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Fidelity MSCI Real Estate Index ETF

142 hedge funds and large institutions have $605M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $517M → $605M (+$87.3M)

4.5% more ownership

Funds ownership: 52.03%56.53% (+4.5%)

1% more funds holding

Funds holding: 140142 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
52
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.35M -$4.78K -200 -0.2%
BWM
27
BerganKDV Wealth Management
Minnesota
$2.11M +$223K +9,321 +12%
Stifel Financial
28
Stifel Financial
Missouri
$2M +$11.3K +471 +0.6%
MCM
29
MAI Capital Management
Ohio
$1.91M +$151K +6,308 +8%
TPWA
30
TRUE Private Wealth Advisors
Oregon
$1.86M -$157K -6,571 -8%
ASN
31
Advisory Services Network
Georgia
$1.79M -$228K -9,539 -11%
MWM
32
Mission Wealth Management
California
$1.76M -$136K -5,700 -7%
Mariner
33
Mariner
Kansas
$1.64M -$40.5K -1,694 -2%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.56M -$209K -8,748 -12%
SIA
35
Soltis Investment Advisors
Utah
$1.54M -$22.8K -953 -1%
LPL Financial
36
LPL Financial
California
$1.53M +$531K +22,233 +52%
CWM
37
Capital Wealth Management
Rhode Island
$1.49M +$654K +27,386 +76%
Morgan Stanley
38
Morgan Stanley
New York
$1.43M -$228K -9,551 -14%
RJA
39
Raymond James & Associates
Florida
$1.39M +$84.1K +3,519 +6%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.34M +$569K +23,837 +71%
Citadel Advisors
41
Citadel Advisors
Florida
$1.33M -$534K -22,351 -28%
Bank of America
42
Bank of America
North Carolina
$1.31M -$703K -29,412 -35%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.29M -$51.8K -2,170 -4%
UBS Group
44
UBS Group
Switzerland
$1.24M +$13.7K +572 +1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.15M +$939K +39,306 +412%
BFA
46
Beaumont Financial Advisors
Massachusetts
$1.11M -$9.44M -395,187 -89%
JWCA
47
J.W. Cole Advisors
Florida
$1.05M -$22.1K -926 -2%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$1.04M +$14.4K +604 +1%
CTA
49
Colonial Trust Advisors
South Carolina
$1M +$109K +4,577 +12%
5L
50
55I LLC
Massachusetts
$992K +$306K +12,807 +44%