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Fidelity MSCI Real Estate Index ETF

154 hedge funds and large institutions have $702M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

16% more capital invested

Capital invested by funds: $605M → $702M (+$97.4M)

8% more funds holding

Funds holding: 142154 (+12)

2.06% more ownership

Funds ownership: 56.53%58.58% (+2.1%)

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
23
Increased
53
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$403M +$34.9M +1,414,616 +10%
WSFS
2
Wilmington Savings Fund Society
Delaware
$38.1M +$5.74M +232,799 +18%
FI
3
FormulaFolio Investments
Michigan
$28.9M -$2.7M -109,422 -9%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$24.8M +$2.15M +86,957 +10%
PFA
5
Pure Financial Advisors
California
$18M -$955K -38,690 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$16.2M -$120K -4,855 -0.8%
CNC
7
Citizens & Northern Corp
Pennsylvania
$13.8M +$121K +4,919 +0.9%
Creative Planning
8
Creative Planning
Kansas
$11.8M -$45.7K -1,853 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.7M +$138K +5,606 +1%
Lido Advisors
10
Lido Advisors
California
$9.53M +$1.46M +59,035 +19%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$7.71M +$420K +17,003 +6%
BCM
12
Beaumont Capital Management
Massachusetts
$6.75M +$6.56M +265,993 New
BFS
13
Bard Financial Services
Connecticut
$5.01M +$4.87M +197,376 New
Financial Engines Advisors
14
Financial Engines Advisors
California
$4.78M +$357K +14,480 +8%
FSC
15
Full Sail Capital
Oklahoma
$4.62M +$267K +10,827 +6%
PWA
16
Physician Wealth Advisors
Utah
$4.25M -$161K -6,544 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.05M +$16.2K +656 +0.4%
EP
18
Eudaimonia Partners
Tennessee
$3.48M +$23.7K +960 +0.7%
SPC
19
Sigma Planning Corp
Michigan
$3.02M -$23.8K -966 -0.8%
BFPW
20
BOK Financial Private Wealth
Colorado
$2.85M -$142K -5,756 -5%
SWM
21
SigFig Wealth Management
California
$2.84M +$196K +7,960 +8%
Goldman Sachs
22
Goldman Sachs
New York
$2.54M
AAS
23
Avantax Advisory Services
Texas
$2.5M -$273K -11,077 -10%
BWM
24
BerganKDV Wealth Management
Minnesota
$2.37M +$91.4K +3,704 +4%
AMG
25
Asset Management Group
Connecticut
$2.36M -$2.77M -112,439 -55%