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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
HI
151
Hudock Inc
Pennsylvania
$12K +$6.55K +207 +101%
CIAS
152
Capital Investment Advisory Services
North Carolina
$11K
IRC
153
Investors Research Corp
Georgia
$10K -$918 -29 -8%
CB
154
CNB Bank
Pennsylvania
$10K
CWM
155
Cranbrook Wealth Management
Michigan
$9K
TWM
156
Tradition Wealth Management
Minnesota
$9K
PCFFS
157
Pacific Center for Financial Services
California
$9K +$8.96K +283 New
AA
158
AlphaMark Advisors
Kentucky
$8K
LWCFA
159
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
Barclays
160
Barclays
United Kingdom
$7K -$37.2K -1,174 -84%
BC
161
Barnett & Company
Tennessee
$7K +$7.15K +226 New
APA
162
American Portfolios Advisors
New York
$6.51K
PGAM
163
Princeton Global Asset Management
New Jersey
$6K
SWM
164
Spire Wealth Management
Virginia
$6K +$32 +1 +0.5%
MWM
165
Mascoma Wealth Management
New Hampshire
$6K +$6.33K +200 New
WLPWM
166
Walled Lake Planning & Wealth Management
Illinois
$6K +$6.33K +200 New
BFG
167
Baron Financial Group
New Jersey
$5.99K
CHA
168
Carmichael Hill & Associates
Maryland
$4K
CA
169
Clearstead Advisors
Ohio
$3K
HNB
170
Huntington National Bank
Ohio
$3K
NFG
171
Next Financial Group
Texas
$3K
GI
172
Gradient Investments
Minnesota
$3K +$2.6K +82 +304%
LWM
173
Liberty Wealth Management
California
$2K
COCM
174
Charter Oak Capital Management
New Hampshire
$2K +$2.25K +71 New
AIC
175
Archer Investment Corporation
Indiana
$1.57K