We are live on ! Find out more
FREL icon

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
AIA
176
Armor Investment Advisors
North Carolina
$1K
CFA
177
Carroll Financial Associates
North Carolina
$1K
RBC
178
Roble Belko & Company
Pennsylvania
$1K
WIM
179
Westside Investment Management
California
$27
HWA
180
Heritage Wealth Advisors
Virginia
$26
RWP
181
RWA Wealth Partners
Massachusetts
-$5.91M -194,242 Closed
JWCA
182
J.W. Cole Advisors
Florida
-$2.68M -88,089 Closed
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
-$1.4M -45,883 Closed
STB
184
S&T Bank
Pennsylvania
-$879K -28,887 Closed
WAP
185
Wealthcare Advisory Partners
Pennsylvania
-$610K -20,044 Closed
WFAG
186
Wescott Financial Advisory Group
Pennsylvania
-$635K -20,033 Closed
UCFA
187
United Capital Financial Advisors
Texas
-$204K -6,691 Closed
TCOV
188
Trust Company of Vermont
Vermont
-$93K -3,045 Closed
Citigroup
189
Citigroup
New York
-$78K -2,575 Closed
KIG
190
Kessler Investment Group
Indiana
-$49K -1,622 Closed
SB
191
Strategic Blueprint
Georgia
-$14K -468 Closed
BWP
192
Baldwin Wealth Partners
Massachusetts
-$8K -279 Closed
LWANC
193
Laurel Wealth Advisors (North Carolina)
North Carolina
-$8K -250 Closed
TCM
194
Tradewinds Capital Management
Washington
-$7K -240 Closed
APC
195
Aspire Private Capital
North Carolina
-$5K -159 Closed
AssetMark Inc
196
AssetMark Inc
California
-$1K -45 Closed
SWA
197
SOA Wealth Advisors
New York
-$95 -3 -21%
LC
198
Lindbrook Capital
California
+$32 +1 New