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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
MFT
151
Moisand Fitzgerald Tamayo
Florida
$2K
TWA
152
TCI Wealth Advisors
Arizona
$1K -$6.12K -221 -85%
AIL
153
AGF Investments LLC
Ontario, Canada
$1K
VRM
154
Vectors Research Management
New York
$1K
SBL
155
Sargent Bickham Lagudis
Colorado
$1K +$1.33K +48 New
Financial Engines Advisors
156
Financial Engines Advisors
California
-$5.77M -206,694 Closed
BCI
157
Brinker Capital Investments
Pennsylvania
-$3.09M -110,742 Closed
PS
158
Portfolio Strategies
New York
-$679K -24,524 Closed
PCM
159
Penserra Capital Management
California
-$370K -13,286 Closed
KWA
160
KCS Wealth Advisory
California
-$57.8K -2,073 Closed
FAAS
161
First Allied Advisory Services
California
-$46K -1,645 Closed
APSP
162
Asset Planning Services (Pennsylvania)
Pennsylvania
-$15K -527 Closed
RFWA
163
RPg Family Wealth Advisory
Massachusetts
-$12.8K -457 Closed
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
-$11K -385 Closed
CIAS
165
Capital Investment Advisory Services
North Carolina
-$10K -375 Closed
TFS
166
TrustCore Financial Services
Tennessee
-$8K -271 Closed
SWP
167
Strategic Wealth Partners
Ohio
-$7.44K -266 Closed
SFS
168
Sowell Financial Services
Arkansas
+$55 +2 New
APWM
169
Atlas Private Wealth Management
New York
+$277 +10 New