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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
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$429K +$128K +3,937 +47%
KPWS
102
Kestra Private Wealth Services
Texas
$428K +$24.4K +748 +6%
AWA
103
Arkadios Wealth Advisors
Georgia
$414K +$35.1K +1,076 +10%
TPWA
104
TRUE Private Wealth Advisors
Oregon
$405K -$7.2K -221 -2%
DI
105
Disciplined Investments
Oklahoma
$405K +$19.6K +600 +5%
BCA
106
Bray Capital Advisors
Florida
$402K
RF
107
Resolute Financial
Massachusetts
$383K +$359K +11,027 New
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$379K +$72.3K +2,219 +25%
AWM
109
Accel Wealth Management
Iowa
$366K +$261 +8 +0.1%
SF
110
Synovus Financial
Georgia
$357K +$72K +2,208 +27%
PPA
111
Parametric Portfolio Associates
Washington
$357K +$114K +3,503 +52%
Prudential Financial
112
Prudential Financial
New Jersey
$350K +$328K +10,072 New
AP
113
Advisors Preferred
Maryland
$350K +$332K +10,180 New
MFG
114
Merit Financial Group
Georgia
$338K -$587 -18 -0.2%
GT
115
Glenmede Trust
Pennsylvania
$333K +$141K +4,321 +82%
VCM
116
Virtue Capital Management
Tennessee
$333K +$312K +9,577 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$328K +$35K +1,073 +13%
FTS
118
Fifth Third Securities
Ohio
$313K +$75.6K +2,320 +35%
OIA
119
OneDigital Investment Advisors
Kansas
$311K +$12.5K +384 +4%
TB
120
Treynor Bancshares
Iowa
$290K +$272K +8,348 New
TRCT
121
Tower Research Capital (TRC)
New York
$287K -$399K -12,235 -60%
IAG
122
Investmark Advisory Group
Connecticut
$285K +$268K +8,234 New
LA
123
Lynch & Associates
Indiana
$266K +$23.7K +728 +10%
MWM
124
Merriman Wealth Management
Washington
$258K +$33 +1 +0%
PPW
125
Pinnacle Private Wealth
Massachusetts
$257K +$241K +7,390 New