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Fidelity MSCI Real Estate Index ETF

140 hedge funds and large institutions have $517M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $263M → $517M (+$254M)

15.37% more ownership

Funds ownership: 36.66%52.03% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 146140 (-6)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
140
Holders Change
-6
Holders Change %
-4.11%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
46
Reduced
54
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
51
Prostatis Group
Maryland
$908K +$153K +6,779 +21%
IA
52
IFP Advisors
Florida
$901K +$18.7K +830 +2%
CTA
53
Colonial Trust Advisors
South Carolina
$888K -$7.08K -314 -0.8%
CWM
54
Capital Wealth Management
Rhode Island
$841K +$194K +8,613 +31%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$781K +$117K +5,199 +18%
PAG
56
Pinnacle Advisory Group
Maryland
$732K -$266K -11,793 -27%
5L
57
55I LLC
Massachusetts
$688K +$136K +6,038 +26%
CCM
58
Cribstone Capital Management
Maine
$650K +$626K +27,798 New
LNC
59
Lincoln National Corp
Pennsylvania
$624K +$292K +12,946 +94%
TCM
60
Tufton Capital Management
Maryland
$616K -$53.7K -2,384 -8%
AA
61
Ancora Advisors
Ohio
$612K -$371K -16,468 -39%
AIC
62
Ameritas Investment Company
Nebraska
$605K -$712K -31,616 -55%
GM
63
GeoWealth Management
Illinois
$593K -$20.3K -900 -3%
AF
64
AtlasMark Financial
Texas
$581K +$11K +488 +2%
CWM
65
Cedar Wealth Management
California
$560K -$47.1K -2,089 -8%
PCA
66
Providence Capital Advisors
North Carolina
$560K +$4.42K +196 +0.8%
AIM
67
Aurora Investment Managers
Florida
$549K +$4.82K +214 +0.9%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$538K -$176K -7,800 -25%
LI
69
LVZ Inc
Michigan
$534K +$40.5K +1,797 +9%
SMC
70
Smith, Moore & Co
Missouri
$512K +$221K +9,830 +82%
BMM
71
Buffington Mohr McNeal
Idaho
$505K -$30.2K -1,340 -6%
NL
72
NWAM LLC
Washington
$453K +$41.9K +1,858 +11%
HCA
73
Heck Capital Advisors
Wisconsin
$431K -$14.6K -650 -3%
CFA
74
Cahill Financial Advisors
Minnesota
$422K -$86.8K -3,852 -18%
HT
75
HAP Trading
New York
$421K -$1.71M -76,014 -81%