We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

84 hedge funds and large institutions have $344M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

80% more capital invested

Capital invested by funds: $191M → $344M (+$153M)

15% more funds holding

Funds holding: 7384 (+11)

13.74% more ownership

Funds ownership: 43.17%56.91% (+14%)

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
18
Increased
40
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$401K +$412K +16,623 New
TIM
52
Tortoise Investment Management
New York
$400K +$49.5K +1,998 +14%
SG Americas Securities
53
SG Americas Securities
New York
$344K +$354K +14,289 New
RCAG
54
Rehmann Capital Advisory Group
Michigan
$279K -$620K -25,039 -68%
CFGS
55
Concourse Financial Group Securities
Alabama
$248K +$256K +10,316 New
CFA
56
Cahill Financial Advisors
Minnesota
$231K +$24.8K +1,002 +12%
VC
57
Vicus Capital
Pennsylvania
$213K -$4.02M -162,374 -95%
AG
58
Advisor Group
Arizona
$205K +$96.5K +3,894 +84%
UBS Group
59
UBS Group
Switzerland
$204K +$126K +5,100 +151%
PO
60
Private Ocean
California
$146K
CH
61
Canton Hathaway
Rhode Island
$99K +$102K +4,116 New
TRCT
62
Tower Research Capital (TRC)
New York
$93K +$96K +3,876 New
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$80K +$82.8K +3,340 New
GWM
64
Geneos Wealth Management
Colorado
$60K +$56.3K +2,272 +959%
CFD
65
Creative Financial Designs
Indiana
$22K
CFG
66
Citizens Financial Group
Rhode Island
$20K +$20.2K +817 New
RWA
67
River Wealth Advisors
Pennsylvania
$19K +$3.89K +157 +25%
KF
68
Krilogy Financial
Missouri
$18K +$18.9K +761 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$16K +$372 +15 +2%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$16K +647 New
CDIA
71
Capital Directions Investment Advisors
Georgia
$15K -$26.7K -1,078 -64%
CAC
72
Certified Advisory Corp
Florida
$15K +$25 +1 +0.2%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$14K +$14.9K +603 New
ML
74
McAdam LLC
Pennsylvania
$12K +$4.98K +201 +66%
APSP
75
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K +$248 +10 +2%