We are live on ! Find out more
FREL icon

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
VFA
101
Valeo Financial Advisors
Indiana
$34K +$34K +1,300 New
ATC
102
Adirondack Trust Company
New York
$29K +$29K +1,109 New
CFD
103
Creative Financial Designs
Indiana
$25K +$23.9K +916 New
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$105 +4 +0.5%
CAC
105
Certified Advisory Corp
Florida
$16K
PA
106
Parallel Advisors
California
$13K -$471 -18 -4%
APSP
107
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K +$105 +4 +0.9%
RFWA
108
RPg Family Wealth Advisory
Massachusetts
$12K +$1.49K +57 +14%
MA
109
MCF Advisors
Kentucky
$8K -$418 -16 -5%
SWP
110
Strategic Wealth Partners
Ohio
$7K +$78 +3 +1%
FHA
111
Flagship Harbor Advisors
Massachusetts
$5K +$52 +2 +0.9%
NFG
112
Next Financial Group
Texas
$5K +$5.07K +194 New
BFEC
113
Benjamin F. Edwards & Company
Missouri
$4K
GWMIA
114
Global Wealth Management Investment Advisory
Florida
$3K +$2.61K +100 New
MWM
115
Merriman Wealth Management
Washington
$2.11K
FWM
116
Focused Wealth Management
New York
$2K +$1.94K +74 New
AIL
117
AGF Investments LLC
Ontario, Canada
$1K
MFT
118
Moisand Fitzgerald Tamayo
Florida
$1K
TWA
119
TCI Wealth Advisors
Arizona
$1K +$26 +1 +3%
CFA
120
Carroll Financial Associates
North Carolina
$1K +$1.02K +39 New
WIM
121
Westside Investment Management
California
$81 +$81K +3,100 New
FPGK
122
Financial Partners Group (Kansas)
Kansas
-$5.8M -223,301 Closed
Goldman Sachs
123
Goldman Sachs
New York
-$516K -19,879 Closed
SHIM
124
Stone House Investment Management
Pennsylvania
-$109K -4,213 Closed
DWM
125
Destination Wealth Management
California
-$12K -467 Closed