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Fidelity MSCI Real Estate Index ETF

181 hedge funds and large institutions have $943M invested in Fidelity MSCI Real Estate Index ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 51

22% more capital invested

Capital invested by funds: $773M → $943M (+$169M)

15% more funds holding

Funds holding: 158181 (+23)

0.79% less ownership

Funds ownership: 57.11%56.32% (-0.79%)

Holders
181
Holders Change
+23
Holders Change %
+14.56%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
31
Increased
67
Reduced
51
Closed
7
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
$538M +$24.9M +839,809 +5%
WSFS
2
Wilmington Savings Fund Society
Delaware
$57.5M +$1.69M +56,923 +3%
BCM
3
Brookstone Capital Management
Illinois
$34.6M +$32.9M +1,109,414 New
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$34.5M +$1.83M +61,893 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.3M +$694K +23,426 +4%
PFA
6
Pure Financial Advisors
California
$19.2M -$884K -29,827 -5%
CNC
7
Citizens & Northern Corp
Pennsylvania
$15.6M -$2.19M -73,991 -13%
Lido Advisors
8
Lido Advisors
California
$13.3M -$42.1K -1,419 -0.3%
Creative Planning
9
Creative Planning
Kansas
$12.9M -$707K -23,866 -5%
RWMH
10
Riverpoint Wealth Management Holdings
Illinois
$12.5M +$607K +20,470 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.49M +$658K +22,184 +8%
T
12
TrueFG
Texas
$8.92M +$8.69M +293,198 New
BFS
13
Bard Financial Services
Connecticut
$7.04M +$277K +9,359 +4%
FSC
14
Full Sail Capital
Oklahoma
$6.62M +$754K +25,439 +13%
RWP
15
RWA Wealth Partners
Massachusetts
$5.91M +$5.76M +194,242 New
Financial Engines Advisors
16
Financial Engines Advisors
California
$5.67M -$846K -28,549 -13%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.86M +$1.59M +53,751 +51%
MCM
18
MAI Capital Management
Ohio
$4.84M +$1.74M +58,843 +59%
PWA
19
Physician Wealth Advisors
Utah
$4.78M -$189K -6,374 -4%
CWM
20
Capital Wealth Management
Rhode Island
$4.65M +$1.54M +52,083 +52%
FI
21
FormulaFolio Investments
Michigan
$4.52M -$205K -6,902 -4%
Mariner
22
Mariner
Kansas
$4.44M +$1.07M +36,062 +33%
SPC
23
Sigma Planning Corp
Michigan
$3.81M +$368K +12,431 +11%
SWM
24
SigFig Wealth Management
California
$3.78M +$136K +4,596 +4%
KAS
25
Kestra Advisory Services
Texas
$3.59M +$2.66M +89,708 +318%