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Fidelity MSCI Real Estate Index ETF

121 hedge funds and large institutions have $371M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

19% more funds holding

Funds holding: 102121 (+19)

2% more capital invested

Capital invested by funds: $363M → $371M (+$8.37M)

3.19% less ownership

Funds ownership: 49.39%46.2% (-3.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
49
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STB
51
S&T Bank
Pennsylvania
$755K
BWM
52
BerganKDV Wealth Management
Minnesota
$750K -$13K -497 -2%
FMB
53
Field & Main Bank
Kentucky
$686K +$35.3K +1,350 +5%
Mariner
54
Mariner
Kansas
$665K -$155K -5,944 -19%
PS
55
Portfolio Strategies
New York
$645K -$6.54K -250 -1%
Citadel Advisors
56
Citadel Advisors
Florida
$641K +$640K +24,500 New
RCAG
57
Rehmann Capital Advisory Group
Michigan
$604K +$78.6K +3,007 +15%
BMM
58
Buffington Mohr McNeal
Idaho
$601K +$75.7K +2,895 +14%
TCM
59
Tufton Capital Management
Maryland
$581K -$4.39K -168 -0.8%
PCA
60
Providence Capital Advisors
North Carolina
$552K +$2.82K +108 +0.5%
SC
61
Slow Capital
California
$492K +$492K +18,812 New
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$484K +$483K +18,480 New
5L
63
55I LLC
Massachusetts
$466K +$465K +17,805 New
GRP
64
Global Retirement Partners
California
$405K -$22K -843 -5%
CFA
65
Cahill Financial Advisors
Minnesota
$405K +$40.4K +1,545 +11%
PJSIMP
66
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K +$403K +15,426 New
PAG
67
Private Advisor Group
New Jersey
$391K +$390K +14,930 New
CTA
68
Colonial Trust Advisors
South Carolina
$385K +$385K +14,726 New
FCA
69
FinTrust Capital Advisors
South Carolina
$367K
OFG
70
Omega Financial Group
California
$339K -$78 -3 -0%
GP
71
Geneva Partners
Wisconsin
$326K +$325K +12,450 New
SSWM
72
Smith Salley Wealth Management
North Carolina
$322K +$321K +12,294 New
CH
73
Canton Hathaway
Rhode Island
$305K +$113K +4,309 +59%
NL
74
NWAM LLC
Washington
$300K +$75.4K +2,884 +34%
TIM
75
Tortoise Investment Management
New York
$294K -$38K -1,455 -11%