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Fidelity MSCI Real Estate Index ETF

158 hedge funds and large institutions have $436M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 133158 (+25)

6% more capital invested

Capital invested by funds: $411M → $436M (+$25.7M)

0.41% less ownership

Funds ownership: 43.18%42.77% (-0.41%)

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
38
Increased
57
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$1.49M +$110K +3,976 +8%
MAFM
52
Mid Atlantic Financial Management
Pennsylvania
$1.39M -$51.3K -1,851 -4%
PAG
53
Pinnacle Advisory Group
Maryland
$1.37M -$380K -13,729 -22%
Citadel Advisors
54
Citadel Advisors
Florida
$1.3M +$414K +14,926 +47%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$1.29M +$541K +19,530 +73%
MML Investors Services
56
MML Investors Services
Massachusetts
$1.29M +$664K +23,945 +108%
MCM
57
MAI Capital Management
Ohio
$1.28M +$370K +13,359 +41%
5L
58
55I LLC
Massachusetts
$1.26M +$520K +18,770 +71%
AA
59
Ancora Advisors
Ohio
$1.19M
PAG
60
Private Advisor Group
New Jersey
$1.14M +$228K +8,223 +25%
RJA
61
Raymond James & Associates
Florida
$1.13M -$181K -6,524 -14%
AF
62
Advisornet Financial
Minnesota
$1.09M -$41.3K -1,492 -4%
PFS
63
Prospera Financial Services
Texas
$1.04M -$26.7K -965 -3%
AIC
64
Ameritas Investment Company
Nebraska
$1.04M +$150K +5,395 +17%
AIM
65
Aurora Investment Managers
Florida
$1.03M +$1.03M +37,134 New
SXL
66
Summit X LLC
Missouri
$906K +$18.8K +679 +2%
CAS
67
Cascadia Advisory Services
Oregon
$904K +$899K +32,444 New
GM
68
GeoWealth Management
Illinois
$875K -$413K -14,921 -32%
FMB
69
Field & Main Bank
Kentucky
$846K +$47.1K +1,700 +6%
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$827K +$510K +18,400 +163%
BWM
71
BerganKDV Wealth Management
Minnesota
$824K +$13.2K +475 +2%
MWC
72
MKD Wealth Coaches
Michigan
$812K -$30.6K -1,103 -4%
STB
73
S&T Bank
Pennsylvania
$783K -$8.23K -297 -1%
TCM
74
Tufton Capital Management
Maryland
$745K +$12.9K +466 +2%
GP
75
Geneva Partners
Wisconsin
$740K +$103K +3,717 +16%