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Fidelity MSCI Real Estate Index ETF

183 hedge funds and large institutions have $1.12B invested in Fidelity MSCI Real Estate Index ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 45

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

19% more capital invested

Capital invested by funds: $943M → $1.12B (+$182M)

2.92% more ownership

Funds ownership: 56.32%59.24% (+2.9%)

1% more funds holding

Funds holding: 181183 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
76
Reduced
45
Closed
17
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
$667M +$135M +4,272,676 +24%
BCM
2
Brookstone Capital Management
Illinois
$62.8M +$28.2M +889,665 +80%
WSFS
3
Wilmington Savings Fund Society
Delaware
$60.1M +$2.79M +88,204 +5%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$34.5M -$12.6K -397 -0%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.3M +$2.16M +68,176 +11%
PFA
6
Pure Financial Advisors
California
$17.9M -$1.3M -41,165 -7%
CNC
7
Citizens & Northern Corp
Pennsylvania
$16.7M +$1.09M +34,537 +7%
Lido Advisors
8
Lido Advisors
California
$14.5M +$1.31M +41,470 +9%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$12.7M +$293K +9,241 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.5M +$2.07M +65,505 +21%
Creative Planning
11
Creative Planning
Kansas
$11.1M -$1.89M -59,562 -14%
T
12
TrueFG
Texas
$10.7M +$1.09M +34,370 +12%
BFA
13
Beaumont Financial Advisors
Massachusetts
$10.3M +$8.48M +267,937 +378%
KAS
14
Kestra Advisory Services
Texas
$8.71M +$5.34M +168,650 +143%
BFS
15
Bard Financial Services
Connecticut
$7.63M +$618K +19,529 +8%
FSC
16
Full Sail Capital
Oklahoma
$7.54M +$966K +30,529 +14%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.42M +$1.62M +51,089 +32%
FMT
18
First Mercantile Trust
Tennessee
$6.06M +$5.41M +171,011 +601%
Financial Engines Advisors
19
Financial Engines Advisors
California
$5.86M +$198K +6,257 +3%
MCM
20
MAI Capital Management
Ohio
$5.61M +$815K +25,745 +16%
CWM
21
Capital Wealth Management
Rhode Island
$4.87M +$239K +7,558 +5%
PWA
22
Physician Wealth Advisors
Utah
$4.82M -$27.4K -865 -0.6%
Mariner
23
Mariner
Kansas
$4.55M +$122K +3,839 +3%
SPC
24
Sigma Planning Corp
Michigan
$4.19M +$392K +12,392 +10%
AAS
25
Avantax Advisory Services
Texas
$4.1M +$690K +21,794 +18%