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Fidelity MSCI Real Estate Index ETF

102 hedge funds and large institutions have $363M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

11% more funds holding

Funds holding: 92102 (+10)

8% more capital invested

Capital invested by funds: $335M → $363M (+$27.8M)

1.36% less ownership

Funds ownership: 50.75%49.39% (-1.4%)

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
25
Increased
45
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SigFig Wealth Management
California
$2.35M -$19.1K -771 -0.8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.31M +$105K +4,226 +5%
Jane Street
28
Jane Street
New York
$2.07M -$60K -2,428 -3%
HighTower Advisors
29
HighTower Advisors
Illinois
$2.07M +$214K +8,655 +12%
RJA
30
Raymond James & Associates
Florida
$2.01M -$660K -26,678 -26%
FSC
31
Full Sail Capital
Oklahoma
$1.86M +$477K +19,287 +37%
AG
32
Advisor Group
Arizona
$1.68M +$62.4K +2,523 +4%
LPL Financial
33
LPL Financial
California
$1.65M +$175K +7,088 +13%
Stifel Financial
34
Stifel Financial
Missouri
$1.64M -$105K -4,235 -6%
VF
35
Virtu Financial
New York
$1.59M -$2.29M -92,506 -60%
ST
36
Spinnaker Trust
Maine
$1.57M +$49.4K +1,998 +3%
Morgan Stanley
37
Morgan Stanley
New York
$1.51M +$634K +25,617 +78%
CWG
38
Cornerstone Wealth Group
North Carolina
$1.41M +$1.35M +54,460 New
UBS Group
39
UBS Group
Switzerland
$1.32M +$54.1K +2,187 +4%
PAG
40
Pinnacle Advisory Group
Maryland
$1.25M -$19.3M -781,535 -94%
AF
41
Advisornet Financial
Minnesota
$1.03M -$105K -4,258 -10%
ECM
42
Exchange Capital Management
Michigan
$919K +$36.1K +1,459 +4%
Mariner
43
Mariner
Kansas
$814K -$3.79M -153,343 -83%
MWC
44
MKD Wealth Coaches
Michigan
$800K +$11.7K +474 +2%
PFS
45
Prospera Financial Services
Texas
$767K +$728K +29,455 New
BWM
46
BerganKDV Wealth Management
Minnesota
$757K +$188K +7,594 +35%
STB
47
S&T Bank
Pennsylvania
$748K -$10.5K -426 -1%
AIC
48
Ameritas Investment Company
Nebraska
$722K +$688K +27,799 New
MAFM
49
Mid Atlantic Financial Management
Pennsylvania
$674K +$307K +12,428 +92%
SXL
50
Summit X LLC
Missouri
$661K +$629K +25,429 New