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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
MML Investors Services
76
MML Investors Services
Massachusetts
$803K +$65.6K +2,214 +9%
TCM
77
Tufton Capital Management
Maryland
$790K -$949 -32 -0.1%
CWM
78
Cedar Wealth Management
California
$752K -$7.08K -239 -1%
AA
79
Ancora Advisors
Ohio
$748K -$3.26K -110 -0.4%
HCA
80
Heck Capital Advisors
Wisconsin
$720K -$15.1K -511 -2%
Renaissance Technologies
81
Renaissance Technologies
New York
$663K +$646K +21,800 New
BWM
82
Birchcreek Wealth Management
Ohio
$652K +$57.6K +1,944 +10%
WFAG
83
Wescott Financial Advisory Group
Pennsylvania
$635K -$236K -7,970 -28%
SFS
84
Sowell Financial Services
Arkansas
$632K -$388K -13,092 -39%
AIP
85
Almanack Investment Partners
Pennsylvania
$627K +$563 +19 +0.1%
Bank of America
86
Bank of America
North Carolina
$622K -$35.5K -1,199 -6%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$610K +$10.3K +346 +2%
IA
88
IFS Advisors
Kansas
$603K -$30.4K -1,024 -5%
BMM
89
Buffington Mohr McNeal
Idaho
$572K
SW
90
SVB Wealth
Massachusetts
$555K -$47K -1,585 -8%
BCA
91
Bray Capital Advisors
Florida
$518K +$48.2K +1,625 +11%
MAFM
92
Mid Atlantic Financial Management
Pennsylvania
$504K +$13.1K +442 +3%
IIC
93
Integrated Investment Consultants
Michigan
$495K +$482K +16,259 New
ACA
94
Atlas Capital Advisors
Wyoming
$456K +$69.6K +2,347 +19%
CFA
95
Cahill Financial Advisors
Minnesota
$448K +$2.7K +91 +0.6%
PP
96
Professional Planning
California
$434K +$424K +14,291 New
CCM
97
Cribstone Capital Management
Maine
$426K -$331K -11,170 -44%
BAM
98
Baldrige Asset Management
Pennsylvania
$424K +$79.8K +2,691 +24%
TIM
99
Tortoise Investment Management
New York
$380K -$10.8K -365 -3%
CFGS
100
Concourse Financial Group Securities
Alabama
$363K +$229K +7,731 +183%