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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
FP
126
Financial Perspectives
Minnesota
$75K -$1.92M -64,867 -96%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$61K
US Bancorp
128
US Bancorp
Minnesota
$58K
William Blair & Company
129
William Blair & Company
Illinois
$56K +$3.23K +109 +6%
PP
130
PrairieView Partners
Minnesota
$53K
KIG
131
Kessler Investment Group
Indiana
$49K +$48.1K +1,622 New
Barclays
132
Barclays
United Kingdom
$43K +$41.5K +1,400 New
IA
133
IFP Advisors
Florida
$42K -$9.72K -328 -19%
ADL
134
Asset Dedication LLC
California
$34K
RIM
135
Rockbridge Investment Management
New York
$32K
NFSG
136
Newbridge Financial Services Group
Florida
$30K
SSB
137
Sandy Spring Bank
Maryland
$30K
Franklin Resources
138
Franklin Resources
California
$28K
PFA
139
Professional Financial Advisors
Nebraska
$27K
PFGIA
140
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$3.82K +129 +19%
TWA
141
TCI Wealth Advisors
Arizona
$24K +$30 +1 +0.1%
VNA
142
Valley National Advisers
Pennsylvania
$20K
CWA
143
Clearview Wealth Advisors
Oregon
$19K +$119 +4 +0.7%
Simplex Trading
144
Simplex Trading
Illinois
$19K +$13.3K +448 +224%
IA
145
IndexIQ Advisors
New York
$19K +$18.1K +612 New
JP Morgan Chase
146
JP Morgan Chase
New York
$16K -$45K -1,518 -74%
EVM
147
Eaton Vance Management
Massachusetts
$15K
SB
148
Strategic Blueprint
Georgia
$14K +$13.9K +468 New
CFD
149
Creative Financial Designs
Indiana
$12K -$1.48K -50 -11%
CIAS
150
Capital Investment Advisory Services
North Carolina
$11K