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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
HI
126
Harbour Investments
Wisconsin
$25K +$23.9K +910 New
TWA
127
TCI Wealth Advisors
Arizona
$22K
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$2.52K -96 -12%
VNA
129
Valley National Advisers
Pennsylvania
$18K
CWA
130
Clearview Wealth Advisors
Oregon
$17K +$105 +4 +0.7%
EVM
131
Eaton Vance Management
Massachusetts
$14K +$13.1K +500 New
CFD
132
Creative Financial Designs
Indiana
$12K -$26 -1 -0.2%
CAC
133
Certified Advisory Corp
Florida
$12K +$11.5K +437 New
AA
134
AlphaMark Advisors
Kentucky
$10K
CIAS
135
Capital Investment Advisory Services
North Carolina
$10K
IRC
136
Investors Research Corp
Georgia
$10K
CB
137
CNB Bank
Pennsylvania
$9K +$8.67K +330 New
BWP
138
Baldwin Wealth Partners
Massachusetts
$8K +$7.33K +279 New
CWM
139
Cranbrook Wealth Management
Michigan
$8K +$7.83K +298 New
LWANC
140
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
SWM
141
Spire Wealth Management
Virginia
$7K +$6.57K +250 New
FCA
142
FinTrust Capital Advisors
South Carolina
$6K
PGAM
143
Princeton Global Asset Management
New Jersey
$6K
BFG
144
Baron Financial Group
New Jersey
$5.42K
Simplex Trading
145
Simplex Trading
Illinois
$5K +$5.26K +200 New
APC
146
Aspire Private Capital
North Carolina
$4K +$4.15K +158 New
HS
147
Horan Securities
United States
$3K
GI
148
Gradient Investments
Minnesota
$3K +$1.34K +51 +89%
CA
149
Clearstead Advisors
Ohio
$2K
MFT
150
Moisand Fitzgerald Tamayo
Florida
$2K