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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
TPWA
101
TRUE Private Wealth Advisors
Oregon
$360K -$186K -6,269 -35%
CAN
102
Cetera Advisor Networks
California
$351K +$342K +11,526 New
DI
103
Disciplined Investments
Oklahoma
$337K +$239K +8,050 +267%
AWA
104
Arkadios Wealth Advisors
Georgia
$334K +$143K +4,832 +78%
AWM
105
Accel Wealth Management
Iowa
$321K +$267 +9 +0.1%
Citadel Advisors
106
Citadel Advisors
Florida
$315K +$307K +10,342 New
KPWS
107
Kestra Private Wealth Services
Texas
$312K +$304K +10,263 New
FNC
108
First National Corp
Massachusetts
$310K -$58.4K -1,971 -13%
PCH
109
PGIM Custom Harvest
New Jersey
$307K
MFG
110
Merit Financial Group
Georgia
$297K +$290K +9,775 New
OIA
111
OneDigital Investment Advisors
Kansas
$265K -$237 -8 -0.1%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$251K +$244K +8,235 New
MWM
113
Merriman Wealth Management
Washington
$226K
SF
114
Synovus Financial
Georgia
$215K +$210K +7,077 New
FA
115
FMA Advisory
Pennsylvania
$208K -$18.4K -621 -8%
UCFA
116
United Capital Financial Advisors
Texas
$204K +$198K +6,691 New
GRP
117
Global Retirement Partners
California
$197K -$2.82K -95 -1%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$168K +$34.5K +1,165 +27%
AF
119
Advisornet Financial
Minnesota
$151K -$12.2K -412 -8%
SPIA
120
Steward Partners Investment Advisory
New York
$114K +$208 +7 +0.2%
HI
121
Harbour Investments
Wisconsin
$96K +$66.3K +2,237 +246%
TCOV
122
Trust Company of Vermont
Vermont
$93K
GWM
123
Geneos Wealth Management
Colorado
$91K
Citigroup
124
Citigroup
New York
$78K +$9.31K +314 +14%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$76K -$2.13K -72 -3%