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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
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$794M +$30.2M +925,133 +4%
WSFS
2
Wilmington Savings Fund Society
Delaware
$70.2M +$1.45M +44,359 +2%
BCM
3
Brookstone Capital Management
Illinois
$48.3M -$17.8M -547,178 -27%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$34M -$604K -18,520 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$26.1M +$1.61M +49,285 +7%
Lido Advisors
6
Lido Advisors
California
$23.5M +$6.52M +200,173 +42%
CNC
7
Citizens & Northern Corp
Pennsylvania
$19.8M +$683K +20,957 +4%
PFA
8
Pure Financial Advisors
California
$19.2M -$1.21M -37,147 -6%
RWMH
9
Riverpoint Wealth Management Holdings
Illinois
$15.4M +$776K +23,803 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$13.4M +$5.68M +174,352 +83%
Creative Planning
11
Creative Planning
Kansas
$12.4M -$221K -6,776 -2%
BFA
12
Beaumont Financial Advisors
Massachusetts
$11.9M +$153K +4,679 +1%
T
13
TrueFG
Texas
$11.5M +$156K +4,790 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.9M -$2.09M -64,106 -17%
MCM
15
MAI Capital Management
Ohio
$10.1M +$3.43M +105,198 +57%
WA
16
Wealthstar Advisors
Texas
$8.89M +$8.34M +255,939 New
BFS
17
Bard Financial Services
Connecticut
$8.77M +$49.5K +1,518 +0.6%
FSC
18
Full Sail Capital
Oklahoma
$8.01M +$225K +6,905 +3%
Financial Engines Advisors
19
Financial Engines Advisors
California
$7.14M +$425K +13,026 +7%
AT
20
American Trust
Kentucky
$6.56M +$6.16M +189,036 New
CWM
21
Capital Wealth Management
Rhode Island
$5.79M +$217K +6,648 +4%
AAS
22
Avantax Advisory Services
Texas
$5.51M +$429K +13,148 +9%
SPC
23
Sigma Planning Corp
Michigan
$5.49M +$670K +20,560 +15%
Mariner
24
Mariner
Kansas
$5.26M +$57.8K +1,772 +1%
BDF
25
Black Diamond Financial
Maryland
$5.14M +$2.84M +87,144 +143%