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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
SW
76
SVB Wealth
Massachusetts
$545K -$3.76K -143 -0.7%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$541K +$105K +3,996 +25%
BWM
78
Birchcreek Wealth Management
Ohio
$535K +$151K +5,762 +42%
BMM
79
Buffington Mohr McNeal
Idaho
$516K -$2.76K -105 -0.6%
TPWA
80
TRUE Private Wealth Advisors
Oregon
$498K -$60.9K -2,318 -11%
MAFM
81
Mid Atlantic Financial Management
Pennsylvania
$443K -$11.3K -430 -3%
RA
82
RFG Advisory
Alabama
$440K +$86.9K +3,308 +26%
BCA
83
Bray Capital Advisors
Florida
$423K +$103K +3,930 +34%
FNC
84
First National Corp
Massachusetts
$418K +$35.2K +1,341 +10%
CFA
85
Cahill Financial Advisors
Minnesota
$402K -$88.5K -3,369 -19%
HCMT
86
Highland Capital Management (Tennessee)
Tennessee
$396K
TIM
87
Tortoise Investment Management
New York
$353K +$43.4K +1,650 +15%
ACA
88
Atlas Capital Advisors
Wyoming
$347K +$125K +4,744 +60%
BAM
89
Baldrige Asset Management
Pennsylvania
$309K +$29.3K +1,116 +11%
AWM
90
Accel Wealth Management
Iowa
$289K +$237 +9 +0.1%
PCH
91
PGIM Custom Harvest
New Jersey
$277K -$7.33K -279 -3%
PAG
92
Private Advisor Group
New Jersey
$265K -$641K -24,372 -72%
OIA
93
OneDigital Investment Advisors
Kansas
$240K
FA
94
FMA Advisory
Pennsylvania
$205K +$196K +7,458 New
MWM
95
Merriman Wealth Management
Washington
$204K +$195K +7,418 New
AIC
96
Ameritas Investment Company
Nebraska
$201K -$520K -19,790 -73%
GRP
97
Global Retirement Partners
California
$180K +$342 +13 +0.2%
AWA
98
Arkadios Wealth Advisors
Georgia
$169K -$4.28K -163 -3%
AF
99
Advisornet Financial
Minnesota
$148K -$28.9K -1,098 -17%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$120K +$35K +1,331 +44%