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Fidelity MSCI Real Estate Index ETF

140 hedge funds and large institutions have $517M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $263M → $517M (+$254M)

15.37% more ownership

Funds ownership: 36.66%52.03% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 146140 (-6)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
140
Holders Change
-6
Holders Change %
-4.11%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
46
Reduced
54
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Atlas Capital Advisors
Wyoming
$376K -$102K -4,532 -22%
SSWM
77
Smith Salley Wealth Management
North Carolina
$363K -$9.8K -435 -3%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$345K +$6.6K +293 +2%
HCMT
79
Highland Capital Management (Tennessee)
Tennessee
$337K
NAM
80
NorthCoast Asset Management
Connecticut
$320K +$13.2K +585 +4%
FNC
81
First National Corp
Massachusetts
$310K +$62.2K +2,762 +26%
GVAG
82
Great Valley Advisor Group
Delaware
$266K -$15.3K -679 -6%
TIM
83
Tortoise Investment Management
New York
$225K -$13.3K -590 -6%
RIA
84
Realta Investment Advisors
Delaware
$224K +$216K +9,586 New
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$223K -$5.32M -236,212 -96%
AF
86
Advisornet Financial
Minnesota
$220K -$589K -26,120 -74%
IWS
87
Insight Wealth Strategies
California
$214K -$186K -8,253 -47%
MAFM
88
Mid Atlantic Financial Management
Pennsylvania
$213K -$741K -32,865 -78%
PCMC
89
Paragon Capital Management (Colorado)
Colorado
$208K +$200K +8,892 New
FTUS
90
Flow Traders U.S.
New York
$200K +$193K +8,573 New
CFGS
91
Concourse Financial Group Securities
Alabama
$185K +$114K +5,061 +176%
PAG
92
Private Advisor Group
New Jersey
$178K -$748K -33,199 -81%
GRP
93
Global Retirement Partners
California
$159K +$36K +1,596 +31%
BCA
94
Bray Capital Advisors
Florida
$128K
SPIA
95
Steward Partners Investment Advisory
New York
$119K +$36.4K +1,617 +47%
ADL
96
Asset Dedication LLC
California
$110K +$135 +6 +0.1%
JP Morgan Chase
97
JP Morgan Chase
New York
$91K
CAN
98
Cetera Advisor Networks
California
$85K +$82.2K +3,647 New
LWM
99
Liberty Wealth Management
California
$74K +$68 +3 +0.1%
TCOV
100
Trust Company of Vermont
Vermont
$71K +$68.6K +3,045 New