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Fidelity MSCI Real Estate Index ETF

73 hedge funds and large institutions have $191M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

105% more capital invested

Capital invested by funds: $93.4M → $191M (+$97.8M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14.84% more ownership

Funds ownership: 28.33%43.17% (+15%)

14% more funds holding

Funds holding: 6473 (+9)

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
35
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
51
Fairview Capital Investment Management
California
$250K +$238K +10,175 New
PCG
52
Private Capital Group
Connecticut
$232K +$2.2K +94 +1%
CFA
53
Cahill Financial Advisors
Minnesota
$211K +$201K +8,584 New
IA
54
IFP Advisors
Florida
$194K +$133K +5,671 +254%
PO
55
Private Ocean
California
$149K
AG
56
Advisor Group
Arizona
$113K +$103K +4,409 +2,172%
UBS Group
57
UBS Group
Switzerland
$83K -$314K -13,416 -80%
CDIA
58
Capital Directions Investment Advisors
Georgia
$41K
CFD
59
Creative Financial Designs
Indiana
$22K
AF
60
Advisornet Financial
Minnesota
$16K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$16K +$164 +7 +1%
RWA
62
River Wealth Advisors
Pennsylvania
$16K +$14.9K +636 New
CAC
63
Certified Advisory Corp
Florida
$15K
APSP
64
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K +$94 +4 +0.9%
VIA
65
Vantage Investment Advisors
Pennsylvania
$10K +$9.37K +400 New
PA
66
Parallel Advisors
California
$8K +$7.94K +339 +1,883%
ML
67
McAdam LLC
Pennsylvania
$7K
FHA
68
Flagship Harbor Advisors
Massachusetts
$5K +$5.01K +214 New
GWM
69
Geneos Wealth Management
Colorado
$5K +$5.55K +237 New
MFT
70
Moisand Fitzgerald Tamayo
Florida
$4K +$3.61K +154 New
JP Morgan Chase
71
JP Morgan Chase
New York
$4K +$4.21K +180 New
BlackRock
72
BlackRock
New York
$2K
MA
73
MCF Advisors
Kentucky
$1K
IWA
74
Independence Wealth Advisors
Virginia
-$3.51M -153,394 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
-$221K -9,657 Closed