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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
Bank of America
76
Bank of America
North Carolina
$720K +$102K +3,218 +16%
BWM
77
Birchcreek Wealth Management
Ohio
$660K +$9.02K +285 +1%
TRCT
78
Tower Research Capital (TRC)
New York
$623K -$435K -13,729 -40%
IA
79
IFS Advisors
Kansas
$586K -$17.1K -540 -3%
BMM
80
Buffington Mohr McNeal
Idaho
$571K
AIP
81
Almanack Investment Partners
Pennsylvania
$557K -$71.7K -2,266 -11%
SW
82
SVB Wealth
Massachusetts
$555K
Renaissance Technologies
83
Renaissance Technologies
New York
$553K -$114K -3,600 -17%
ACA
84
Atlas Capital Advisors
Wyoming
$537K +$84.4K +2,667 +18%
MAFM
85
Mid Atlantic Financial Management
Pennsylvania
$531K +$28.5K +900 +5%
Citadel Advisors
86
Citadel Advisors
Florida
$498K +$191K +6,030 +58%
IIC
87
Integrated Investment Consultants
Michigan
$494K
FNC
88
First National Corp
Massachusetts
$482K +$82.4K +2,602 +20%
BPA
89
Beacon Pointe Advisors
California
$482K +$502K +15,868 New
HCA
90
Heck Capital Advisors
Wisconsin
$479K -$251K -7,920 -33%
CFA
91
Cahill Financial Advisors
Minnesota
$450K +$2.98K +94 +0.6%
BAM
92
Baldrige Asset Management
Pennsylvania
$445K +$22K +695 +5%
PCA
93
Providence Capital Advisors
North Carolina
$432K -$416K -13,156 -48%
PP
94
Professional Planning
California
$421K -$13.8K -435 -3%
CAN
95
Cetera Advisor Networks
California
$400K +$52.1K +1,645 +14%
NAM
96
NorthCoast Asset Management
Connecticut
$389K -$945K -29,863 -70%
CCM
97
Cribstone Capital Management
Maine
$389K -$37.6K -1,189 -8%
TIM
98
Tortoise Investment Management
New York
$376K -$2.85K -90 -0.7%
TPWA
99
TRUE Private Wealth Advisors
Oregon
$361K +$1.52K +48 +0.4%
BCA
100
Bray Capital Advisors
Florida
$352K -$173K -5,455 -32%