We are live on ! Find out more
FREL icon

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
IRC
151
Investors Research Corp
Georgia
$11K
CB
152
CNB Bank
Pennsylvania
$10K
CWM
153
Cranbrook Wealth Management
Michigan
$9K
TWM
154
Tradition Wealth Management
Minnesota
$9K +$8.69K +293 New
AA
155
AlphaMark Advisors
Kentucky
$8K -$2.96K -100 -29%
BWP
156
Baldwin Wealth Partners
Massachusetts
$8K
LWANC
157
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K
LWCFA
158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$7.47K +252 New
TCM
159
Tradewinds Capital Management
Washington
$7K +$7.11K +240 New
APA
160
American Portfolios Advisors
New York
$6.51K -$28K -944 -82%
SWM
161
Spire Wealth Management
Virginia
$6K -$1.19K -40 -16%
PGAM
162
Princeton Global Asset Management
New Jersey
$6K
HI
163
Hudock Inc
Pennsylvania
$6K +$6.08K +205 New
BFG
164
Baron Financial Group
New Jersey
$6K
APC
165
Aspire Private Capital
North Carolina
$5K +$30 +1 +0.6%
HS
166
Horan Securities
United States
$4K
CHA
167
Carmichael Hill & Associates
Maryland
$4K +$3.94K +133 New
NFG
168
Next Financial Group
Texas
$3K -$121K -4,076 -98%
CA
169
Clearstead Advisors
Ohio
$3K
LWM
170
Liberty Wealth Management
California
$2K -$35K -1,181 -96%
AIC
171
Archer Investment Corporation
Indiana
$1.57K +$1.54K +52 New
AssetMark Inc
172
AssetMark Inc
California
$1K -$48.2K -1,626 -97%
GI
173
Gradient Investments
Minnesota
$1K -$2.4K -81 -75%
AIA
174
Armor Investment Advisors
North Carolina
$1K
CFA
175
Carroll Financial Associates
North Carolina
$1K