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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
FCA
126
FinTrust Capital Advisors
South Carolina
$5K -$4.96K -220 -50%
FHA
127
Flagship Harbor Advisors
Massachusetts
$5K +$315 +14 +6%
PGAM
128
Princeton Global Asset Management
New Jersey
$4K +$4.64K +206 New
WEC
129
Winslow Evans & Crocker
Massachusetts
$3K -$23 -1 -0.8%
HS
130
Horan Securities
United States
$3K
CA
131
Clearstead Advisors
Ohio
$2K
MFT
132
Moisand Fitzgerald Tamayo
Florida
$1K
WIM
133
Westside Investment Management
California
$21
SS
134
Sunbelt Securities
Texas
-$3.79M -145,396 Closed
SIAM
135
Sterling Investment Advisors (Missouri)
Missouri
-$2.01M -96,748 Closed
CWG
136
Cornerstone Wealth Group
North Carolina
-$1.95M -93,591 Closed
WR
137
Watson Rebecca
-$1.71M -77,634 Closed
BWA
138
Beam Wealth Advisors
Louisiana
-$1.47M -70,412 Closed
ST
139
Spinnaker Trust
Maine
-$1.46M -70,101 Closed
BIP
140
Blueprint Investment Partners
North Carolina
-$1.08M -52,139 Closed
SF
141
Synovus Financial
Georgia
-$653K -31,458 Closed
STB
142
S&T Bank
Pennsylvania
-$585K -28,105 Closed
TI
143
Trexquant Investment
Connecticut
-$536K -25,781 Closed
CH
144
Canton Hathaway
Rhode Island
-$359K -17,251 Closed
SCA
145
Snowden Capital Advisors
New York
-$268K -12,883 Closed
JIP
146
Jaffetilchin Investment Partners
Florida
-$237K -11,376 Closed
NFG
147
Next Financial Group
Texas
-$140K -6,753 Closed
CFG
148
Citizens Financial Group
Rhode Island
-$73K -3,501 Closed
DWM
149
Darwin Wealth Management
Florida
-$56K -2,704 Closed
MWM
150
MBE Wealth Management
Wisconsin
-$36K -1,749 Closed