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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
AF
126
Advisornet Financial
Minnesota
$89K -$63.9K -2,017 -41%
HI
127
Harbour Investments
Wisconsin
$83K -$12.7K -401 -13%
FP
128
Financial Perspectives
Minnesota
$75.5K +$507 +16 +0.6%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$61K
US Bancorp
130
US Bancorp
Minnesota
$58K
William Blair & Company
131
William Blair & Company
Illinois
$55K -$317 -10 -0.5%
PP
132
PrairieView Partners
Minnesota
$53K
IA
133
IFP Advisors
Florida
$38K -$4.94K -156 -11%
ADL
134
Asset Dedication LLC
California
$34K
RIM
135
Rockbridge Investment Management
New York
$32K
SSB
136
Sandy Spring Bank
Maryland
$30K
JP Morgan Chase
137
JP Morgan Chase
New York
$30K +$13.7K +434 +80%
GWMIA
138
Global Wealth Management Investment Advisory
Florida
$30K +$31.3K +990 New
Franklin Resources
139
Franklin Resources
California
$28K
PFA
140
Professional Financial Advisors
Nebraska
$27K
IA
141
IndexIQ Advisors
New York
$26K +$7.57K +239 +39%
NFSG
142
Newbridge Financial Services Group
Florida
$24K -$5.57K -176 -18%
TWA
143
TCI Wealth Advisors
Arizona
$24K
HA
144
Herold Advisors
New York
$22K +$23.7K +750 New
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$4.24K -134 -17%
VNA
146
Valley National Advisers
Pennsylvania
$20K
Simplex Trading
147
Simplex Trading
Illinois
$19K
CWA
148
Clearview Wealth Advisors
Oregon
$19K +$127 +4 +0.7%
ODG
149
O'Dell Group
Ohio
$16K +$17.1K +539 New
CFD
150
Creative Financial Designs
Indiana
$12K