We are live on ! Find out more
FREL icon

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
SPIA
101
Steward Partners Investment Advisory
New York
$72K +$5.43K +206 +6%
GWM
102
Geneos Wealth Management
Colorado
$66K
LWM
103
Liberty Wealth Management
California
$65K +$158 +6 +0.2%
DI
104
Disciplined Investments
Oklahoma
$63K
CFGS
105
Concourse Financial Group Securities
Alabama
$60K +$8.43K +320 +13%
DWM
106
Darwin Wealth Management
Florida
$56K -$5.38M -204,218 -99%
FP
107
Financial Perspectives
Minnesota
$49.5K +$975 +37 +2%
Citigroup
108
Citigroup
New York
$47K -$158 -6 -0.3%
MWM
109
MBE Wealth Management
Wisconsin
$36K +$46.1K +1,749 New
PCIA
110
Prime Capital Investment Advisors
Kansas
$35K +$44.8K +1,700 New
CTC
111
Central Trust Company
Missouri
$29K
BAMG
112
Brand Asset Management Group
Missouri
$25K +$31.1K +1,181 New
HWM
113
HighMark Wealth Management
Minnesota
$22K
PA
114
Procyon Advisors
Connecticut
$22K +$3.5K +133 +14%
SSB
115
Sandy Spring Bank
Maryland
$21K +$26.4K +1,000 New
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$3.53K +134 +16%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$18K -$27.1K -1,030 -54%
CAC
118
Certified Advisory Corp
Florida
$18K
VNA
119
Valley National Advisers
Pennsylvania
$15K
AF
120
Allworth Financial
California
$14K -$33.2K -1,261 -66%
KPW
121
Kore Private Wealth
New York
$13K -$79K -2,996 -82%
BWA
122
BDO Wealth Advisors
Florida
$10K +$13.1K +497 New
FCA
123
FinTrust Capital Advisors
South Carolina
$9K -$22.1K -837 -65%
CIAS
124
Capital Investment Advisory Services
North Carolina
$8K +$9.88K +375 New
AA
125
AlphaMark Advisors
Kentucky
$7K