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Fidelity MSCI Real Estate Index ETF

121 hedge funds and large institutions have $371M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

19% more funds holding

Funds holding: 102121 (+19)

2% more capital invested

Capital invested by funds: $363M → $371M (+$8.37M)

3.19% less ownership

Funds ownership: 49.39%46.2% (-3.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
49
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$294K +$294K +11,245 New
FNC
77
First National Corp
Massachusetts
$271K +$42.9K +1,642 +19%
JIP
78
Jaffetilchin Investment Partners
Florida
$264K +$28.3K +1,084 +12%
GM
79
GeoWealth Management
Illinois
$259K +$259K +9,909 New
TRCT
80
Tower Research Capital (TRC)
New York
$249K -$380K -14,551 -61%
PCG
81
Private Capital Group
Connecticut
$233K +$248K +9,476 New
FA
82
FMA Advisory
Pennsylvania
$226K +$14.4K +549 +7%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$221K +$104K +3,995 +90%
IC
84
Inscription Capital
Texas
$218K -$260K -9,944 -54%
ADL
85
Asset Dedication LLC
California
$218K -$143K -5,469 -40%
GVAG
86
Great Valley Advisor Group
Delaware
$207K +$207K +7,916 New
FCIM
87
Fairview Capital Investment Management
California
$204K
AIC
88
Ameritas Investment Company
Nebraska
$203K -$524K -20,063 -72%
CWM
89
Cedar Wealth Management
California
$158K +$48.8K +1,866 +45%
BCA
90
Bray Capital Advisors
Florida
$143K
RIA
91
Realta Investment Advisors
Delaware
$137K +$24.9K +951 +22%
JP Morgan Chase
92
JP Morgan Chase
New York
$103K +$102K +3,900 +5,200%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$86K -$39.6K -1,515 -32%
GWM
94
Geneos Wealth Management
Colorado
$83K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$61K +$25.2K +964 +70%
TFA
96
Transamerica Financial Advisors
Florida
$60K +$59.8K +2,286 New
Citigroup
97
Citigroup
New York
$59K +$235 +9 +0.4%
PFC
98
Phocas Financial Corp
California
$52K
CFGS
99
Concourse Financial Group Securities
Alabama
$52K +$15.7K +600 +44%
LWM
100
Liberty Wealth Management
California
$50K +$78 +3 +0.2%