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Fidelity MSCI Real Estate Index ETF

181 hedge funds and large institutions have $943M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 51

22% more capital invested

Capital invested by funds: $773M → $943M (+$169M)

15% more funds holding

Funds holding: 158181 (+23)

0.79% less ownership

Funds ownership: 57.11%56.32% (-0.79%)

Holders
181
Holders Change
+23
Holders Change %
+14.56%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
31
Increased
67
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$3.5M -$2.53M -85,238 -41%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.47M +$1.08M +36,556 +47%
BWM
28
BerganKDV Wealth Management
Minnesota
$3.06M +$50.8K +1,713 +2%
Stifel Financial
29
Stifel Financial
Missouri
$2.98M -$32.9K -1,111 -1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.71M +$1.1M +37,257 +72%
JWCA
31
J.W. Cole Advisors
Florida
$2.68M +$108K +3,639 +4%
AMG
32
Asset Management Group
Connecticut
$2.49M -$149K -5,015 -6%
EP
33
Eudaimonia Partners
Tennessee
$2.48M -$449K -15,156 -16%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.31M +$831K +28,040 +58%
SIA
35
Soltis Investment Advisors
Utah
$2.26M +$144K +4,841 +7%
BFA
36
Beaumont Financial Advisors
Massachusetts
$2.15M -$6.11M -206,258 -74%
Morgan Stanley
37
Morgan Stanley
New York
$2.12M +$704K +23,738 +52%
RJA
38
Raymond James & Associates
Florida
$2.02M +$160K +5,396 +9%
MWM
39
Mission Wealth Management
California
$1.99M -$51.6K -1,741 -3%
BDF
40
Black Diamond Financial
Maryland
$1.93M +$600K +20,236 +47%
LPL Financial
41
LPL Financial
California
$1.86M +$203K +6,862 +13%
UBS Group
42
UBS Group
Switzerland
$1.85M +$83.8K +2,826 +5%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.83M -$368K -12,404 -17%
HT
44
HAP Trading
New York
$1.78M +$1.74M +58,668 New
ASN
45
Advisory Services Network
Georgia
$1.76M +$8.51K +287 +0.5%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.65M +$650K +21,944 +68%
GGS
47
Galvin Gaustad & Stein
Arizona
$1.59M +$39.5K +1,333 +3%
CS
48
Comerica Securities
Michigan
$1.4M -$8.48K -286 -0.6%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.4M +$55.8K +1,884 +4%
DFG
50
Demars Financial Group
Washington
$1.39M +$37.9K +1,277 +3%