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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
RA
51
RFG Advisory
Alabama
$1.72M +$115K +3,536 +8%
WIA
52
World Investment Advisors
California
$1.71M +$178K +5,452 +11%
WPW
53
Waldron Private Wealth
Pennsylvania
$1.7M +$251K +7,688 +19%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$1.69M +$1.86K +57 +0.1%
CS
55
Comerica Securities
Michigan
$1.66M +$18.9K +580 +1%
LPP
56
Life Planning Partners
Florida
$1.66M +$1.56M +47,768 New
RK
57
Rather & Kittrell
Tennessee
$1.64M +$1.54M +47,274 New
BBW
58
Blue Barn Wealth
Utah
$1.56M +$253K +7,777 +21%
BFPW
59
BOK Financial Private Wealth
Colorado
$1.56M
NL
60
NWAM LLC
Washington
$1.49M +$169K +5,188 +14%
AF
61
AtlasMark Financial
Texas
$1.45M +$12.1K +371 +0.9%
BCI
62
Brinker Capital Investments
Pennsylvania
$1.44M +$1.35M +41,427 New
DFG
63
Demars Financial Group
Washington
$1.3M -$75.1K -2,304 -6%
5L
64
55I LLC
Massachusetts
$1.26M +$176K +5,408 +18%
SMC
65
Smith, Moore & Co
Missouri
$1.23M -$11.9K -364 -1%
Goldman Sachs
66
Goldman Sachs
New York
$1.22M +$25.8K +791 +2%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$1.22M +$993K +30,481 +675%
MML Investors Services
68
MML Investors Services
Massachusetts
$1.19M +$52.3K +1,606 +5%
SSWM
69
Smith Salley Wealth Management
North Carolina
$1.18M +$79.7K +2,446 +8%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$1.15M +$55.9K +1,714 +5%
AAS
71
Ameritas Advisory Services
Nebraska
$1.14M +$1.07M +32,843 New
PAG
72
Private Advisor Group
New Jersey
$1.08M -$1.12M -34,429 -52%
CTA
73
Colonial Trust Advisors
South Carolina
$1.06M -$384K -11,780 -28%
EBA
74
Eagle Bay Advisors
New York
$1.04M -$140K -4,287 -13%
Bank of America
75
Bank of America
North Carolina
$1.01M +$175K +5,368 +23%