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Fidelity MSCI Real Estate Index ETF

142 hedge funds and large institutions have $605M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $517M → $605M (+$87.3M)

4.5% more ownership

Funds ownership: 52.03%56.53% (+4.5%)

1% more funds holding

Funds holding: 140142 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
52
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$886K +$378K +15,821 +72%
AF
52
AtlasMark Financial
Texas
$876K +$297K +12,429 +50%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$828K -$2.13M -89,194 -72%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$821K -$3.22M -134,682 -79%
PAG
55
Pinnacle Advisory Group
Maryland
$774K +$38.5K +1,613 +5%
STB
56
S&T Bank
Pennsylvania
$679K +$690K +28,887 New
LNC
57
Lincoln National Corp
Pennsylvania
$655K +$28.5K +1,191 +4%
KAS
58
Kestra Advisory Services
Texas
$650K +$661K +27,661 New
CCM
59
Cribstone Capital Management
Maine
$645K -$8.65K -362 -1%
TRCT
60
Tower Research Capital (TRC)
New York
$623K -$1.43M -59,652 -69%
LI
61
LVZ Inc
Michigan
$622K +$87.1K +3,645 +16%
TCM
62
Tufton Capital Management
Maryland
$619K +$72 +3 +0%
AIC
63
Ameritas Investment Company
Nebraska
$605K
SW
64
SVB Wealth
Massachusetts
$596K -$349K -14,589 -37%
PCA
65
Providence Capital Advisors
North Carolina
$590K +$27.5K +1,153 +5%
AA
66
Ancora Advisors
Ohio
$583K -$32.2K -1,349 -5%
CWM
67
Cedar Wealth Management
California
$539K -$24.6K -1,031 -4%
AIM
68
Aurora Investment Managers
Florida
$495K -$57K -2,388 -10%
NL
69
NWAM LLC
Washington
$493K +$38.1K +1,595 +8%
BMM
70
Buffington Mohr McNeal
Idaho
$487K -$21.5K -900 -4%
SSWM
71
Smith Salley Wealth Management
North Carolina
$477K +$115K +4,798 +31%
AIP
72
Almanack Investment Partners
Pennsylvania
$452K +$432K +18,091 New
CFA
73
Cahill Financial Advisors
Minnesota
$427K +$3.06K +128 +0.7%
FNC
74
First National Corp
Massachusetts
$413K +$13.3K +558 +4%
PG
75
Prostatis Group
Maryland
$370K -$551K -23,066 -59%