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Fidelity MSCI Real Estate Index ETF

146 hedge funds and large institutions have $263M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

6.11% less ownership

Funds ownership: 42.77%36.66% (-6.1%)

8% less funds holding

Funds holding: 158146 (-12)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

40% less capital invested

Capital invested by funds: $436M → $263M (-$173M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
146
Holders Change
-12
Holders Change %
-7.59%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
26
Increased
52
Reduced
51
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$2.01M -$1.33M -50,590 -34%
Bank of America
27
Bank of America
North Carolina
$1.97M -$2.13M -80,663 -46%
HT
28
HAP Trading
New York
$1.96M +$1.99M +75,654 +412%
CWG
29
Cornerstone Wealth Group
North Carolina
$1.95M +$440K +16,684 +22%
Stifel Financial
30
Stifel Financial
Missouri
$1.92M +$322K +12,219 +15%
TPWA
31
TRUE Private Wealth Advisors
Oregon
$1.79M -$36.2K -1,374 -2%
MWM
32
Mission Wealth Management
California
$1.77M -$380K -14,437 -15%
WR
33
Watson Rebecca
$1.71M -$173K -6,553 -8%
PCS
34
Personal CFO Solutions
New Jersey
$1.66M +$2.1M +79,618 New
BFPW
35
BOK Financial Private Wealth
Colorado
$1.61M +$1.84M +69,910 +945%
Mariner
36
Mariner
Kansas
$1.58M -$411K -15,598 -17%
SW
37
SVB Wealth
Massachusetts
$1.57M -$717K -27,219 -27%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.57M -$36.6K -1,389 -2%
Morgan Stanley
39
Morgan Stanley
New York
$1.5M +$368K +13,953 +24%
LPL Financial
40
LPL Financial
California
$1.5M -$41.3K -1,568 -2%
BWA
41
Beam Wealth Advisors
Louisiana
$1.47M -$761K -28,866 -29%
ST
42
Spinnaker Trust
Maine
$1.46M -$18.2K -689 -1%
BWM
43
BerganKDV Wealth Management
Minnesota
$1.4M +$994K +37,701 +127%
AAS
44
Avantax Advisory Services
Texas
$1.35M +$161K +6,113 +9%
SIA
45
Soltis Investment Advisors
Utah
$1.33M -$2.2M -83,358 -57%
MCM
46
MAI Capital Management
Ohio
$1.21M +$329K +12,486 +27%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.21M +$317K +12,025 +26%
AIC
48
Ameritas Investment Company
Nebraska
$1.18M +$536K +20,322 +55%
UBS Group
49
UBS Group
Switzerland
$1.17M +$76K +2,885 +5%
RJA
50
Raymond James & Associates
Florida
$1.09M +$317K +12,045 +30%