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Fidelity MSCI Real Estate Index ETF

158 hedge funds and large institutions have $436M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 133158 (+25)

6% more capital invested

Capital invested by funds: $411M → $436M (+$25.7M)

0.41% less ownership

Funds ownership: 43.18%42.77% (-0.41%)

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
38
Increased
57
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$3.11M -$940K -33,914 -23%
PG
27
Prostatis Group
Maryland
$3.03M +$3.02M +108,838 New
BIP
28
Blueprint Investment Partners
North Carolina
$2.99M +$2.98M +107,366 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.93M +$585K +21,111 +25%
SW
30
SVB Wealth
Massachusetts
$2.86M -$80.8K -2,916 -3%
FSC
31
Full Sail Capital
Oklahoma
$2.83M +$178K +6,431 +7%
MWM
32
Mission Wealth Management
California
$2.77M -$140K -5,037 -5%
NAM
33
NorthCoast Asset Management
Connecticut
$2.77M +$2.75M +99,349 New
BWA
34
Beam Wealth Advisors
Louisiana
$2.77M +$2.75M +99,278 New
SWM
35
SigFig Wealth Management
California
$2.66M +$6.37K +230 +0.2%
Mariner
36
Mariner
Kansas
$2.55M -$131K -4,735 -5%
SIAM
37
Sterling Investment Advisors (Missouri)
Missouri
$2.45M -$128K -4,610 -5%
TPWA
38
TRUE Private Wealth Advisors
Oregon
$2.44M +$706K +25,466 +41%
WR
39
Watson Rebecca
$2.35M +$2.33M +84,187 New
Stifel Financial
40
Stifel Financial
Missouri
$2.24M +$49.7K +1,794 +2%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.16M +$40.5K +1,462 +2%
CWG
42
Cornerstone Wealth Group
North Carolina
$2.14M +$144K +5,209 +7%
AG
43
Advisor Group
Arizona
$2.1M +$190K +6,853 +10%
LPL Financial
44
LPL Financial
California
$2.05M +$178K +6,431 +10%
NCM
45
Niemann Capital Management
Nevada
$2.03M +$2.02M +72,884 New
ST
46
Spinnaker Trust
Maine
$1.97M -$7.18K -259 -0.4%
IWS
47
Insight Wealth Strategies
California
$1.89M +$1.13M +40,614 +149%
AAS
48
Avantax Advisory Services
Texas
$1.87M +$1.9M +68,404 New
LNC
49
Lincoln National Corp
Pennsylvania
$1.7M +$216K +7,793 +15%
Morgan Stanley
50
Morgan Stanley
New York
$1.62M +$99.2K +3,578 +7%