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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
William Blair & Company
101
William Blair & Company
Illinois
$62K -$3.46K -145 -5%
FP
102
Financial Perspectives
Minnesota
$56.8K +$430 +18 +0.8%
Citigroup
103
Citigroup
New York
$53K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$50K +$1.74K +73 +4%
US Bancorp
105
US Bancorp
Minnesota
$45K +$45.8K +1,916 New
LWM
106
Liberty Wealth Management
California
$37K -$37.9K -1,585 -50%
SIM
107
Seaview Investment Managers
Florida
$26K +$27.1K +1,135 New
SSB
108
Sandy Spring Bank
Maryland
$24K
RIM
109
Rockbridge Investment Management
New York
$22K -$12.6K -528 -36%
PFA
110
Professional Financial Advisors
Nebraska
$20K +$21.4K +895 New
TWA
111
TCI Wealth Advisors
Arizona
$19K +$24 +1 +0.1%
Franklin Resources
112
Franklin Resources
California
$18K
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$836 +35 +5%
AssetMark Inc
114
AssetMark Inc
California
$18K +$18.2K +761 New
VNA
115
Valley National Advisers
Pennsylvania
$17K
CFD
116
Creative Financial Designs
Indiana
$10K -$4.18K -175 -28%
CIAS
117
Capital Investment Advisory Services
North Carolina
$9K
AA
118
AlphaMark Advisors
Kentucky
$8K
IRC
119
Investors Research Corp
Georgia
$8K
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
APA
121
American Portfolios Advisors
New York
$5.15K
PGAM
122
Princeton Global Asset Management
New Jersey
$5K
FHA
123
Flagship Harbor Advisors
Massachusetts
$5K +$24 +1 +0.4%
BFG
124
Baron Financial Group
New Jersey
$4.63K +$4.71K +197 New
BWA
125
BDO Wealth Advisors
Florida
$4K -$6K -251 -60%