We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

92 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

10% more funds holding

Funds holding: 8492 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $344M → $335M (-$9.1M)

6.15% less ownership

Funds ownership: 56.91%50.75% (-6.2%)

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
34
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$548K +$185K +7,845 +47%
GRP
52
Global Retirement Partners
California
$535K +$26K +1,103 +5%
TCM
53
Tufton Capital Management
Maryland
$514K
TSS
54
Two Sigma Securities
New York
$501K +$528K +22,383 New
BWM
55
BerganKDV Wealth Management
Minnesota
$483K +$43.3K +1,838 +9%
BMM
56
Buffington Mohr McNeal
Idaho
$452K -$29K -1,230 -6%
PCA
57
Providence Capital Advisors
North Carolina
$442K -$36.5K -1,548 -7%
IC
58
Inscription Capital
Texas
$409K +$431K +18,281 New
TIM
59
Tortoise Investment Management
New York
$308K -$67.9K -2,879 -17%
MAFM
60
Mid Atlantic Financial Management
Pennsylvania
$303K +$319K +13,521 New
OFG
61
Omega Financial Group
California
$300K +$316K +13,387 New
CFA
62
Cahill Financial Advisors
Minnesota
$286K +$74.3K +3,151 +33%
FNC
63
First National Corp
Massachusetts
$230K +$242K +10,276 New
AA
64
Ancora Advisors
Ohio
$209K +$215K +9,099 +3,640%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$206K -$3.36M -142,328 -94%
VC
66
Vicus Capital
Pennsylvania
$204K +$6.55K +278 +3%
BCA
67
Bray Capital Advisors
Florida
$122K +$129K +5,455 New
CH
68
Canton Hathaway
Rhode Island
$92K
WIM
69
Westside Investment Management
California
$80.6K +$84.9K +3,600 New
KPW
70
Kore Private Wealth
New York
$80K +$84.5K +3,585 New
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$75K
EWA
72
ERTS Wealth Advisors
Michigan
$62K +$64.8K +2,747 New
GWM
73
Geneos Wealth Management
Colorado
$56K
Citigroup
74
Citigroup
New York
$50K +$53.1K +2,253 New
LWM
75
Liberty Wealth Management
California
$42K +$44.7K +1,895 New