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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
IRC
126
Investors Research Corp
Georgia
$7K
LWANC
127
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K -$6.25K -237 -49%
FHA
128
Flagship Harbor Advisors
Massachusetts
$5K +$79 +3 +1%
US Bancorp
129
US Bancorp
Minnesota
$5K +$5.8K +220 New
APA
130
American Portfolios Advisors
New York
$4.55K
WEC
131
Winslow Evans & Crocker
Massachusetts
$4K +$3.32K +126 New
SWA
132
Stratos Wealth Advisors
Ohio
$4K +$4.56K +173 New
PA
133
Parallel Advisors
California
$3K -$2.53K -96 -33%
CA
134
Clearstead Advisors
Ohio
$2K +$2.29K +87 New
HS
135
Horan Securities
United States
$2K +$3.16K +120 New
MFT
136
Moisand Fitzgerald Tamayo
Florida
$1K +$26 +1 +2%
TWA
137
TCI Wealth Advisors
Arizona
$1K +$26 +1 +3%
NL
138
NWAM LLC
Washington
$365 +$120K +4,544 +35%
WIM
139
Westside Investment Management
California
$18 +$23.7K +900 New
AI
140
Atria Investments
North Carolina
-$8.99M -322,808 Closed
CWAF
141
Core Wealth Advisors (Florida)
Florida
-$6.18M -222,002 Closed
MA
142
Mutual Advisors
Nebraska
-$3.11M -111,675 Closed
NCM
143
Niemann Capital Management
Nevada
-$2.03M -72,884 Closed
Citadel Advisors
144
Citadel Advisors
Florida
-$1.3M -46,691 Closed
PFS
145
Prospera Financial Services
Texas
-$1.04M -37,314 Closed
SXL
146
Summit X LLC
Missouri
-$906K -32,484 Closed
MWC
147
MKD Wealth Coaches
Michigan
-$812K -29,133 Closed
GP
148
Geneva Partners
Wisconsin
-$740K -26,560 Closed
SC
149
Slow Capital
California
-$707K -25,376 Closed
PJSIMP
150
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$505K -18,112 Closed