We are live on ! Find out more
FREL icon

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
Jane Street
51
Jane Street
New York
$950K -$1.71M -69,270 -65%
MML Investors Services
52
MML Investors Services
Massachusetts
$917K -$746K -30,247 -46%
LNC
53
Lincoln National Corp
Pennsylvania
$890K +$178K +7,209 +26%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$879K -$15.3K -621 -2%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$867K -$19.7K -798 -2%
PAG
56
Private Advisor Group
New Jersey
$863K +$839K +34,003 New
PAG
57
Pinnacle Advisory Group
Maryland
$851K +$15K +609 +2%
5L
58
55I LLC
Massachusetts
$810K -$254K -10,310 -24%
LI
59
LVZ Inc
Michigan
$798K +$123K +4,989 +19%
KAS
60
Kestra Advisory Services
Texas
$796K +$99.8K +4,044 +15%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$791K -$436K -17,675 -36%
STB
62
S&T Bank
Pennsylvania
$733K
RCAG
63
Rehmann Capital Advisory Group
Michigan
$704K +$684K +27,734 New
PCA
64
Providence Capital Advisors
North Carolina
$695K +$56K +2,271 +9%
CCM
65
Cribstone Capital Management
Maine
$692K -$4.24K -172 -0.6%
AIC
66
Ameritas Investment Company
Nebraska
$688K +$29.9K +1,211 +5%
WFAG
67
Wescott Financial Advisory Group
Pennsylvania
$677K +$658K +26,664 New
TCM
68
Tufton Capital Management
Maryland
$660K -$7.67K -311 -1%
CWM
69
Curi Wealth Management
North Carolina
$660K +$642K +26,026 New
AA
70
Ancora Advisors
Ohio
$626K -$3.08K -125 -0.5%
CWM
71
Cedar Wealth Management
California
$618K +$35.2K +1,428 +6%
HCA
72
Heck Capital Advisors
Wisconsin
$582K +$566K +22,917 New
NL
73
NWAM LLC
Washington
$574K +$40.3K +1,632 +8%
BDF
74
Black Diamond Financial
Maryland
$573K +$557K +22,578 New
IA
75
IFS Advisors
Kansas
$571K +$556K +22,528 New