We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

140 hedge funds and large institutions have $517M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $263M → $517M (+$254M)

15.37% more ownership

Funds ownership: 36.66%52.03% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 146140 (-6)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
140
Holders Change
-6
Holders Change %
-4.11%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
46
Reduced
54
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.45M -$3.28M -145,637 -58%
Goldman Sachs
27
Goldman Sachs
New York
$2.34M +$2.26M +100,200 New
SWM
28
SigFig Wealth Management
California
$2.32M +$16.9K +751 +0.8%
PCS
29
Personal CFO Solutions
New Jersey
$2.02M +$154K +6,829 +9%
TRCT
30
Tower Research Capital (TRC)
New York
$2.02M +$1.76M +78,041 +960%
ASN
31
Advisory Services Network
Georgia
$2M -$1.08M -48,007 -36%
TPWA
32
TRUE Private Wealth Advisors
Oregon
$2M -$16.5K -734 -0.9%
Bank of America
33
Bank of America
North Carolina
$1.99M -$219K -9,715 -10%
Stifel Financial
34
Stifel Financial
Missouri
$1.98M -$176K -7,818 -8%
MWM
35
Mission Wealth Management
California
$1.89M -$94.6K -4,200 -5%
BWM
36
BerganKDV Wealth Management
Minnesota
$1.88M +$295K +13,099 +19%
Citadel Advisors
37
Citadel Advisors
Florida
$1.85M +$1.78M +79,039 New
MML Investors Services
38
MML Investors Services
Massachusetts
$1.76M +$382K +16,941 +29%
MCM
39
MAI Capital Management
Ohio
$1.75M +$371K +16,482 +28%
Mariner
40
Mariner
Kansas
$1.67M -$100K -4,453 -6%
AAS
41
Avantax Advisory Services
Texas
$1.67M +$26.4K +1,172 +2%
Morgan Stanley
42
Morgan Stanley
New York
$1.65M -$32.3K -1,434 -2%
SIA
43
Soltis Investment Advisors
Utah
$1.56M +$63.2K +2,807 +4%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.33M -$429K -19,041 -25%
RJA
45
Raymond James & Associates
Florida
$1.3M +$74.3K +3,296 +6%
UBS Group
46
UBS Group
Switzerland
$1.22M -$89.2K -3,960 -7%
JWCA
47
J.W. Cole Advisors
Florida
$1.07M +$1.03M +45,832 New
JMPWA
48
JP Morgan Private Wealth Advisors
California
$1.02M -$124K -5,502 -11%
LPL Financial
49
LPL Financial
California
$1.01M -$651K -28,876 -40%
SW
50
SVB Wealth
Massachusetts
$934K -$800K -35,489 -47%