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Fidelity MSCI Real Estate Index ETF

158 hedge funds and large institutions have $773M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

10% more capital invested

Capital invested by funds: $702M → $773M (+$71.3M)

3% more funds holding

Funds holding: 154158 (+4)

1.47% less ownership

Funds ownership: 58.58%57.11% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
62
Reduced
44
Closed
13
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
$463M +$24.6M +936,170 +6%
WSFS
2
Wilmington Savings Fund Society
Delaware
$50.4M +$8.69M +330,585 +22%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$29.5M +$2.5M +95,098 +10%
PFA
4
Pure Financial Advisors
California
$18.2M -$1.23M -46,879 -7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.8M -$746K -28,381 -4%
CNC
6
Citizens & Northern Corp
Pennsylvania
$16.2M +$1.18M +44,952 +8%
Creative Planning
7
Creative Planning
Kansas
$12.3M -$407K -15,469 -3%
Lido Advisors
8
Lido Advisors
California
$12M +$1.65M +62,661 +17%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$10.7M +$2.24M +85,152 +28%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.96M -$3.51M -133,387 -32%
BFA
11
Beaumont Financial Advisors
Massachusetts
$7.62M +$5.88M +223,785 +420%
BFS
12
Bard Financial Services
Connecticut
$6.11M +$649K +24,698 +13%
Financial Engines Advisors
13
Financial Engines Advisors
California
$5.91M +$701K +26,667 +14%
AAS
14
Avantax Advisory Services
Texas
$5.44M +$2.8M +106,647 +105%
FSC
15
Full Sail Capital
Oklahoma
$5.4M +$377K +14,335 +8%
FI
16
FormulaFolio Investments
Michigan
$4.52M -$25.9M -983,723 -86%
PWA
17
Physician Wealth Advisors
Utah
$4.45M -$46.8K -1,781 -1%
SWM
18
SigFig Wealth Management
California
$3.28M +$202K +7,672 +7%
SPC
19
Sigma Planning Corp
Michigan
$3.1M -$167K -6,338 -5%
BFPW
20
BOK Financial Private Wealth
Colorado
$3.06M -$27.2K -1,035 -0.9%
Mariner
21
Mariner
Kansas
$3.02M +$866K +32,954 +43%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.92M -$1.41M -53,549 -34%
CWM
23
Capital Wealth Management
Rhode Island
$2.77M +$559K +21,276 +27%
MCM
24
MAI Capital Management
Ohio
$2.75M +$670K +25,485 +34%
Goldman Sachs
25
Goldman Sachs
New York
$2.75M