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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
KPWS
101
Kestra Private Wealth Services
Texas
$352K +$41.9K +1,325 +13%
DI
102
Disciplined Investments
Oklahoma
$336K
AWA
103
Arkadios Wealth Advisors
Georgia
$330K -$4.68K -148 -1%
AWM
104
Accel Wealth Management
Iowa
$321K +$285 +9 +0.1%
PCH
105
PGIM Custom Harvest
New Jersey
$306K
MFG
106
Merit Financial Group
Georgia
$296K -$918 -29 -0.3%
GRP
107
Global Retirement Partners
California
$272K +$78.3K +2,475 +38%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$265K +$276K +8,708 New
OIA
109
OneDigital Investment Advisors
Kansas
$260K -$4.88K -154 -2%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$256K +$5.7K +180 +2%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$255K +$90.2K +2,850 +51%
BWM
112
BerganKDV Wealth Management
Minnesota
$246K -$2.93M -92,523 -92%
SF
113
Synovus Financial
Georgia
$246K +$32.1K +1,014 +14%
MWM
114
Merriman Wealth Management
Washington
$226K
LA
115
Lynch & Associates
Indiana
$211K +$220K +6,934 New
PPA
116
Parametric Portfolio Associates
Washington
$206K +$215K +6,781 New
BCM
117
Beaumont Capital Management
Massachusetts
$204K +$213K +6,719 New
FA
118
FMA Advisory
Pennsylvania
$203K -$4.81K -152 -2%
FTS
119
Fifth Third Securities
Ohio
$203K +$212K +6,683 New
GT
120
Glenmede Trust
Pennsylvania
$160K +$167K +5,284 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$137K +$64K +2,021 +81%
CFGS
122
Concourse Financial Group Securities
Alabama
$127K -$246K -7,781 -65%
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$126K +$131K +4,147 New
SPIA
124
Steward Partners Investment Advisory
New York
$114K +$222 +7 +0.2%
GWM
125
Geneos Wealth Management
Colorado
$92K