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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
SSWM
76
Smith Salley Wealth Management
North Carolina
$558K +$40.8K +1,655 +8%
Bank of America
77
Bank of America
North Carolina
$533K -$854K -34,605 -62%
AIP
78
Almanack Investment Partners
Pennsylvania
$522K +$61.1K +2,474 +14%
TPWA
79
TRUE Private Wealth Advisors
Oregon
$518K -$1.45M -58,580 -74%
SW
80
SVB Wealth
Massachusetts
$507K -$133K -5,395 -21%
BMM
81
Buffington Mohr McNeal
Idaho
$479K -$44.9K -1,820 -9%
CFA
82
Cahill Financial Advisors
Minnesota
$457K -$4.32K -175 -1%
TRCT
83
Tower Research Capital (TRC)
New York
$448K -$219K -8,890 -34%
MAFM
84
Mid Atlantic Financial Management
Pennsylvania
$420K +$90.5K +3,667 +28%
SFS
85
Sowell Financial Services
Arkansas
$406K +$395K +16,002 New
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$399K +$4.49K +182 +1%
HCMT
87
Highland Capital Management (Tennessee)
Tennessee
$365K
FNC
88
First National Corp
Massachusetts
$352K +$1.78K +72 +0.5%
BWM
89
Birchcreek Wealth Management
Ohio
$347K +$338K +13,707 New
GVAG
90
Great Valley Advisor Group
Delaware
$318K +$15K +607 +5%
RA
91
RFG Advisory
Alabama
$315K +$313K +12,687 New
HT
92
HAP Trading
New York
$311K +$302K +12,244 New
VC
93
Vicus Capital
Pennsylvania
$306K +$15.7K +638 +6%
BCA
94
Bray Capital Advisors
Florida
$291K +$149K +6,020 +110%
TIM
95
Tortoise Investment Management
New York
$284K +$13.6K +550 +5%
MA
96
Mutual Advisors
Nebraska
$272K +$265K +10,736 New
AWM
97
Accel Wealth Management
Iowa
$267K +$260K +10,519 New
PCH
98
PGIM Custom Harvest
New Jersey
$263K +$255K +10,351 New
BAM
99
Baldrige Asset Management
Pennsylvania
$257K +$25.6K +1,039 +11%
Renaissance Technologies
100
Renaissance Technologies
New York
$239K +$232K +9,400 New