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Fidelity MSCI Real Estate Index ETF

158 hedge funds and large institutions have $773M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

10% more capital invested

Capital invested by funds: $702M → $773M (+$71.3M)

3% more funds holding

Funds holding: 154158 (+4)

1.47% less ownership

Funds ownership: 58.58%57.11% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
62
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
AtlasMark Financial
Texas
$1.14M +$94.9K +3,611 +10%
PAG
52
Pinnacle Advisory Group
Maryland
$1.14M +$204K +7,765 +23%
SMC
53
Smith, Moore & Co
Missouri
$1.09M +$54.4K +2,070 +5%
LNC
54
Lincoln National Corp
Pennsylvania
$1.08M +$112K +4,253 +12%
SFS
55
Sowell Financial Services
Arkansas
$985K +$469K +17,857 +112%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$946K +$177K +6,735 +24%
5L
57
55I LLC
Massachusetts
$927K +$47.1K +1,793 +6%
CWM
58
Curi Wealth Management
North Carolina
$892K +$169K +6,445 +25%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$885K -$51.1K -1,946 -6%
STB
60
S&T Bank
Pennsylvania
$794K
KAS
61
Kestra Advisory Services
Texas
$775K -$92.3K -3,513 -11%
WFAG
62
Wescott Financial Advisory Group
Pennsylvania
$770K +$35.2K +1,339 +5%
PCA
63
Providence Capital Advisors
North Carolina
$766K +$12.2K +465 +2%
TCM
64
Tufton Capital Management
Maryland
$715K -$552 -21 -0.1%
NL
65
NWAM LLC
Washington
$711K +$85.6K +3,256 +14%
SSWM
66
Smith Salley Wealth Management
North Carolina
$711K +$103K +3,902 +18%
CCM
67
Cribstone Capital Management
Maine
$692K -$55.2K -2,100 -8%
CWM
68
Cedar Wealth Management
California
$686K +$15.7K +598 +2%
AA
69
Ancora Advisors
Ohio
$678K
MML Investors Services
70
MML Investors Services
Massachusetts
$665K -$314K -11,949 -33%
HCA
71
Heck Capital Advisors
Wisconsin
$665K +$33.3K +1,266 +6%
MA
72
Mutual Advisors
Nebraska
$640K +$330K +12,548 +117%
Bank of America
73
Bank of America
North Carolina
$595K +$16.9K +643 +3%
IA
74
IFS Advisors
Kansas
$573K -$43.5K -1,656 -7%
AIP
75
Almanack Investment Partners
Pennsylvania
$566K +$473 +18 +0.1%