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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
Citigroup
126
Citigroup
New York
$63K -$55 -2 -0.1%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$53K -$19.1K -690 -26%
AF
128
Allworth Financial
California
$53K +$53K +1,914 New
CTC
129
Central Trust Company
Missouri
$39K +$39K +1,406 New
FCA
130
FinTrust Capital Advisors
South Carolina
$36K -$291K -10,508 -89%
ATC
131
Adirondack Trust Company
New York
$31K
HWM
132
HighMark Wealth Management
Minnesota
$30K +$30.5K +1,100 New
PA
133
PSI Advisors
Florida
$28K +$28.1K +1,015 New
PA
134
Procyon Advisors
Connecticut
$26K +$25.9K +935 New
CAC
135
Certified Advisory Corp
Florida
$24K
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$23K
VNA
137
Valley National Advisers
Pennsylvania
$20K +$20.1K +727 New
EIP
138
Ellis Investment Partners
Pennsylvania
$19K -$10.9K -395 -36%
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K +$13.5K +487 New
GEA
140
Glen Eagle Advisors
New Jersey
$11.2K +$11.2K +403 New
AA
141
AlphaMark Advisors
Kentucky
$10K +$9.7K +350 New
IRC
142
Investors Research Corp
Georgia
$10K +$9.92K +358 New
CFA
143
Carroll Financial Associates
North Carolina
$8K -$10.8K -390 -55%
MA
144
MCF Advisors
Kentucky
$8K -$194 -7 -2%
PA
145
Parallel Advisors
California
$8K
APA
146
American Portfolios Advisors
New York
$6.1K +$6.07K +219 New
GI
147
Gradient Investments
Minnesota
$6K
FHA
148
Flagship Harbor Advisors
Massachusetts
$6K +$55 +2 +0.9%
BFEC
149
Benjamin F. Edwards & Company
Missouri
$4K
FWM
150
Focused Wealth Management
New York
$2K