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Fidelity MSCI Real Estate Index ETF

121 hedge funds and large institutions have $371M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

19% more funds holding

Funds holding: 102121 (+19)

2% more capital invested

Capital invested by funds: $363M → $371M (+$8.37M)

3.19% less ownership

Funds ownership: 49.39%46.2% (-3.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
49
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SigFig Wealth Management
California
$2.56M +$195K +7,459 +8%
SIAM
27
Sterling Investment Advisors (Missouri)
Missouri
$2.5M -$82.6K -3,161 -3%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2.28M -$46.2K -1,769 -2%
FSC
29
Full Sail Capital
Oklahoma
$2.26M +$297K +11,360 +16%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.01M -$74.5K -2,848 -4%
RJA
31
Raymond James & Associates
Florida
$1.97M -$52.3K -2,000 -3%
ST
32
Spinnaker Trust
Maine
$1.86M +$277K +10,581 +18%
LPL Financial
33
LPL Financial
California
$1.8M +$141K +5,382 +8%
AG
34
Advisor Group
Arizona
$1.75M +$54.8K +2,098 +3%
PAG
35
Pinnacle Advisory Group
Maryland
$1.73M +$465K +17,772 +37%
CWG
36
Cornerstone Wealth Group
North Carolina
$1.71M +$286K +10,932 +20%
Stifel Financial
37
Stifel Financial
Missouri
$1.64M -$26.1K -999 -2%
Morgan Stanley
38
Morgan Stanley
New York
$1.52M -$5.8K -222 -0.4%
Jane Street
39
Jane Street
New York
$1.4M -$687K -26,269 -33%
UBS Group
40
UBS Group
Switzerland
$1.31M -$24.3K -930 -2%
IWS
41
Insight Wealth Strategies
California
$1.3M +$1.3M +49,757 New
TPWA
42
TRUE Private Wealth Advisors
Oregon
$1.28M -$1.15M -44,055 -47%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$1.15M +$474K +18,145 +70%
AA
44
Ancora Advisors
Ohio
$1.11M +$868K +33,192 +355%
AF
45
Advisornet Financial
Minnesota
$963K -$76.3K -2,918 -7%
ECM
46
Exchange Capital Management
Michigan
$923K -$3.92K -150 -0.4%
SXL
47
Summit X LLC
Missouri
$843K +$186K +7,117 +28%
PFS
48
Prospera Financial Services
Texas
$833K +$61K +2,332 +8%
VF
49
Virtu Financial
New York
$828K -$776K -29,694 -48%
MWC
50
MKD Wealth Coaches
Michigan
$788K -$18.5K -706 -2%