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Fidelity MSCI Real Estate Index ETF

183 hedge funds and large institutions have $1.12B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 45

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

19% more capital invested

Capital invested by funds: $943M → $1.12B (+$182M)

2.92% more ownership

Funds ownership: 56.32%59.24% (+2.9%)

1% more funds holding

Funds holding: 181183 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
76
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SigFig Wealth Management
California
$4.03M +$268K +8,453 +7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.62M +$942K +29,761 +33%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.29M -$189K -5,982 -5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.21M +$939K +29,659 +39%
Morgan Stanley
30
Morgan Stanley
New York
$3.15M +$1.08M +34,120 +49%
Stifel Financial
31
Stifel Financial
Missouri
$2.98M +$6.24K +197 +0.2%
EP
32
Eudaimonia Partners
Tennessee
$2.68M +$209K +6,595 +8%
AMG
33
Asset Management Group
Connecticut
$2.43M -$58.7K -1,853 -2%
LPL Financial
34
LPL Financial
California
$2.39M +$551K +17,390 +28%
SIA
35
Soltis Investment Advisors
Utah
$2.25M -$4.15K -131 -0.2%
AWM
36
AE Wealth Management
Kansas
$2.08M +$2.17M +68,456 New
RJA
37
Raymond James & Associates
Florida
$2.07M +$58.2K +1,837 +3%
HT
38
HAP Trading
New York
$2.04M +$268K +8,454 +14%
PAG
39
Private Advisor Group
New Jersey
$2M +$1.13M +35,592 +118%
MWM
40
Mission Wealth Management
California
$1.95M -$40.5K -1,278 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.89M +$63.7K +2,011 +3%
BDF
42
Black Diamond Financial
Maryland
$1.85M -$66.4K -2,096 -3%
UBS Group
43
UBS Group
Switzerland
$1.82M -$32.4K -1,022 -2%
LNC
44
Lincoln National Corp
Pennsylvania
$1.8M +$499K +15,760 +36%
ASN
45
Advisory Services Network
Georgia
$1.73M -$32.3K -1,019 -2%
GGS
46
Galvin Gaustad & Stein
Arizona
$1.65M +$70.9K +2,239 +4%
Wells Fargo
47
Wells Fargo
California
$1.62M +$272K +8,591 +19%
WIA
48
World Investment Advisors
California
$1.5M +$1.56M +49,271 New
RCAG
49
Rehmann Capital Advisory Group
Michigan
$1.48M +$429K +13,549 +38%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$1.48M +$198K +6,270 +15%