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Fidelity MSCI Real Estate Index ETF

146 hedge funds and large institutions have $263M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

6.11% less ownership

Funds ownership: 42.77%36.66% (-6.1%)

8% less funds holding

Funds holding: 158146 (-12)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

40% less capital invested

Capital invested by funds: $436M → $263M (-$173M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
146
Holders Change
-12
Holders Change %
-7.59%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
26
Increased
52
Reduced
51
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
76
LVZ Inc
Michigan
$437K +$554K +21,030 New
ACA
77
Atlas Capital Advisors
Wyoming
$429K +$544K +20,629 New
HCA
78
Heck Capital Advisors
Wisconsin
$397K -$4.64M -176,153 -90%
IWS
79
Insight Wealth Strategies
California
$362K -$1.33M -50,375 -74%
CH
80
Canton Hathaway
Rhode Island
$359K -$67.8K -2,573 -13%
BFA
81
Beaumont Financial Advisors
Massachusetts
$358K -$17.2M -651,514 -97%
SSWM
82
Smith Salley Wealth Management
North Carolina
$332K +$11.9K +450 +3%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$301K +$175K +6,656 +85%
HCMT
84
Highland Capital Management (Tennessee)
Tennessee
$300K
LNC
85
Lincoln National Corp
Pennsylvania
$285K -$1.25M -47,298 -77%
NAM
86
NorthCoast Asset Management
Connecticut
$272K -$2.27M -86,258 -87%
SCA
87
Snowden Capital Advisors
New York
$268K +$143K +5,442 +73%
FNC
88
First National Corp
Massachusetts
$255K -$1.29K -49 -0.5%
GVAG
89
Great Valley Advisor Group
Delaware
$251K +$51.3K +1,948 +19%
SMC
90
Smith, Moore & Co
Missouri
$251K +$318K +12,056 New
JIP
91
Jaffetilchin Investment Partners
Florida
$237K +$40.5K +1,535 +16%
TIM
92
Tortoise Investment Management
New York
$212K -$27.4K -1,040 -9%
TRCT
93
Tower Research Capital (TRC)
New York
$169K -$280K -10,627 -57%
NFG
94
Next Financial Group
Texas
$140K +$28.9K +1,097 +19%
William Blair & Company
95
William Blair & Company
Illinois
$129K +$45.5K +1,727 +38%
BCA
96
Bray Capital Advisors
Florida
$113K
GRP
97
Global Retirement Partners
California
$108K +$18.7K +709 +16%
ADL
98
Asset Dedication LLC
California
$98K
JP Morgan Chase
99
JP Morgan Chase
New York
$81K
CFG
100
Citizens Financial Group
Rhode Island
$73K +$92.3K +3,501 New