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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
DI
101
Disciplined Investments
Oklahoma
$70K
GWM
102
Geneos Wealth Management
Colorado
$67K -$4.89K -217 -7%
William Blair & Company
103
William Blair & Company
Illinois
$66K -$76.9K -3,415 -55%
CAC
104
Certified Advisory Corp
Florida
$61K +$39.6K +1,756 +208%
TFA
105
Transamerica Financial Advisors
Florida
$57K +$54.5K +2,419 New
FP
106
Financial Perspectives
Minnesota
$56.1K +$406 +18 +0.8%
Citigroup
107
Citigroup
New York
$53K
QCG
108
Quadrant Capital Group
Ohio
$50K +$48.5K +2,151 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$48K +$26.6K +1,182 +133%
RIM
110
Rockbridge Investment Management
New York
$35K +$33.4K +1,484 New
PA
111
Procyon Advisors
Connecticut
$25K
SSB
112
Sandy Spring Bank
Maryland
$23K
TWA
113
TCI Wealth Advisors
Arizona
$19K +$17.1K +760 +1,854%
Franklin Resources
114
Franklin Resources
California
$18K +$17.7K +784 New
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$4.84K -215 -23%
VNA
116
Valley National Advisers
Pennsylvania
$17K
CFD
117
Creative Financial Designs
Indiana
$14K +$13.9K +617 New
KPW
118
Kore Private Wealth
New York
$12K -$2.7K -120 -19%
BWA
119
BDO Wealth Advisors
Florida
$10K -$1.8K -80 -16%
CIAS
120
Capital Investment Advisory Services
North Carolina
$9K
AA
121
AlphaMark Advisors
Kentucky
$8K
IRC
122
Investors Research Corp
Georgia
$8K
RCA
123
Reitz Capital Advisors
Michigan
$7K +$6.76K +300 New
LWANC
124
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
APA
125
American Portfolios Advisors
New York
$5.12K