We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

211 hedge funds and large institutions have $1.33B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 15

93% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 43

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more capital invested

Capital invested by funds: $1.12B → $1.33B (+$202M)

15% more funds holding

Funds holding: 183211 (+28)

1.14% less ownership

Funds ownership: 59.24%58.09% (-1.1%)

Holders
211
Holders Change
+28
Holders Change %
+15.3%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
51
Increased
83
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Physician Wealth Advisors
Utah
$4.96M -$76.5K -2,347 -2%
Morgan Stanley
27
Morgan Stanley
New York
$4.65M +$983K +30,147 +29%
KAS
28
Kestra Advisory Services
Texas
$4.51M -$5.1M -156,537 -55%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.12M +$357K +10,953 +10%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$4.11M +$418K +12,838 +12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.09M -$37.8K -1,159 -1%
SWM
32
SigFig Wealth Management
California
$3.93M -$195K -5,988 -5%
AWM
33
AE Wealth Management
Kansas
$3.9M +$1.43M +43,737 +64%
JWCA
34
J.W. Cole Advisors
Florida
$3.47M +$3.26M +99,884 New
LPL Financial
35
LPL Financial
California
$3.45M +$677K +20,780 +26%
Stifel Financial
36
Stifel Financial
Missouri
$3.01M -$366K -11,234 -11%
RJA
37
Raymond James & Associates
Florida
$2.73M +$341K +10,454 +15%
AMG
38
Asset Management Group
Connecticut
$2.72M -$47.6K -1,462 -2%
SIA
39
Soltis Investment Advisors
Utah
$2.67M +$93K +2,852 +4%
UBS Group
40
UBS Group
Switzerland
$2.55M +$448K +13,737 +23%
LNC
41
Lincoln National Corp
Pennsylvania
$2.18M +$114K +3,484 +6%
MWM
42
Mission Wealth Management
California
$2.15M -$68.7K -2,107 -3%
ASN
43
Advisory Services Network
Georgia
$2.14M +$151K +4,637 +8%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2.09M -$64.8K -1,987 -3%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$1.98M +$275K +8,439 +17%
OWM
46
Opes Wealth Management
California
$1.94M +$547K +16,787 +43%
GGS
47
Galvin Gaustad & Stein
Arizona
$1.89M +$2.05K +63 +0.1%
CWM
48
Congress Wealth Management
Massachusetts
$1.87M +$1.75M +53,811 New
Wells Fargo
49
Wells Fargo
California
$1.84M -$8.47K -260 -0.5%
CWM
50
Curi Wealth Management
North Carolina
$1.74M +$94.5K +2,899 +6%