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Fidelity MSCI Real Estate Index ETF

44 hedge funds and large institutions have $67.7M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

16% more funds holding

Funds holding: 3844 (+6)

12.17% less ownership

Funds ownership: 40.66%28.49% (-12%)

29% less capital invested

Capital invested by funds: $94.9M → $67.7M (-$27.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
23
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$478K +$59.3K +2,500 +14%
ADL
27
Asset Dedication LLC
California
$459K +$95.6K +4,030 +27%
Lido Advisors
28
Lido Advisors
California
$362K +$361K +15,225 New
BMM
29
Buffington Mohr McNeal
Idaho
$358K +$186K +7,833 +110%
FA
30
FDx Advisors
Illinois
$353K +$350K +14,766 New
PAG
31
Pinnacle Advisory Group
Maryland
$301K +$299K +12,590 New
AA
32
Advisory Alpha
Michigan
$242K +$240K +10,135 New
TIM
33
Tortoise Investment Management
New York
$236K +$44.2K +1,865 +23%
GC
34
Garde Capital
Washington
$220K
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$214K +$39.9K +1,684 +23%
IA
36
IFP Advisors
Florida
$73K +$40.1K +1,690 +124%
AG
37
Advisor Group
Arizona
$43K +$38.1K +1,608 +804%
APSP
38
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$9.84K +415 New
CAG
39
Crestwood Advisors Group
Massachusetts
$8K +$8.3K +350 New
AWM
40
AllSquare Wealth Management
New York
$7K
PA
41
Parallel Advisors
California
$5K +$5.41K +228 New
BlackRock
42
BlackRock
New York
$4K +$1.8K +76 +81%
WA
43
WFG Advisors
Texas
$3K
US Bancorp
44
US Bancorp
Minnesota
$2K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$1.93M -82,470 Closed
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
-$1.05M -44,828 Closed
AIA
47
Allegis Investment Advisors
Idaho
-$334K -14,260 Closed
CFD
48
Creative Financial Designs
Indiana
-$9K -394 Closed
AA
49
Apriem Advisors
California
-$7K -300 Closed
HCA
50
Heck Capital Advisors
Wisconsin
-$1.57K -67 Closed