$117K +4,738 +11%
Morgan Stanley
45
Morgan Stanley
New York
$1.12M -$419K -16,980 -28%
DFG
46
Demars Financial Group
Washington
$1.09M -$1.68M -68,035 -61%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$1.07M -$47.8K -1,939 -4%
Citadel Advisors
48
Citadel Advisors
Florida
$965K -$461K -18,675 -33%
AF
49
AtlasMark Financial
Texas
$960K +$13.7K +554 +1%
SMC
50
Smith, Moore & Co
Missouri
$957K