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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
IC
101
Inscription Capital
Texas
$232K
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$226K
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$218K -$11.3K -406 -5%
FCIM
104
Fairview Capital Investment Management
California
$217K
BAM
105
Baldrige Asset Management
Pennsylvania
$217K +$13.6K +490 +7%
SS
106
Simplicity Solutions
Minnesota
$215K +$214K +7,727 New
RIA
107
Realta Investment Advisors
Delaware
$211K +$14.9K +539 +8%
SCA
108
Snowden Capital Advisors
New York
$207K +$3.38K +122 +2%
MWM
109
Merriman Wealth Management
Washington
$206K
BFPW
110
BOK Financial Private Wealth
Colorado
$206K +$205K +7,400 New
NFG
111
Next Financial Group
Texas
$158K +$151K +5,462 +2,815%
BCA
112
Bray Capital Advisors
Florida
$152K
ADL
113
Asset Dedication LLC
California
$130K
GRP
114
Global Retirement Partners
California
$125K -$272K -9,822 -69%
William Blair & Company
115
William Blair & Company
Illinois
$125K +$124K +4,490 New
SSWG
116
Seven Springs Wealth Group
Tennessee
$119K +$118K +4,261 New
JP Morgan Chase
117
JP Morgan Chase
New York
$109K
KPW
118
Kore Private Wealth
New York
$101K +$101K +3,640 New
SPIA
119
Steward Partners Investment Advisory
New York
$90K +$15.3K +552 +20%
GWM
120
Geneos Wealth Management
Colorado
$88K
LWM
121
Liberty Wealth Management
California
$87K +$34.3K +1,236 +65%
DI
122
Disciplined Investments
Oklahoma
$84K +$83.5K +3,013 New
CFD
123
Creative Financial Designs
Indiana
$81K +$34.9K +1,260 +74%
CFGS
124
Concourse Financial Group Securities
Alabama
$71K
FP
125
Financial Perspectives
Minnesota
$65.3K +$65K +2,345 New