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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
CFGS
101
Concourse Financial Group Securities
Alabama
$116K -$526 -20 -0.5%
NFG
102
Next Financial Group
Texas
$114K -$5.73K -218 -5%
SPIA
103
Steward Partners Investment Advisory
New York
$103K -$4.47K -170 -4%
GWM
104
Geneos Wealth Management
Colorado
$88K
TCOV
105
Trust Company of Vermont
Vermont
$84K
DI
106
Disciplined Investments
Oklahoma
$83K
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$71K +$67.5K +2,568 New
Citigroup
108
Citigroup
New York
$62K +$289 +11 +0.5%
QCG
109
Quadrant Capital Group
Ohio
$59K
JP Morgan Chase
110
JP Morgan Chase
New York
$56K +$5.36K +204 +11%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$55K
HNB
112
Huntington National Bank
Ohio
$55K
US Bancorp
113
US Bancorp
Minnesota
$53K
PP
114
PrairieView Partners
Minnesota
$48K +$45.5K +1,732 New
IA
115
IFP Advisors
Florida
$47K -$75.6K -2,875 -63%
William Blair & Company
116
William Blair & Company
Illinois
$47K -$24.5K -934 -35%
AssetMark Inc
117
AssetMark Inc
California
$46K +$43.9K +1,671 New
LWM
118
Liberty Wealth Management
California
$32K
APA
119
American Portfolios Advisors
New York
$31.8K
ADL
120
Asset Dedication LLC
California
$30K -$104K -3,974 -78%
RIM
121
Rockbridge Investment Management
New York
$29K +$999 +38 +4%
SSB
122
Sandy Spring Bank
Maryland
$27K
NFSG
123
Newbridge Financial Services Group
Florida
$27K +$25.5K +972 New
Franklin Resources
124
Franklin Resources
California
$25K
PFA
125
Professional Financial Advisors
Nebraska
$25K