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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
CFD
176
Creative Financial Designs
Indiana
$14K
HI
177
Hudock Inc
Pennsylvania
$14K +$65 +2 +0.5%
CA
178
Clearstead Advisors
Ohio
$14K +$9.84K +302 +347%
CIAS
179
Capital Investment Advisory Services
North Carolina
$13K
LC
180
Lindbrook Capital
California
$13K +$12.4K +380 +38,000%
IRC
181
Investors Research Corp
Georgia
$12K +$815 +25 +8%
CB
182
CNB Bank
Pennsylvania
$11K
EWA
183
EverSource Wealth Advisors
Alabama
$11K +$10.4K +319 New
PCFFS
184
Pacific Center for Financial Services
California
$10K
TWM
185
Tradition Wealth Management
Minnesota
$10K
NFG
186
Next Financial Group
Texas
$10K +$6.16K +189 +217%
COCM
187
Charter Oak Capital Management
New Hampshire
$10K +$7.27K +223 +314%
EIP
188
Ellis Investment Partners
Pennsylvania
$10K +$9.81K +301 New
AA
189
AlphaMark Advisors
Kentucky
$9K
BC
190
Barnett & Company
Tennessee
$8K
APA
191
American Portfolios Advisors
New York
$7.43K
SWM
192
Spire Wealth Management
Virginia
$7K -$554 -17 -8%
MWM
193
Mascoma Wealth Management
New Hampshire
$7K
PGAM
194
Princeton Global Asset Management
New Jersey
$7K
CA
195
Cornerstone Advisory
Maryland
$7K +$6.52K +200 New
BFG
196
Baron Financial Group
New Jersey
$6.84K
GWMIA
197
Global Wealth Management Investment Advisory
Florida
$6K -$26.9K -825 -83%
UB
198
UMB Bank
Missouri
$6K +$5.93K +182 New
CHA
199
Carmichael Hill & Associates
Maryland
$5K
HS
200
Horan Securities
United States
$4K +$3.91K +120 New