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Fidelity MSCI Real Estate Index ETF

73 hedge funds and large institutions have $191M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

105% more capital invested

Capital invested by funds: $93.4M → $191M (+$97.8M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14.84% more ownership

Funds ownership: 28.33%43.17% (+15%)

14% more funds holding

Funds holding: 6473 (+9)

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
35
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Advisory Alpha
Michigan
$1.01M +$168K +7,181 +21%
Citadel Advisors
27
Citadel Advisors
Florida
$965K +$921K +39,321 New
RCAG
28
Rehmann Capital Advisory Group
Michigan
$899K +$857K +36,620 New
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$897K +$663K +28,303 +343%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$850K +$486K +20,773 +150%
ECM
31
Exchange Capital Management
Michigan
$811K -$6.67K -285 -0.9%
TPWA
32
TRUE Private Wealth Advisors
Oregon
$785K -$556K -23,744 -43%
STB
33
S&T Bank
Pennsylvania
$718K
ST
34
Spinnaker Trust
Maine
$665K +$14.4K +613 +2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$665K +$271K +11,583 +75%
ADL
36
Asset Dedication LLC
California
$642K +$68.4K +2,920 +13%
FMB
37
Field & Main Bank
Kentucky
$632K +$18.7K +800 +3%
RJA
38
Raymond James & Associates
Florida
$580K +$339K +14,477 +158%
TCM
39
Tufton Capital Management
Maryland
$553K +$23.7K +1,012 +5%
BMM
40
Buffington Mohr McNeal
Idaho
$526K
Bank of America
41
Bank of America
North Carolina
$524K +$236K +10,092 +89%
GRP
42
Global Retirement Partners
California
$518K -$145K -6,187 -23%
FA
43
FDx Advisors
Illinois
$505K +$481K +20,565 New
PCA
44
Providence Capital Advisors
North Carolina
$486K +$21.9K +936 +5%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$472K
TIM
46
Tortoise Investment Management
New York
$359K +$1.22K +52 +0.4%
PFS
47
Prospera Financial Services
Texas
$321K -$64.3K -2,748 -18%
GFPC
48
Global Financial Private Capital
Florida
$295K +$281K +12,014 New
BWM
49
BerganKDV Wealth Management
Minnesota
$275K +$262K +11,211 New
RIA
50
Regal Investment Advisors
Michigan
$255K -$111K -4,731 -31%