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Fidelity MSCI Real Estate Index ETF

70 hedge funds and large institutions have $207M invested in Fidelity MSCI Real Estate Index ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

23% more funds holding

Funds holding: 5770 (+13)

5% more capital invested

Capital invested by funds: $198M → $207M (+$9.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.37% less ownership

Funds ownership: 47.81%47.44% (-0.37%)

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
29
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$240K -$792K -32,055 -77%
FAAS
52
First Allied Advisory Services
California
$80K +$79.1K +3,203 New
IA
53
IFP Advisors
Florida
$55K -$15.9K -645 -22%
AG
54
Advisor Group
Arizona
$50K +$3.83K +155 +8%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$16K +$5.04K +204 +45%
AF
56
Advisornet Financial
Minnesota
$16K +$16.3K +660 New
CAC
57
Certified Advisory Corp
Florida
$15K +$15.3K +618 New
JWA
58
JFS Wealth Advisors
Pennsylvania
$11K +$1.11K +45 +11%
APSP
59
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$74 +3 +0.7%
IWM
60
IHT Wealth Management
Illinois
$10K +$10.6K +429 New
AWM
61
AllSquare Wealth Management
New York
$8K
CFD
62
Creative Financial Designs
Indiana
$7K +$7.19K +291 New
SWP
63
Stratos Wealth Partners
Ohio
$7K +$7.41K +300 New
GI
64
Gradient Investments
Minnesota
$5K +$4.69K +190 New
BlackRock
65
BlackRock
New York
$4K -$1.83K -74 -33%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$4K
PA
67
Parallel Advisors
California
$3K -$2.79K -113 -50%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2K -$9.08M -367,659 -100%
MA
69
MCF Advisors
Kentucky
$1K +$198 +8 +31%
PCG
70
Private Capital Group
Connecticut
$229 +$229K +9,276 New
PFA
71
Pure Financial Advisors
California
-$6.94M -285,862 Closed
AIA
72
Allegis Investment Advisors
Idaho
-$576K -23,737 Closed
GC
73
Garde Capital
Washington
-$223K -9,207 Closed
MCIA
74
Mountain Capital Investment Advisors
Colorado
-$116K -4,787 Closed
CDIA
75
Capital Directions Investment Advisors
Georgia
-$59K -2,445 Closed