We are live on ! Find out more
FREL icon

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
BFPW
51
BOK Financial Private Wealth
Colorado
$1.37M -$1.96M -66,254 -60%
Wells Fargo
52
Wells Fargo
California
$1.36M +$17K +573 +1%
LNC
53
Lincoln National Corp
Pennsylvania
$1.32M +$123K +4,158 +11%
NAM
54
NorthCoast Asset Management
Connecticut
$1.3M +$1.26M +42,640 New
JMPWA
55
JP Morgan Private Wealth Advisors
California
$1.29M +$7.92K +267 +0.6%
CTA
56
Colonial Trust Advisors
South Carolina
$1.28M -$24.8K -837 -2%
CWM
57
Curi Wealth Management
North Carolina
$1.27M +$274K +9,243 +28%
Goldman Sachs
58
Goldman Sachs
New York
$1.27M -$1.73M -58,318 -58%
AF
59
AtlasMark Financial
Texas
$1.25M -$6.94K -234 -0.6%
SMC
60
Smith, Moore & Co
Missouri
$1.15M -$63.6K -2,146 -5%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$1.09M +$26.8K +903 +3%
5L
62
55I LLC
Massachusetts
$1.07M +$39.3K +1,326 +4%
RA
63
RFG Advisory
Alabama
$1.05M +$549K +18,524 +116%
TRCT
64
Tower Research Capital (TRC)
New York
$1.04M +$1.01M +34,234 New
BBW
65
Blue Barn Wealth
Utah
$1.02M +$996K +33,586 New
AIC
66
Ameritas Investment Company
Nebraska
$963K +$559K +18,847 +258%
PAG
67
Private Advisor Group
New Jersey
$914K +$605K +20,425 +212%
IWS
68
Insight Wealth Strategies
California
$913K +$889K +30,001 New
FMT
69
First Mercantile Trust
Tennessee
$909K +$843K +28,432 New
NL
70
NWAM LLC
Washington
$888K +$98.5K +3,324 +13%
STB
71
S&T Bank
Pennsylvania
$879K
PCA
72
Providence Capital Advisors
North Carolina
$833K -$14.1K -474 -2%
SSWM
73
Smith Salley Wealth Management
North Carolina
$827K +$38.7K +1,304 +5%
MA
74
Mutual Advisors
Nebraska
$826K +$114K +3,857 +17%
EBA
75
Eagle Bay Advisors
New York
$821K +$770K +25,989 New