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Fidelity MSCI Real Estate Index ETF

70 hedge funds and large institutions have $207M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

23% more funds holding

Funds holding: 5770 (+13)

5% more capital invested

Capital invested by funds: $198M → $207M (+$9.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.37% less ownership

Funds ownership: 47.81%47.44% (-0.37%)

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
29
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$930K -$233K -9,444 -20%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$819K +$819K +33,170 New
LPL Financial
28
LPL Financial
California
$803K +$81.3K +3,291 +11%
STB
29
S&T Bank
Pennsylvania
$780K
AA
30
Advisory Alpha
Michigan
$696K +$117K +4,738 +19%
ECM
31
Exchange Capital Management
Michigan
$691K +$53.4K +2,160 +8%
ST
32
Spinnaker Trust
Maine
$652K -$1.68K -68 -0.3%
FMB
33
Field & Main Bank
Kentucky
$622K +$622K +25,175 New
BMM
34
Buffington Mohr McNeal
Idaho
$529K -$9.76K -395 -2%
ADL
35
Asset Dedication LLC
California
$498K +$29.1K +1,177 +6%
TCM
36
Tufton Capital Management
Maryland
$485K +$485K +19,626 New
MML Investors Services
37
MML Investors Services
Massachusetts
$459K -$774K -31,313 -63%
UBS Group
38
UBS Group
Switzerland
$433K +$12.4K +500 +3%
PCA
39
Providence Capital Advisors
North Carolina
$406K +$406K +16,449 New
PAG
40
Pinnacle Advisory Group
Maryland
$403K +$12.5K +505 +3%
TIM
41
Tortoise Investment Management
New York
$386K +$16.9K +685 +5%
RIA
42
Regal Investment Advisors
Michigan
$380K +$380K +15,375 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$352K +$86.3K +3,493 +32%
RJA
44
Raymond James & Associates
Florida
$351K +$351K +14,217 New
VF
45
Virtu Financial
New York
$346K +$346K +13,989 New
PFS
46
Prospera Financial Services
Texas
$331K +$1.38K +56 +0.4%
WPP
47
Whalerock Point Partners
Rhode Island
$330K +$9.66K +391 +3%
FA
48
FDx Advisors
Illinois
$313K -$77.5K -3,139 -20%
Bank of America
49
Bank of America
North Carolina
$296K -$386K -15,606 -57%
MWM
50
Mission Wealth Management
California
$249K +$32.3K +1,308 +15%