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Fidelity MSCI Real Estate Index ETF

142 hedge funds and large institutions have $605M invested in Fidelity MSCI Real Estate Index ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $517M → $605M (+$87.3M)

4.5% more ownership

Funds ownership: 52.03%56.53% (+4.5%)

1% more funds holding

Funds holding: 140142 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
52
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$365K +$17.7K +743 +5%
HCMT
77
Highland Capital Management (Tennessee)
Tennessee
$338K
IA
78
IFP Advisors
Florida
$318K -$609K -25,511 -65%
MAFM
79
Mid Atlantic Financial Management
Pennsylvania
$317K +$90.4K +3,784 +42%
ACA
80
Atlas Capital Advisors
Wyoming
$314K -$65.7K -2,750 -17%
NAM
81
NorthCoast Asset Management
Connecticut
$309K -$13.3K -557 -4%
GVAG
82
Great Valley Advisor Group
Delaware
$280K +$13.7K +574 +5%
VC
83
Vicus Capital
Pennsylvania
$269K +$273K +11,432 New
TIM
84
Tortoise Investment Management
New York
$250K +$24.7K +1,035 +11%
SCA
85
Snowden Capital Advisors
New York
$222K +$226K +9,461 New
IWS
86
Insight Wealth Strategies
California
$217K +$1.67K +70 +0.8%
BAM
87
Baldrige Asset Management
Pennsylvania
$213K +$217K +9,082 New
OIA
88
OneDigital Investment Advisors
Kansas
$209K +$213K +8,904 New
AF
89
Advisornet Financial
Minnesota
$202K -$18.8K -788 -8%
NFG
90
Next Financial Group
Texas
$143K +$146K +6,102 New
GRP
91
Global Retirement Partners
California
$140K -$19.3K -808 -12%
BCA
92
Bray Capital Advisors
Florida
$128K
ADL
93
Asset Dedication LLC
California
$119K +$9.32K +390 +8%
AWA
94
Arkadios Wealth Advisors
Georgia
$97.6K +$96.9K +4,058 New
SPIA
95
Steward Partners Investment Advisory
New York
$93K -$27.3K -1,142 -22%
CFGS
96
Concourse Financial Group Securities
Alabama
$92K -$95.6K -4,000 -50%
JP Morgan Chase
97
JP Morgan Chase
New York
$91K
TCOV
98
Trust Company of Vermont
Vermont
$72K
DI
99
Disciplined Investments
Oklahoma
$71K
GWM
100
Geneos Wealth Management
Colorado
$68K