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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
CS
51
Comerica Securities
Michigan
$1.44M +$41.9K +1,323 +3%
CWM
52
Curi Wealth Management
North Carolina
$1.43M +$173K +5,465 +13%
RA
53
RFG Advisory
Alabama
$1.4M +$366K +11,562 +33%
BFPW
54
BOK Financial Private Wealth
Colorado
$1.37M -$2.98K -94 -0.2%
CTA
55
Colonial Trust Advisors
South Carolina
$1.29M +$7.98K +252 +0.6%
AF
56
AtlasMark Financial
Texas
$1.26M +$9.4K +297 +0.7%
WPW
57
Waldron Private Wealth
Pennsylvania
$1.26M +$1.31M +41,376 New
DFG
58
Demars Financial Group
Washington
$1.21M -$188K -5,927 -13%
OWM
59
Opes Wealth Management
California
$1.18M +$1.23M +38,936 New
NL
60
NWAM LLC
Washington
$1.15M +$271K +8,553 +29%
BBW
61
Blue Barn Wealth
Utah
$1.13M +$118K +3,725 +11%
SMC
62
Smith, Moore & Co
Missouri
$1.09M -$56.5K -1,784 -5%
Goldman Sachs
63
Goldman Sachs
New York
$1.04M -$233K -7,357 -18%
EBA
64
Eagle Bay Advisors
New York
$1.03M +$257K +8,129 +31%
MML Investors Services
65
MML Investors Services
Massachusetts
$989K +$194K +6,142 +23%
AIC
66
Ameritas Investment Company
Nebraska
$972K +$185K +5,834 +22%
SSWM
67
Smith Salley Wealth Management
North Carolina
$957K +$136K +4,303 +16%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$955K -$718K -22,693 -42%
5L
69
55I LLC
Massachusetts
$937K -$133K -4,217 -12%
IWS
70
Insight Wealth Strategies
California
$881K -$32.4K -1,022 -3%
MA
71
Mutual Advisors
Nebraska
$793K -$33.5K -1,057 -4%
TCM
72
Tufton Capital Management
Maryland
$791K +$1.2K +38 +0.1%
CWM
73
Cedar Wealth Management
California
$768K +$17.2K +544 +2%
SFS
74
Sowell Financial Services
Arkansas
$749K +$123K +3,887 +19%
AA
75
Ancora Advisors
Ohio
$747K