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Fidelity MSCI Real Estate Index ETF

92 hedge funds and large institutions have $335M invested in Fidelity MSCI Real Estate Index ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

10% more funds holding

Funds holding: 8492 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $344M → $335M (-$9.1M)

6.15% less ownership

Funds ownership: 56.91%50.75% (-6.2%)

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
34
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$25.8K +1,093 +169%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$16.8K -$255K -10,832 -94%
RWA
78
River Wealth Advisors
Pennsylvania
$16K -$2.26K -96 -12%
CDIA
79
Capital Directions Investment Advisors
Georgia
$14K
CAC
80
Certified Advisory Corp
Florida
$14K
APSP
81
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$94 +4 +0.9%
PA
82
Parallel Advisors
California
$10K +$2.43K +103 +28%
AIC
83
Archer Investment Corporation
Indiana
$8K +$8.61K +365 New
MA
84
MCF Advisors
Kentucky
$7K +$6.44K +273 +803%
FHA
85
Flagship Harbor Advisors
Massachusetts
$4K +$24 +1 +0.5%
CWM
86
Cedar Wealth Management
California
$4K +$3.18K +135 +422%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$3K +$3.54K +150 New
JP Morgan Chase
88
JP Morgan Chase
New York
$2K -$2.48K -105 -58%
NFG
89
Next Financial Group
Texas
$2K +$2.22K +94 New
MFT
90
Moisand Fitzgerald Tamayo
Florida
$1K -$990 -42 -44%
BlackRock
91
BlackRock
New York
$1K -$118 -5 -9%
AA
92
Advisory Alpha
Michigan
-$1.04M -44,518 Closed
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$430K -17,866 Closed
FCIM
94
Fairview Capital Investment Management
California
-$404K -16,800 Closed
CFGS
95
Concourse Financial Group Securities
Alabama
-$243K -10,316 Closed
PO
96
Private Ocean
California
-$146K -6,083 Closed
CFD
97
Creative Financial Designs
Indiana
-$22K -916 Closed
CFG
98
Citizens Financial Group
Rhode Island
-$20K -817 Closed
KF
99
Krilogy Financial
Missouri
-$18K -761 Closed
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
-$16K -682 Closed