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Fidelity MSCI Real Estate Index ETF

102 hedge funds and large institutions have $363M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

11% more funds holding

Funds holding: 92102 (+10)

8% more capital invested

Capital invested by funds: $335M → $363M (+$27.8M)

1.36% less ownership

Funds ownership: 50.75%49.39% (-1.4%)

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
25
Increased
45
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Portfolio Strategies
New York
$646K +$616K +24,912 New
FMB
52
Field & Main Bank
Kentucky
$645K +$615K +24,850 New
TRCT
53
Tower Research Capital (TRC)
New York
$624K -$578K -23,385 -49%
TCM
54
Tufton Capital Management
Maryland
$580K -$15.2K -613 -3%
PCA
55
Providence Capital Advisors
North Carolina
$545K +$30.5K +1,234 +6%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$522K +$478K +19,332 +2,581%
BMM
57
Buffington Mohr McNeal
Idaho
$521K -$2.79K -113 -0.6%
Goldman Sachs
58
Goldman Sachs
New York
$516K +$492K +19,879 New
IC
59
Inscription Capital
Texas
$475K
GRP
60
Global Retirement Partners
California
$423K -$188K -7,583 -32%
FCA
61
FinTrust Capital Advisors
South Carolina
$364K +$347K +14,016 New
CFA
62
Cahill Financial Advisors
Minnesota
$361K +$28.5K +1,152 +9%
ADL
63
Asset Dedication LLC
California
$357K -$460K -18,592 -57%
OFG
64
Omega Financial Group
California
$336K -$10.7K -432 -3%
TIM
65
Tortoise Investment Management
New York
$329K -$26.6K -1,075 -8%
AA
66
Ancora Advisors
Ohio
$243K
JIP
67
Jaffetilchin Investment Partners
Florida
$233K +$222K +8,988 New
FNC
68
First National Corp
Massachusetts
$227K -$37.5K -1,516 -15%
NL
69
NWAM LLC
Washington
$223K +$212K +8,577 New
FA
70
FMA Advisory
Pennsylvania
$210K +$200K +8,071 New
MWM
71
Merriman Wealth Management
Washington
$210K +$200K +8,092 New
FCIM
72
Fairview Capital Investment Management
California
$202K +$193K +7,800 New
CH
73
Canton Hathaway
Rhode Island
$190K +$79.8K +3,225 +78%
BCA
74
Bray Capital Advisors
Florida
$142K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$125K -$110K -4,454 -48%