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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
HNB
201
Huntington National Bank
Ohio
$3K
EI
202
Ellevest Inc
New York
$3K +$2.38K +73 New
CA
203
CoreCap Advisors
Michigan
$3K +$3.26K +100 New
GI
204
Gradient Investments
Minnesota
$1K -$2.71K -83 -76%
AIA
205
Armor Investment Advisors
North Carolina
$1K
CFA
206
Carroll Financial Associates
North Carolina
$1K
RBC
207
Roble Belko & Company
Pennsylvania
$1K
QC
208
Quent Capital
New York
$1K +$750 +23 New
CCA
209
Column Capital Advisors
Indiana
$1K +$1.3K +40 New
WIM
210
Westside Investment Management
California
$31
HT
211
HAP Trading
New York
-$2.04M -67,122 Closed
Citadel Advisors
212
Citadel Advisors
Florida
-$498K -16,372 Closed
IIC
213
Integrated Investment Consultants
Michigan
-$494K -16,259 Closed
BPA
214
Beacon Pointe Advisors
California
-$482K -15,868 Closed
HCA
215
Heck Capital Advisors
Wisconsin
-$479K -15,752 Closed
GRP
216
Global Retirement Partners
California
-$272K -8,942 Closed
BCM
217
Beaumont Capital Management
Massachusetts
-$204K -6,719 Closed
HA
218
Herold Advisors
New York
-$22K -750 Closed
CWM
219
Cranbrook Wealth Management
Michigan
-$9K -298 Closed
LWCFA
220
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$8K -252 Closed
Barclays
221
Barclays
United Kingdom
-$7K -226 Closed
WLPWM
222
Walled Lake Planning & Wealth Management
Illinois
-$6K -200 Closed
LWM
223
Liberty Wealth Management
California
-$2K -54 Closed
AIC
224
Archer Investment Corporation
Indiana
-$1.57K -52 Closed
HWA
225
Heritage Wealth Advisors
Virginia
-$26 -1 Closed