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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
STB
76
S&T Bank
Pennsylvania
$971K +$912K +27,968 New
IWS
77
Insight Wealth Strategies
California
$912K -$88.7K -2,723 -9%
MA
78
Mutual Advisors
Nebraska
$904K -$1.86K -57 -0.2%
TCM
79
Tufton Capital Management
Maryland
$883K -$18.8K -577 -2%
CWM
80
Cedar Wealth Management
California
$883K +$5.28K +162 +0.6%
Renaissance Technologies
81
Renaissance Technologies
New York
$882K +$235K +7,200 +40%
SFS
82
Sowell Financial Services
Arkansas
$831K -$23.1K -710 -3%
AA
83
Ancora Advisors
Ohio
$750K -$96.7K -2,966 -12%
GWM
84
Grand Wealth Management
Michigan
$745K +$699K +21,444 New
CAN
85
Cetera Advisor Networks
California
$740K +$265K +8,137 +62%
BMM
86
Buffington Mohr McNeal
Idaho
$652K
IA
87
IFS Advisors
Kansas
$648K -$20.7K -634 -3%
AIP
88
Almanack Investment Partners
Pennsylvania
$637K
SW
89
SVB Wealth
Massachusetts
$617K -$14.9K -457 -3%
ACA
90
Atlas Capital Advisors
Wyoming
$613K
BWM
91
Birchcreek Wealth Management
Ohio
$567K -$175K -5,358 -25%
BAM
92
Baldrige Asset Management
Pennsylvania
$534K +$24.5K +751 +5%
FNC
93
First National Corp
Massachusetts
$524K -$24.6K -754 -5%
SS
94
Sunbelt Securities
Texas
$520K +$542K +16,638 New
PCA
95
Providence Capital Advisors
North Carolina
$502K +$7.33K +225 +2%
AFP
96
Ausdal Financial Partners
Iowa
$492K +$462K +14,182 New
CFA
97
Cahill Financial Advisors
Minnesota
$462K -$48.8K -1,496 -10%
CCM
98
Cribstone Capital Management
Maine
$444K -$847 -26 -0.2%
NA
99
NewEdge Advisors
Louisiana
$439K +$412K +12,639 New
TIM
100
Tortoise Investment Management
New York
$430K