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Fidelity MSCI Real Estate Index ETF

158 hedge funds and large institutions have $436M invested in Fidelity MSCI Real Estate Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 133158 (+25)

6% more capital invested

Capital invested by funds: $411M → $436M (+$25.7M)

0.41% less ownership

Funds ownership: 43.18%42.77% (-0.41%)

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
38
Increased
57
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Slow Capital
California
$707K -$12.5K -452 -2%
CTA
77
Colonial Trust Advisors
South Carolina
$688K +$155K +5,592 +29%
BMM
78
Buffington Mohr McNeal
Idaho
$641K
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$633K +$630K +22,736 New
CFA
80
Cahill Financial Advisors
Minnesota
$613K +$45.7K +1,649 +8%
PCA
81
Providence Capital Advisors
North Carolina
$595K +$17.1K +618 +3%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$572K -$45.4K -1,637 -7%
CH
83
Canton Hathaway
Rhode Island
$552K +$58.6K +2,114 +12%
AF
84
AtlasMark Financial
Texas
$548K -$693 -25 -0.1%
TRCT
85
Tower Research Capital (TRC)
New York
$523K +$520K +18,753 New
HT
86
HAP Trading
New York
$512K +$509K +18,365 New
PJSIMP
87
P.J. Schmidt Investment Management (PJS)
Wisconsin
$505K +$28.2K +1,018 +6%
Goldman Sachs
88
Goldman Sachs
New York
$502K +$499K +18,015 New
CWM
89
Cedar Wealth Management
California
$460K +$205K +7,414 +82%
SSWM
90
Smith Salley Wealth Management
North Carolina
$432K +$68.3K +2,464 +19%
HCMT
91
Highland Capital Management (Tennessee)
Tennessee
$401K
NL
92
NWAM LLC
Washington
$362K +$5.13K +185 +1%
TIM
93
Tortoise Investment Management
New York
$313K -$24.8K -895 -7%
OFG
94
Omega Financial Group
California
$308K -$1.61K -58 -0.5%
FNC
95
First National Corp
Massachusetts
$293K
AWM
96
AE Wealth Management
Kansas
$284K +$282K +10,191 New
GVAG
97
Great Valley Advisor Group
Delaware
$281K +$44.4K +1,603 +19%
JIP
98
Jaffetilchin Investment Partners
Florida
$274K -$6.18K -223 -2%
ECM
99
Exchange Capital Management
Michigan
$250K -$413K -14,888 -62%
FA
100
FMA Advisory
Pennsylvania
$245K +$3.99K +144 +2%