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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
UCFA
126
United Capital Financial Advisors
Texas
$254K +$239K +7,325 New
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$243K +$228K +6,999 New
BWM
128
BerganKDV Wealth Management
Minnesota
$242K -$36.9K -1,132 -14%
BWM
129
Boyd Wealth Management
California
$234K +$220K +6,753 New
AIA
130
Acute Investment Advisory
Arizona
$228K +$214K +6,573 New
GWM
131
GSB Wealth Management
Connecticut
$224K +$210K +6,453 New
SHIM
132
Stone House Investment Management
Pennsylvania
$215K +$202K +6,185 New
MA
133
Maxele Advisors
Missouri
$212K +$199K +6,119 New
SFG
134
StrategIQ Financial Group
Indiana
$208K +$195K +5,990 New
RIA
135
Realta Investment Advisors
Delaware
$201K +$189K +5,800 New
CFGS
136
Concourse Financial Group Securities
Alabama
$197K +$49.1K +1,506 +36%
SCA
137
Snowden Capital Advisors
New York
$174K +$164K +5,027 New
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$144K
SPIA
139
Steward Partners Investment Advisory
New York
$129K -$1.27K -39 -1%
William Blair & Company
140
William Blair & Company
Illinois
$127K +$60.3K +1,849 +101%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$110K +$103K +3,155 New
TCOV
142
Trust Company of Vermont
Vermont
$106K +$99.2K +3,045 New
GWM
143
Geneos Wealth Management
Colorado
$103K
FP
144
Financial Perspectives
Minnesota
$96.7K +$9.91K +304 +12%
RA
145
Rise Advisors
New York
$96.7K +$90.8K +2,785 New
PCMC
146
Paragon Capital Management (Colorado)
Colorado
$90K +$84.7K +2,600 New
AF
147
Advisornet Financial
Minnesota
$82K -$18.5K -567 -19%
ACM
148
Absolute Capital Management
Pennsylvania
$80.8K +$75.8K +2,327 New
MP
149
McDonald Partners
Ohio
$80.8K +$75.8K +2,327 New
AIP
150
Ahrens Investment Partners
Louisiana
$71K +$66.2K +2,031 New