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Fidelity MSCI Real Estate Index ETF

102 hedge funds and large institutions have $363M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

11% more funds holding

Funds holding: 92102 (+10)

8% more capital invested

Capital invested by funds: $335M → $363M (+$27.8M)

1.36% less ownership

Funds ownership: 50.75%49.39% (-1.4%)

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
25
Increased
45
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$115K +$27.1K +1,096 +33%
RIA
77
Realta Investment Advisors
Delaware
$110K +$106K +4,279 New
CWM
78
Cedar Wealth Management
California
$109K +$99.4K +4,020 +2,407%
SHIM
79
Stone House Investment Management
Pennsylvania
$109K +$104K +4,213 New
GWM
80
Geneos Wealth Management
Colorado
$83K +$17.1K +692 +28%
Citigroup
81
Citigroup
New York
$58K -$74 -3 -0.1%
LWM
82
Liberty Wealth Management
California
$49K +$74 +3 +0.2%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$35K +$33.6K +1,357 +7,982%
CFGS
84
Concourse Financial Group Securities
Alabama
$35K +$34.1K +1,379 New
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$22.9K -925 -53%
CAC
86
Certified Advisory Corp
Florida
$16K
BCI
87
Brinker Capital Investments
Pennsylvania
$15K +$14.5K +586 New
PA
88
Parallel Advisors
California
$13K +$965 +39 +8%
APSP
89
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K +$124 +5 +1%
DWM
90
Destination Wealth Management
California
$12K +$11.6K +467 New
RFWA
91
RPg Family Wealth Advisory
Massachusetts
$10.4K +$9.89K +400 New
AIC
92
Archer Investment Corporation
Indiana
$9K -$445 -18 -5%
MA
93
MCF Advisors
Kentucky
$8K +$124 +5 +2%
SWP
94
Strategic Wealth Partners
Ohio
$7K +$6.48K +262 New
FHA
95
Flagship Harbor Advisors
Massachusetts
$5K +$74 +3 +1%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$4K
CA
97
Cetera Advisors
Colorado
$3K +$2.47K +100 New
JP Morgan Chase
98
JP Morgan Chase
New York
$2K
MFT
99
Moisand Fitzgerald Tamayo
Florida
$1K +$25 +1 +2%
TWA
100
TCI Wealth Advisors
Arizona
$1K +$965 +39 New