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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
SIM
126
Sonora Investment Management
Arizona
$4K +$4.35K +182 New
HS
127
Horan Securities
United States
$3K
WEC
128
Winslow Evans & Crocker
Massachusetts
$3K
CA
129
Clearstead Advisors
Ohio
$2K
PCS
130
Personal CFO Solutions
New Jersey
$1K -$833K -34,850 -40%
MFT
131
Moisand Fitzgerald Tamayo
Florida
$1K +$24 +1 +2%
NFSG
132
Newbridge Financial Services Group
Florida
$1K +$526 +22 New
RBC
133
Roble Belko & Company
Pennsylvania
$1K +$526 +22 New
GI
134
Gradient Investments
Minnesota
$1K +$1.36K +57 New
WIM
135
Westside Investment Management
California
$21
FCA
136
FinTrust Capital Advisors
South Carolina
$5
DWA
137
Divergent Wealth Advisors
Utah
-$8.88M -380,004 Closed
TIA
138
Traphagen Investment Advisors
New Jersey
-$6.57M -281,133 Closed
GM
139
GeoWealth Management
Illinois
-$593K -25,353 Closed
Mirae Asset Global Investments
140
Mirae Asset Global Investments
South Korea
-$538K -23,000 Closed
HCA
141
Heck Capital Advisors
Wisconsin
-$431K -18,434 Closed
HT
142
HAP Trading
New York
-$421K -18,005 Closed
RIA
143
Realta Investment Advisors
Delaware
-$224K -9,586 Closed
PCMC
144
Paragon Capital Management (Colorado)
Colorado
-$208K -8,892 Closed
FTUS
145
Flow Traders U.S.
New York
-$200K -8,573 Closed
PAG
146
Private Advisor Group
New Jersey
-$178K -7,609 Closed
CAN
147
Cetera Advisor Networks
California
-$85K -3,647 Closed
TFA
148
Transamerica Financial Advisors
Florida
-$57K -2,419 Closed
QCG
149
Quadrant Capital Group
Ohio
-$50K -2,151 Closed
PA
150
Procyon Advisors
Connecticut
-$25K -1,068 Closed