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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
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$69K
US Bancorp
152
US Bancorp
Minnesota
$67K
CCA
153
Catalyst Capital Advisors
New York
$67K +$63.2K +1,940 New
PP
154
PrairieView Partners
Minnesota
$60K
Franklin Resources
155
Franklin Resources
California
$59K +$25.4K +780 +86%
VNA
156
Valley National Advisers
Pennsylvania
$56K +$31.1K +955 +146%
Simplex Trading
157
Simplex Trading
Illinois
$52K +$28.1K +863 +133%
SC
158
SouthState Corp
Florida
$48K +$45.2K +1,386 New
IA
159
IFP Advisors
Florida
$39K -$3.19K -98 -8%
ADL
160
Asset Dedication LLC
California
$38K -$587 -18 -2%
RIM
161
Rockbridge Investment Management
New York
$37K -$33 -1 -0.1%
JP Morgan Chase
162
JP Morgan Chase
New York
$37K +$2.9K +89 +9%
SSB
163
Sandy Spring Bank
Maryland
$35K
AIM
164
Anchor Investment Management
South Carolina
$32.3K +$30.3K +930 New
PFA
165
Professional Financial Advisors
Nebraska
$31K
IA
166
IndexIQ Advisors
New York
$30K +$619 +19 +2%
NFSG
167
Newbridge Financial Services Group
Florida
$28K
TWA
168
TCI Wealth Advisors
Arizona
$28K
LFG
169
Larson Financial Group
Missouri
$27K +$25.4K +778 New
CWP
170
Concord Wealth Partners
Virginia
$26K +$24.5K +753 New
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$33 +1 +0.1%
CWA
172
Clearview Wealth Advisors
Oregon
$21K +$130 +4 +0.7%
ODG
173
O'Dell Group
Ohio
$19K
HI
174
Harbour Investments
Wisconsin
$18K -$72.2K -2,216 -81%
EVM
175
Eaton Vance Management
Massachusetts
$17K