We are live on ! Find out more
FREL icon

Fidelity MSCI Real Estate Index ETF

146 hedge funds and large institutions have $263M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

6.11% less ownership

Funds ownership: 42.77%36.66% (-6.1%)

8% less funds holding

Funds holding: 158146 (-12)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

40% less capital invested

Capital invested by funds: $436M → $263M (-$173M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
146
Holders Change
-12
Holders Change %
-7.59%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
26
Increased
52
Reduced
51
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
51
Blueprint Investment Partners
North Carolina
$1.08M -$1.46M -55,227 -51%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$1.02M +$1.29M +48,997 New
PAG
53
Pinnacle Advisory Group
Maryland
$897K -$156K -5,920 -12%
AA
54
Ancora Advisors
Ohio
$887K
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$873K -$209K -7,937 -16%
PAG
56
Private Advisor Group
New Jersey
$849K -$3.82K -145 -0.4%
CTA
57
Colonial Trust Advisors
South Carolina
$797K +$359K +13,637 +55%
IA
58
IFP Advisors
Florida
$793K -$2.53M -96,047 -72%
AF
59
Advisornet Financial
Minnesota
$739K -$92.2K -3,499 -9%
PG
60
Prostatis Group
Maryland
$666K -$2.02M -76,800 -71%
SF
61
Synovus Financial
Georgia
$653K +$829K +31,458 New
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$641K +$29K +1,100 +4%
TCM
63
Tufton Capital Management
Maryland
$597K +$52.5K +1,991 +7%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$586K -$478K -18,152 -39%
STB
65
S&T Bank
Pennsylvania
$585K
CWM
66
Capital Wealth Management
Rhode Island
$569K +$721K +27,350 New
5L
67
55I LLC
Massachusetts
$550K -$577K -21,904 -48%
GM
68
GeoWealth Management
Illinois
$546K -$136K -5,149 -16%
CWM
69
Cedar Wealth Management
California
$542K +$252K +9,552 +58%
TI
70
Trexquant Investment
Connecticut
$536K +$679K +25,781 New
AF
71
AtlasMark Financial
Texas
$507K +$124K +4,710 +24%
PCA
72
Providence Capital Advisors
North Carolina
$494K +$63.9K +2,424 +11%
AIM
73
Aurora Investment Managers
Florida
$484K -$366K -13,878 -37%
BMM
74
Buffington Mohr McNeal
Idaho
$477K -$1.84K -70 -0.3%
CFA
75
Cahill Financial Advisors
Minnesota
$456K -$2.82K -107 -0.5%